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iShares Investment Grade Systematic Bond ETF
IGEB

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

9% more funds holding

Funds holding: 23 → 25 (+2)

8.63% more ownership

Funds ownership: 85.33% → 93.97% (+8.6%)

4% more capital invested

Capital invested by funds: $120M → $125M (+$5.11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

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
Hennion & Walsh Asset Management
New Jersey
+$16M
2
AW
ACG Wealth
Georgia
+$825K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$754K
4
WMA
Wealth Management Associates
New Jersey
+$651K
5
NL
NWAM LLC
Washington
+$419K

Top Sellers

1
KWA
KCS Wealth Advisory
California
-$3.15M
2
Jane Street
Jane Street
New York
-$1.75M
3
SWM
SeaCrest Wealth Management
New York
-$913K
4
AWM
AE Wealth Management
Kansas
-$726K
5
RJA
Raymond James & Associates
Florida
-$317K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$73.6M +$754K +16,862 +1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$24M +$16M +358,016 +172%
AF
3
Advisornet Financial
Minnesota
$6.8M +$233K +5,202 +3%
PAG
4
Private Advisor Group
New Jersey
$5.39M -$235K -5,255 -4%
BlackRock
5
BlackRock
New York
$3.04M -$167K -3,732 -5%
Ameriprise
6
Ameriprise
Minnesota
$2.58M -$68K -1,520 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$1.61M +$194K +4,326 +13%
Jane Street
8
Jane Street
New York
$1.32M -$1.75M -39,111 -56%
SPC
9
Sigma Planning Corp
Michigan
$923K +$16.5K +369 +2%
KWA
10
KCS Wealth Advisory
California
$895K -$3.15M -70,427 -77%
AWM
11
AE Wealth Management
Kansas
$826K -$726K -16,221 -45%
AW
12
ACG Wealth
Georgia
$780K +$825K +18,443 New
WMA
13
Wealth Management Associates
New Jersey
$616K +$651K +14,557 New
LSA
14
Lion Street Advisors
Texas
$414K -$31.3K -700 -7%
NL
15
NWAM LLC
Washington
$396K +$419K +9,369 New
PK
16
Pflug Koory
Nebraska
$379K – – –
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$285K -$75.6K -1,690 -20%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$278K +$294K +6,574 New
Bank of America
19
Bank of America
North Carolina
$273K +$3.49K +78 +1%
DAS
20
Dynamic Advisor Solutions
Arizona
$221K -$18.1K -404 -7%
WIM
21
Warwick Investment Management
Texas
$213K +$225K +5,031 New
DWP
22
Destiny Wealth Partners
Florida
$134K -$66.7K -1,491 -32%
PFM
23
Phillips Financial Management
Indiana
$111K +$118K +2,630 New
Osaic Holdings
24
Osaic Holdings
Arizona
$103K +$17.1K +382 +19%
SWM
25
SeaCrest Wealth Management
New York
– -$913K -20,464 Closed
1
2

IGEB Hedge Fund Activity: Q3 2022 in Review

25 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2022, worth a combined $125M — up 4.3% from $120M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IGEB positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $16M. The largest seller was KCS Wealth Advisory, cutting an estimated $3.15M.

  • 25 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2022, up from 23 in Q2 2022.
  • Funds reported $125M of iShares Investment Grade Systematic Bond ETF stock for Q3 2022, up 4.3% quarter-over-quarter.
  • 6 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2022 and 4 closed out, a net change of +2 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2022 was Hennion & Walsh Asset Management, an estimated $16M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2022 was KCS Wealth Advisory, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2022.