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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

25 hedge funds and large institutions have $131M invested in iShares Investment Grade Systematic Bond ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
7
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.42M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$89.6M
3
KWA
3
KCS Wealth Advisory
California
$4.89M
4
AF
4
Advisornet Financial
Minnesota
$9.31M
5
SPC
5
Sigma Planning Corp
Michigan
$946K

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
AWM
2
AE Wealth Management
Kansas
$1.83M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
LPL Financial
4
LPL Financial
California
$558K
5
Morgan Stanley
5
Morgan Stanley
New York
$48K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$89.6M 1,846,317 +48,873 +3%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$9.98M 205,695 -1,693 -0.8%
AF
3
Advisornet Financial
Minnesota
$9.31M 191,896 +20,364 +12%
Jane Street
4
Jane Street
New York
$5.42M 111,734 +72,295 +183%
KWA
5
KCS Wealth Advisory
California
$4.89M 100,785 +40,174 +66%
BCA
6
Bay Colony Advisors
Massachusetts
$1.98M 40,838 -277 -0.7%
AWM
7
AE Wealth Management
Kansas
$1.83M 37,760 -9,652 -20%
Ameriprise
8
Ameriprise
Minnesota
$1.51M 31,134 +4,302 +16%
SWM
9
SeaCrest Wealth Management
New York
$1.03M 21,308 +449 +2%
SPC
10
Sigma Planning Corp
Michigan
$946K 19,496 +19,496 New
RJA
11
Raymond James & Associates
Florida
$772K 15,907 – –
LPL Financial
12
LPL Financial
California
$558K 11,498 -1,896 -14%
LSA
13
Lion Street Advisors
Texas
$546K 11,280 -436 -4%
MCC
14
Money Concepts Capital
Florida
$516K 10,625 +10,625 New
DWP
15
Destiny Wealth Partners
Florida
$493K 10,168 -1,296 -11%
PK
16
Pflug Koory
Nebraska
$434K 8,951 – –
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$358K 7,377 -693 -9%
Bank of America
18
Bank of America
North Carolina
$295K 6,083 -569 -9%
DAS
19
Dynamic Advisor Solutions
Arizona
$269K 5,535 +107 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$174K 3,571 – –
WWP
21
WR Wealth Planners
Missouri
$73.1K 1,506 +1,506 New
Morgan Stanley
22
Morgan Stanley
New York
$48K 991 -1,715 -63%
SC
23
Siena Capital
Ohio
$16K 333 +333 New
SL
24
Savior LLC
Massachusetts
$7K 142 – –
BlackRock
25
BlackRock
New York
– – -55,319 Closed
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