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iShares Investment Grade Systematic Bond ETF
IGEB

22 hedge funds and large institutions have $125M invested in iShares Investment Grade Systematic Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

16% more funds holding

Funds holding: 19 → 22 (+3)

16% more capital invested

Capital invested by funds: $108M → $125M (+$16.9M)

5.08% more ownership

Funds ownership: 67.33% → 72.41% (+5.1%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Advisornet Financial
Minnesota
+$8.44M
2
BlackRock
BlackRock
New York
+$4.98M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.46M
4
Wolverine Trading
Wolverine Trading
Illinois
+$1.31M
5
Jane Street
Jane Street
New York
+$1.01M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$369K
2
DWP
Destiny Wealth Partners
Florida
-$177K
3
TI
tru Independence
Oregon
-$66.8K
4
Morgan Stanley
Morgan Stanley
New York
-$51K
5
Bank of America
Bank of America
North Carolina
-$42.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$96M – – –
AF
2
Advisornet Financial
Minnesota
$8.28M +$8.44M +156,889 New
Citadel Advisors
3
Citadel Advisors
Florida
$5.85M +$1.46M +27,151 +32%
BlackRock
4
BlackRock
New York
$4.88M +$4.98M +92,500 New
Jane Street
5
Jane Street
New York
$2.25M +$1.01M +18,851 +79%
KWA
6
KCS Wealth Advisory
California
$1.67M +$502K +9,335 +42%
Wolverine Trading
7
Wolverine Trading
Illinois
$1.28M +$1.31M +24,328 New
LPL Financial
8
LPL Financial
California
$1.26M +$98.9K +1,839 +8%
DWP
9
Destiny Wealth Partners
Florida
$669K -$177K -3,297 -21%
PK
10
Pflug Koory
Nebraska
$472K – – –
AWM
11
AE Wealth Management
Kansas
$401K +$47.6K +885 +13%
Bank of America
12
Bank of America
North Carolina
$391K -$42.7K -794 -10%
KAS
13
Kestra Advisory Services
Texas
$334K +$340K +6,326 New
DAS
14
Dynamic Advisor Solutions
Arizona
$311K +$46.8K +870 +17%
MML Investors Services
15
MML Investors Services
Massachusetts
$240K +$323 +6 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$206K +$39.9K +742 +24%
OMC
17
Old Mission Capital
Illinois
$201K +$205K +3,805 New
Citigroup
18
Citigroup
New York
$21K +$21.5K +400 New
AWM
19
Avior Wealth Management
Nebraska
$15K – – –
SFS
20
Sowell Financial Services
Arkansas
$15K – – –
Fidelity Investments
21
Fidelity Investments
Massachusetts
$9K – – –
APC
22
Aspire Private Capital
North Carolina
$1K +$1.24K +23 New
FTUS
23
Flow Traders U.S.
New York
– -$369K -6,671 Closed
TI
24
tru Independence
Oregon
– -$66.8K -1,207 Closed
Morgan Stanley
25
Morgan Stanley
New York
– -$51K -920 Closed
1
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IGEB Hedge Fund Activity: Q1 2021 in Review

22 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2021, worth a combined $125M — up 16% from $108M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IGEB positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Advisornet Financial, opening a new position worth an estimated $8.44M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $369K sold.

  • 22 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2021, up from 19 in Q4 2020.
  • Funds reported $125M of iShares Investment Grade Systematic Bond ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 7 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2021 and 4 closed out, a net change of +3 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2021 was Advisornet Financial, an estimated $8.44M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2021 was Flow Traders U.S., an estimated $369K sold.

Based on aggregated 13F filings for Q1 2021.