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iShares Investment Grade Systematic Bond ETF
IGEB

26 hedge funds and large institutions have $135M invested in iShares Investment Grade Systematic Bond ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more capital invested

Capital invested by funds: $29.2M → $135M (+$106M)

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

63.33% more ownership

Funds ownership: 18.1% → 81.44% (+63%)

24% more funds holding

Funds holding: 21 → 26 (+5)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$11.1M
2
BCA
Bay Colony Advisors
Massachusetts
+$2.19M
3
RJA
Raymond James & Associates
Florida
+$848K
4
Ameriprise
Ameriprise
Minnesota
+$376K
5
AF
Advisornet Financial
Minnesota
+$249K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.38M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
3
BlackRock
BlackRock
New York
-$789K
4
LPL Financial
LPL Financial
California
-$126K
5
AWM
Avior Wealth Management
Nebraska
-$16K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$94.7M +$95.8M +1,797,444 New
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.9M +$11.1M +207,388 New
AF
3
Advisornet Financial
Minnesota
$9.03M +$249K +4,665 +3%
KWA
4
KCS Wealth Advisory
California
$3.19M +$133K +2,500 +4%
BlackRock
5
BlackRock
New York
$2.91M -$789K -14,805 -21%
AWM
6
AE Wealth Management
Kansas
$2.5M +$107K +2,009 +4%
BCA
7
Bay Colony Advisors
Massachusetts
$2.17M +$2.19M +41,115 New
Jane Street
8
Jane Street
New York
$2.08M -$1.38M -25,943 -40%
Ameriprise
9
Ameriprise
Minnesota
$1.41M +$376K +7,063 +36%
SWM
10
SeaCrest Wealth Management
New York
$1.1M +$40.3K +757 +4%
RJA
11
Raymond James & Associates
Florida
$838K +$848K +15,907 New
LPL Financial
12
LPL Financial
California
$705K -$126K -2,360 -15%
LSA
13
Lion Street Advisors
Texas
$617K +$61.5K +1,155 +11%
DWP
14
Destiny Wealth Partners
Florida
$604K – – –
PK
15
Pflug Koory
Nebraska
$471K – – –
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$425K +$430K +8,070 New
Citadel Advisors
17
Citadel Advisors
Florida
$406K -$1.29M -24,235 -76%
Bank of America
18
Bank of America
North Carolina
$350K +$5.17K +97 +1%
DAS
19
Dynamic Advisor Solutions
Arizona
$286K +$4K +75 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$188K – – –
Morgan Stanley
21
Morgan Stanley
New York
$143K +$10.8K +203 +8%
UBS Group
22
UBS Group
Switzerland
$70K +$56.9K +1,068 +396%
Wells Fargo
23
Wells Fargo
California
$11K +$8.9K +167 +398%
SL
24
Savior LLC
Massachusetts
$7K +$7.57K +142 New
CWP
25
Concord Wealth Partners
Virginia
$5K +$5.12K +96 New
1
2

IGEB Hedge Fund Activity: Q4 2021 in Review

26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2021, worth a combined $135M — up 363% from $29.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IGEB positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $11.1M. The largest seller was Jane Street, cutting an estimated $1.38M.

  • 26 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2021, up from 21 in Q3 2021.
  • Funds reported $135M of iShares Investment Grade Systematic Bond ETF stock for Q4 2021, up 363% quarter-over-quarter.
  • 7 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $11.1M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2021 was Jane Street, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2021.