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iShares Investment Grade Systematic Bond ETF
IGEB

15 hedge funds and large institutions have $110M invested in iShares Investment Grade Systematic Bond ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

15% more funds holding

Funds holding: 13 → 15 (+2)

14.45% more ownership

Funds ownership: 105.66% → 120.11% (+14%)

1% less capital invested

Capital invested by funds: $111M → $110M (-$637K)

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$403K
2
RCG
Ruggie Capital Group
Florida
+$369K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$232K
4
LPL Financial
LPL Financial
California
+$77.8K
5
Bank of America
Bank of America
North Carolina
+$21.5K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.65M
2
Citadel Advisors
Citadel Advisors
Florida
-$240K
3
SXL
Summit X LLC
Missouri
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$96M – – –
BlackRock
2
BlackRock
New York
$10.5M +$7.82K +150 +0.1%
Citadel Advisors
3
Citadel Advisors
Florida
$729K -$240K -4,608 -25%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$567K +$403K +7,740 +257%
Bank of America
5
Bank of America
North Carolina
$554K +$21.5K +412 +4%
PK
6
Pflug Koory
Nebraska
$472K – – –
RCG
7
Ruggie Capital Group
Florida
$373K +$369K +7,071 New
LPL Financial
8
LPL Financial
California
$301K +$77.8K +1,493 +35%
SXL
9
Summit X LLC
Missouri
$291K -$204K -3,908 -41%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$235K +$232K +4,445 New
AG
11
Advisor Group
Arizona
$120K +$5.94K +114 +5%
UBS Group
12
UBS Group
Switzerland
$31K +$18.7K +358 +158%
WCG
13
Weaver Consulting Group
California
$27K – – –
SFS
14
Sowell Financial Services
Arkansas
$15K +$14.6K +280 New
CFN
15
Cordasco Financial Network
Florida
$8K – – –
Jane Street
16
Jane Street
New York
– -$1.65M -31,976 Closed

IGEB Hedge Fund Activity: Q3 2019 in Review

15 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2019, worth a combined $110M — down 0.57% from $111M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IGEB positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $403K. The largest seller was Jane Street, exiting entirely with an estimated $1.65M sold.

  • 15 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2019, up from 13 in Q2 2019.
  • Funds reported $110M of iShares Investment Grade Systematic Bond ETF stock for Q3 2019, down 0.57% quarter-over-quarter.
  • 3 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2019 and 1 closed out, a net change of +2 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $403K added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2019 was Jane Street, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2019.