IGEB icon

iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

25 hedge funds and large institutions have $125M invested in iShares Investment Grade Systematic Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
7
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$24M
2
AW
2
ACG Wealth
Georgia
$780K
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$73.6M
4
WMA
4
Wealth Management Associates
New Jersey
$616K
5
NL
5
NWAM LLC
Washington
$396K

Top Sellers

1
KWA
1
KCS Wealth Advisory
California
$895K
2
Jane Street
2
Jane Street
New York
$1.32M
3
SWM
3
SeaCrest Wealth Management
New York
$0
4
AWM
4
AE Wealth Management
Kansas
$826K
5
RJA
5
Raymond James & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$73.6M 1,740,946 +16,862 +1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$24M 566,543 +358,016 +172%
AF
3
Advisornet Financial
Minnesota
$6.8M 160,769 +5,202 +3%
PAG
4
Private Advisor Group
New Jersey
$5.39M 127,432 -5,255 -4%
BlackRock
5
BlackRock
New York
$3.04M 71,933 -3,732 -5%
Ameriprise
6
Ameriprise
Minnesota
$2.59M 61,115 -1,520 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$1.61M 38,131 +4,326 +13%
Jane Street
8
Jane Street
New York
$1.32M 31,173 -39,111 -56%
SPC
9
Sigma Planning Corp
Michigan
$923K 21,816 +369 +2%
KWA
10
KCS Wealth Advisory
California
$895K 21,160 -70,427 -77%
AWM
11
AE Wealth Management
Kansas
$826K 19,537 -16,221 -45%
AW
12
ACG Wealth
Georgia
$780K 18,443 +18,443 New
WMA
13
Wealth Management Associates
New Jersey
$616K 14,557 +14,557 New
LSA
14
Lion Street Advisors
Texas
$414K 9,861 -700 -7%
NL
15
NWAM LLC
Washington
$396K 9,369 +9,369 New
PK
16
Pflug Koory
Nebraska
$379K 8,951 – –
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$285K 6,742 -1,690 -20%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$278K 6,574 +6,574 New
Bank of America
19
Bank of America
North Carolina
$273K 6,443 +78 +1%
DAS
20
Dynamic Advisor Solutions
Arizona
$221K 5,214 -404 -7%
WIM
21
Warwick Investment Management
Texas
$213K 5,031 +5,031 New
DWP
22
Destiny Wealth Partners
Florida
$134K 3,164 -1,491 -32%
PFM
23
Phillips Financial Management
Indiana
$111K 2,630 +2,630 New
Osaic Holdings
24
Osaic Holdings
Arizona
$103K 2,409 +382 +19%
SWM
25
SeaCrest Wealth Management
New York
– – -20,464 Closed
1
2