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iShares Investment Grade Systematic Bond ETF

20 hedge funds and large institutions have $126M invested in iShares Investment Grade Systematic Bond ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.7% more ownership

Funds ownership: 72.41%79.11% (+6.7%)

1% more capital invested

Capital invested by funds: $125M → $126M (+$1.66M)

9% less funds holding

Funds holding: 2220 (-2)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
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
$8.85M +$341K +6,386 +4%
BlackRock
3
BlackRock
New York
$7.64M +$2.59M +48,533 +52%
Citadel Advisors
4
Citadel Advisors
Florida
$6.33M +$323K +6,052 +5%
KWA
5
KCS Wealth Advisory
California
$2.01M +$299K +5,592 +18%
Jane Street
6
Jane Street
New York
$1.55M -$748K -14,010 -33%
Ameriprise
7
Ameriprise
Minnesota
$974K +$960K +17,985 New
DWP
8
Destiny Wealth Partners
Florida
$621K -$64.3K -1,205 -10%
LPL Financial
9
LPL Financial
California
$561K -$725K -13,573 -57%
PK
10
Pflug Koory
Nebraska
$485K
AWM
11
AE Wealth Management
Kansas
$350K -$61.4K -1,150 -15%
Bank of America
12
Bank of America
North Carolina
$340K -$59.6K -1,117 -15%
DAS
13
Dynamic Advisor Solutions
Arizona
$330K +$10.9K +204 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$171K -$39.4K -737 -19%
Morgan Stanley
15
Morgan Stanley
New York
$130K +$129K +2,408 New
UBS Group
16
UBS Group
Switzerland
$27K +$26.5K +496 New
Citigroup
17
Citigroup
New York
$22K
AWM
18
Avior Wealth Management
Nebraska
$16K
Wells Fargo
19
Wells Fargo
California
$10K +$9.56K +179 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$3K -$6.46K -121 -69%
Wolverine Trading
21
Wolverine Trading
Illinois
-$1.28M -24,328 Closed
KAS
22
Kestra Advisory Services
Texas
-$334K -6,326 Closed
MML Investors Services
23
MML Investors Services
Massachusetts
-$240K -4,542 Closed
OMC
24
Old Mission Capital
Illinois
-$201K -3,805 Closed
SFS
25
Sowell Financial Services
Arkansas
-$15K -281 Closed

IGEB Hedge Fund Activity: Q2 2021 in Review

20 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q2 2021, worth a combined $126M — up 1.3% from $125M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IGEB and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was BlackRock, adding an estimated $2.59M. The largest seller was Wolverine Trading, exiting entirely with an estimated $1.28M sold.

  • 20 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q2 2021, down from 22 in Q1 2021.
  • Funds reported $126M of iShares Investment Grade Systematic Bond ETF stock for Q2 2021, up 1.3% quarter-over-quarter.
  • 4 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q2 2021 and 6 closed out, a net change of -2 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q2 2021 was BlackRock, an estimated $2.59M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q2 2021 was Wolverine Trading, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2021.