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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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.

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
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$94.7M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.9M
3
BCA
3
Bay Colony Advisors
Massachusetts
$2.17M
4
RJA
4
Raymond James & Associates
Florida
$838K
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$425K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.08M
2
Citadel Advisors
2
Citadel Advisors
Florida
$406K
3
BlackRock
3
BlackRock
New York
$2.91M
4
LPL Financial
4
LPL Financial
California
$705K
5
AWM
5
Avior Wealth Management
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$94.7M 1,797,444 +1,797,444 New
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.9M 207,388 +207,388 New
AF
3
Advisornet Financial
Minnesota
$9.03M 171,532 +4,665 +3%
KWA
4
KCS Wealth Advisory
California
$3.19M 60,611 +2,500 +4%
BlackRock
5
BlackRock
New York
$2.91M 55,319 -14,805 -21%
AWM
6
AE Wealth Management
Kansas
$2.5M 47,412 +2,009 +4%
BCA
7
Bay Colony Advisors
Massachusetts
$2.17M 41,115 +41,115 New
Jane Street
8
Jane Street
New York
$2.08M 39,439 -25,943 -40%
Ameriprise
9
Ameriprise
Minnesota
$1.41M 26,832 +7,063 +36%
SWM
10
SeaCrest Wealth Management
New York
$1.1M 20,859 +757 +4%
RJA
11
Raymond James & Associates
Florida
$838K 15,907 +15,907 New
LPL Financial
12
LPL Financial
California
$705K 13,394 -2,360 -15%
LSA
13
Lion Street Advisors
Texas
$617K 11,716 +1,155 +11%
DWP
14
Destiny Wealth Partners
Florida
$604K 11,464 – –
PK
15
Pflug Koory
Nebraska
$471K 8,951 – –
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$425K 8,070 +8,070 New
Citadel Advisors
17
Citadel Advisors
Florida
$406K 7,702 -24,235 -76%
Bank of America
18
Bank of America
North Carolina
$350K 6,652 +97 +1%
DAS
19
Dynamic Advisor Solutions
Arizona
$286K 5,428 +75 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$188K 3,571 – –
Morgan Stanley
21
Morgan Stanley
New York
$143K 2,706 +203 +8%
UBS Group
22
UBS Group
Switzerland
$70K 1,338 +1,068 +396%
Wells Fargo
23
Wells Fargo
California
$11K 209 +167 +398%
SL
24
Savior LLC
Massachusetts
$7K 142 +142 New
CWP
25
Concord Wealth Partners
Virginia
$5K 96 +96 New
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