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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$21.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.11M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$2.11M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$1.94M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$959K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.73M |
| 2 |
Jane Street
New York
|
-$1.32M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.3M |
| 4 |
PK
Pflug Koory
Omaha,
Nebraska
|
-$379K |
| 5 |
BlackRock
New York
|
-$281K |
IGEB Hedge Fund Activity: Q4 2022 in Review
32 of the 6,237 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.