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iShares Investment Grade Systematic Bond ETF

19 hedge funds and large institutions have $110M invested in iShares Investment Grade Systematic Bond ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$96M 1,772,264
BlackRock
2
BlackRock
New York
$9.56M 175,726 -20,023 -10%
Jane Street
3
Jane Street
New York
$854K 15,691 -65,054 -81%
KWA
4
KCS Wealth Advisory
California
$600K 11,026 +2,180 +25%
PK
5
Pflug Koory
Nebraska
$487K 8,951
Bank of America
6
Bank of America
North Carolina
$485K 8,920 -1,539 -15%
FTUS
7
Flow Traders U.S.
New York
$471K 8,654 +3,104 +56%
SS
8
Simplicity Solutions
Minnesota
$272K 5,000 +5,000 New
AWM
9
AE Wealth Management
Kansas
$272K 5,000 +5,000 New
Osaic Holdings
10
Osaic Holdings
Arizona
$267K 4,916 -1,694 -26%
LPL Financial
11
LPL Financial
California
$247K 4,548 -1,599 -26%
WCG
12
Weaver Consulting Group
California
$76K 1,389
RG
13
Retirement Group
California
$76K 1,403 +1,403 New
UBS Group
14
UBS Group
Switzerland
$24K 445 -442 -50%
APA
15
American Portfolios Advisors
New York
$17.4K 320
AWM
16
Avior Wealth Management
Nebraska
$16K 300
SFS
17
Sowell Financial Services
Arkansas
$15K 281
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7K 137 +137 New
TI
19
tru Independence
Oregon
$70 1,289 +1,289 New
SXL
20
Summit X LLC
Missouri
-7,046 Closed
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
-5,898 Closed
Wolverine Trading
22
Wolverine Trading
Illinois
-5,200 Closed
CFN
23
Cordasco Financial Network
Florida
-155 Closed
WP
24
WealthShield Partners
North Carolina
-39 Closed
CFGS
25
Concourse Financial Group Securities
Alabama