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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$16M |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$825K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$754K |
| 4 |
WMA
Wealth Management Associates
Cherry Hill,
New Jersey
|
+$651K |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$3.15M |
| 2 |
Jane Street
New York
|
-$1.75M |
| 3 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$913K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$726K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$317K |
IGEB Hedge Fund Activity: Q3 2022 in Review
25 of the 5,828 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.