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iShares Investment Grade Systematic Bond ETF
IGEB

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

28% more funds holding

Funds holding: 25 → 32 (+7)

22% more capital invested

Capital invested by funds: $125M → $152M (+$27M)

13.3% less ownership

Funds ownership: 93.97% → 80.67% (-13%)

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.51%
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
Paragon Wealth Strategies
Florida
+$21.6M
2
Bank of America
Bank of America
North Carolina
+$3.11M
3
RA
RFG Advisory
Alabama
+$2.11M
4
CAL
Capital Analysts LLC
Pennsylvania
+$1.94M
5
NA
NewEdge Advisors
Louisiana
+$959K

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.73M
2
Jane Street
Jane Street
New York
-$1.32M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.3M
4
PK
Pflug Koory
Nebraska
-$379K
5
BlackRock
BlackRock
New York
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$69.6M -$5.73M -133,310 -8%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$24.9M +$378K +8,786 +2%
PWS
3
Paragon Wealth Strategies
Florida
$21.8M +$21.6M +503,877 New
AF
4
Advisornet Financial
Minnesota
$7.33M +$363K +8,450 +5%
PAG
5
Private Advisor Group
New Jersey
$5.5M -$14.2K -331 -0.3%
Bank of America
6
Bank of America
North Carolina
$3.41M +$3.11M +72,353 +1,123%
Ameriprise
7
Ameriprise
Minnesota
$3.13M +$480K +11,174 +18%
BlackRock
8
BlackRock
New York
$2.83M -$281K -6,551 -9%
RA
9
RFG Advisory
Alabama
$2.22M +$2.11M +49,182 New
CAL
10
Capital Analysts LLC
Pennsylvania
$1.95M +$1.94M +45,121 New
NA
11
NewEdge Advisors
Louisiana
$966K +$959K +22,316 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$926K +$918K +21,375 New
SPC
13
Sigma Planning Corp
Michigan
$901K -$43.2K -1,005 -5%
KWA
14
KCS Wealth Advisory
California
$861K -$55.5K -1,292 -6%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$807K +$801K +18,632 New
AWM
16
AE Wealth Management
Kansas
$795K -$50.7K -1,181 -6%
WMA
17
Wealth Management Associates
New Jersey
$716K +$85.3K +1,986 +14%
LSA
18
Lion Street Advisors
Texas
$568K +$30.1K +700 +7%
MCC
19
Money Concepts Capital
Florida
$450K +$446K +10,380 New
NL
20
NWAM LLC
Washington
$414K +$7.78K +181 +2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$384K +$379K +8,821 New
Citadel Advisors
22
Citadel Advisors
Florida
$337K -$1.3M -30,353 -80%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$290K -$2.23K -52 -0.8%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$285K – – –
DWP
25
Destiny Wealth Partners
Florida
$219K +$81.1K +1,888 +60%
1
2

IGEB Hedge Fund Activity: Q4 2022 in Review

32 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2022, worth a combined $152M — up 22% from $125M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IGEB positions and 4 closed out — a net gain of 8 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Paragon Wealth Strategies, opening a new position worth an estimated $21.6M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $5.73M.

  • 32 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2022, up from 25 in Q3 2022.
  • Funds reported $152M of iShares Investment Grade Systematic Bond ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 12 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2022 was Paragon Wealth Strategies, an estimated $21.6M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2022 was Carson Wealth (CWM LLC), an estimated $5.73M sold.

Based on aggregated 13F filings for Q4 2022.