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iShares Investment Grade Systematic Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

4.3% more ownership

Funds ownership: 81.44%85.74% (+4.3%)

3% less capital invested

Capital invested by funds: $135M → $131M (-$4.01M)

4% less funds holding

Funds holding: 2625 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.39%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$89.6M +$2.44M +48,873 +3%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$9.98M -$84.6K -1,693 -0.8%
AF
3
Advisornet Financial
Minnesota
$9.31M +$1.02M +20,364 +12%
Jane Street
4
Jane Street
New York
$5.42M +$3.61M +72,295 +183%
KWA
5
KCS Wealth Advisory
California
$4.89M +$2.01M +40,174 +66%
BCA
6
Bay Colony Advisors
Massachusetts
$1.98M -$13.8K -277 -0.7%
AWM
7
AE Wealth Management
Kansas
$1.83M -$483K -9,652 -20%
Ameriprise
8
Ameriprise
Minnesota
$1.51M +$215K +4,302 +16%
SWM
9
SeaCrest Wealth Management
New York
$1.03M +$22.4K +449 +2%
SPC
10
Sigma Planning Corp
Michigan
$946K +$975K +19,496 New
RJA
11
Raymond James & Associates
Florida
$772K
LPL Financial
12
LPL Financial
California
$558K -$94.8K -1,896 -14%
LSA
13
Lion Street Advisors
Texas
$546K -$21.8K -436 -4%
MCC
14
Money Concepts Capital
Florida
$516K +$531K +10,625 New
DWP
15
Destiny Wealth Partners
Florida
$493K -$64.8K -1,296 -11%
PK
16
Pflug Koory
Nebraska
$434K
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$358K -$34.6K -693 -9%
Bank of America
18
Bank of America
North Carolina
$295K -$28.4K -569 -9%
DAS
19
Dynamic Advisor Solutions
Arizona
$269K +$5.35K +107 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$174K
WWP
21
WR Wealth Planners
Missouri
$73.1K +$75.3K +1,506 New
Morgan Stanley
22
Morgan Stanley
New York
$48K -$85.7K -1,715 -63%
SC
23
Siena Capital
Ohio
$16K +$16.6K +333 New
SL
24
Savior LLC
Massachusetts
$7K
BlackRock
25
BlackRock
New York
-$2.91M -55,319 Closed

IGEB Hedge Fund Activity: Q1 2022 in Review

25 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2022, worth a combined $131M — down 3% from $135M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IGEB and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, adding an estimated $3.61M. The largest seller was BlackRock, exiting entirely with an estimated $2.91M sold.

  • 25 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2022, down from 26 in Q4 2021.
  • Funds reported $131M of iShares Investment Grade Systematic Bond ETF stock for Q1 2022, down 3% quarter-over-quarter.
  • 4 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2022 and 5 closed out, a net change of -1 holder.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2022 was Jane Street, an estimated $3.61M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2022 was BlackRock, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2022.