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iShares Investment Grade Systematic Bond ETF

23 hedge funds and large institutions have $120M invested in iShares Investment Grade Systematic Bond ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$76.9M 1,724,084 -122,233 -7%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$9.31M 208,527 +2,832 +1%
AF
3
Advisornet Financial
Minnesota
$6.94M 155,567 -36,329 -19%
PAG
4
Private Advisor Group
New Jersey
$5.92M 132,687 +132,687 New
KWA
5
KCS Wealth Advisory
California
$4.09M 91,587 -9,198 -9%
BlackRock
6
BlackRock
New York
$3.38M 75,665 +75,665 New
Jane Street
7
Jane Street
New York
$3.14M 70,284 -41,450 -37%
Ameriprise
8
Ameriprise
Minnesota
$2.8M 62,635 +31,501 +101%
AWM
9
AE Wealth Management
Kansas
$1.6M 35,758 -2,002 -5%
Citadel Advisors
10
Citadel Advisors
Florida
$1.51M 33,805 +33,805 New
SPC
11
Sigma Planning Corp
Michigan
$957K 21,447 +1,951 +10%
SWM
12
SeaCrest Wealth Management
New York
$913K 20,464 -844 -4%
LSA
13
Lion Street Advisors
Texas
$569K 10,561 -719 -6%
PK
14
Pflug Koory
Nebraska
$399K 8,951
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$376K 8,432 +1,055 +14%
RJA
16
Raymond James & Associates
Florida
$317K 7,112 -8,795 -55%
Bank of America
17
Bank of America
North Carolina
$284K 6,365 +282 +5%
DAS
18
Dynamic Advisor Solutions
Arizona
$251K 5,618 +83 +1%
DWP
19
Destiny Wealth Partners
Florida
$208K 4,655 -5,513 -54%
Osaic Holdings
20
Osaic Holdings
Arizona
$91K 2,027 -1,544 -43%
UBS Group
21
UBS Group
Switzerland
$44K 994 +994 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$29K 657 +656 +65,600%
Morgan Stanley
23
Morgan Stanley
New York
$5K 113 -878 -89%
BCA
24
Bay Colony Advisors
Massachusetts
-40,838 Closed
LPL Financial
25
LPL Financial
California
-11,498 Closed