We are live on ! Find out more
IGEB icon

iShares Investment Grade Systematic Bond ETF

21 hedge funds and large institutions have $29.2M invested in iShares Investment Grade Systematic Bond ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 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

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

5% more funds holding

Funds holding: 2021 (+1)

61.01% less ownership

Funds ownership: 79.11%18.1% (-61%)

77% less capital invested

Capital invested by funds: $126M → $29.2M (-$97.2M)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Advisornet Financial
Minnesota
$8.96M +$195K +3,592 +2%
BlackRock
2
BlackRock
New York
$3.77M -$3.86M -70,909 -50%
Jane Street
3
Jane Street
New York
$3.51M +$1.99M +36,678 +128%
KWA
4
KCS Wealth Advisory
California
$3.12M +$1.14M +20,937 +56%
AWM
5
AE Wealth Management
Kansas
$2.44M +$2.12M +38,948 +603%
Citadel Advisors
6
Citadel Advisors
Florida
$1.72M -$4.62M -84,912 -73%
Ameriprise
7
Ameriprise
Minnesota
$1.09M +$97K +1,784 +10%
SWM
8
SeaCrest Wealth Management
New York
$1.08M +$1.09M +20,102 New
LPL Financial
9
LPL Financial
California
$846K +$293K +5,394 +52%
DWP
10
Destiny Wealth Partners
Florida
$616K
LSA
11
Lion Street Advisors
Texas
$569K +$574K +10,561 New
PK
12
Pflug Koory
Nebraska
$481K
Bank of America
13
Bank of America
North Carolina
$352K +$15K +275 +4%
DAS
14
Dynamic Advisor Solutions
Arizona
$288K -$40.5K -745 -12%
Osaic Holdings
15
Osaic Holdings
Arizona
$192K +$22.8K +419 +13%
Morgan Stanley
16
Morgan Stanley
New York
$135K +$5.17K +95 +4%
AWM
17
Avior Wealth Management
Nebraska
$16K
UBS Group
18
UBS Group
Switzerland
$15K -$12.3K -226 -46%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4K +$4.13K +76 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$3K -$54 -1 -2%
Wells Fargo
21
Wells Fargo
California
$2K -$7.45K -137 -77%
Citigroup
22
Citigroup
New York
-$22K -400 Closed

IGEB Hedge Fund Activity: Q3 2021 in Review

21 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2021, worth a combined $29.2M — down 77% from $126M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IGEB positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $2.12M. The largest seller was Citadel Advisors, cutting an estimated $4.62M.

  • 21 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2021, up from 20 in Q2 2021.
  • Funds reported $29.2M of iShares Investment Grade Systematic Bond ETF stock for Q3 2021, down 77% quarter-over-quarter.
  • 3 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2021 and 1 closed out, a net change of +2 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2021 was AE Wealth Management, an estimated $2.12M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $4.62M sold.

Based on aggregated 13F filings for Q3 2021.