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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

32 hedge funds and large institutions have $152M invested in iShares Investment Grade Systematic Bond ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
11
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Paragon Wealth Strategies
Florida
$21.8M
2
Bank of America
2
Bank of America
North Carolina
$3.41M
3
RA
3
RFG Advisory
Alabama
$2.22M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$1.95M
5
NA
5
NewEdge Advisors
Louisiana
$966K

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$69.6M
2
Jane Street
2
Jane Street
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$337K
4
PK
4
Pflug Koory
Nebraska
$0
5
BlackRock
5
BlackRock
New York
$2.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$69.6M 1,607,636 -133,310 -8%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$24.9M 575,329 +8,786 +2%
PWS
3
Paragon Wealth Strategies
Florida
$21.8M 503,877 +503,877 New
AF
4
Advisornet Financial
Minnesota
$7.33M 169,219 +8,450 +5%
PAG
5
Private Advisor Group
New Jersey
$5.5M 127,101 -331 -0.3%
Bank of America
6
Bank of America
North Carolina
$3.41M 78,796 +72,353 +1,123%
Ameriprise
7
Ameriprise
Minnesota
$3.13M 72,289 +11,174 +18%
BlackRock
8
BlackRock
New York
$2.83M 65,382 -6,551 -9%
RA
9
RFG Advisory
Alabama
$2.22M 49,182 +49,182 New
CAL
10
Capital Analysts LLC
Pennsylvania
$1.95M 45,121 +45,121 New
NA
11
NewEdge Advisors
Louisiana
$966K 22,316 +22,316 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$926K 21,375 +21,375 New
SPC
13
Sigma Planning Corp
Michigan
$901K 20,811 -1,005 -5%
KWA
14
KCS Wealth Advisory
California
$861K 19,868 -1,292 -6%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$807K 18,632 +18,632 New
AWM
16
AE Wealth Management
Kansas
$795K 18,356 -1,181 -6%
WMA
17
Wealth Management Associates
New Jersey
$716K 16,543 +1,986 +14%
LSA
18
Lion Street Advisors
Texas
$568K 10,561 +700 +7%
MCC
19
Money Concepts Capital
Florida
$450K 10,380 +10,380 New
NL
20
NWAM LLC
Washington
$414K 9,550 +181 +2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$384K 8,821 +8,821 New
Citadel Advisors
22
Citadel Advisors
Florida
$337K 7,778 -30,353 -80%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$290K 6,690 -52 -0.8%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$285K 6,574 – –
DWP
25
Destiny Wealth Partners
Florida
$219K 5,052 +1,888 +60%
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