iShares Investment Grade Systematic Bond ETF
IGEB
45 hedge funds and large institutions have $209M invested in iShares Investment Grade Systematic Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
41% more funds holding
Funds holding: 32 → 45 (+13)
37% more capital invested
Capital invested by funds: $152M → $209M (+$56.8M)
5.11% more ownership
Funds ownership: 80.67% → 85.78% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFPG
Waller Financial Planning Group
Columbus,
Ohio
|
+$19.9M |
| 2 |
Jane Street
New York
|
+$6.22M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.71M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.23M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.44M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$926K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$723K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$450K |
| 5 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$436K |
IGEB Hedge Fund Activity: Q1 2023 in Review
45 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2023, worth a combined $209M — up 37% from $152M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IGEB positions and 3 closed out — a net gain of 13 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Waller Financial Planning Group, opening a new position worth an estimated $19.9M. The largest seller was BlackRock, cutting an estimated $1.44M.
- 45 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2023, up from 32 in Q4 2022.
- Funds reported $209M of iShares Investment Grade Systematic Bond ETF stock for Q1 2023, up 37% quarter-over-quarter.
- 16 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2023 and 3 closed out, a net change of +13 holders.
- The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2023 was Waller Financial Planning Group, an estimated $19.9M added.
- The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2023 was BlackRock, an estimated $1.44M sold.
Based on aggregated 13F filings for Q1 2023.