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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
16
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WFPG
Waller Financial Planning Group
Ohio
$20.1M
2
Jane Street
Jane Street
New York
$6.28M
3
Ameriprise
Ameriprise
Minnesota
$7.98M
4
Wells Fargo
Wells Fargo
California
$4.27M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.97M

Top Sellers

1
BlackRock
BlackRock
New York
$1.47M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$71.1M
4
MCC
Money Concepts Capital
Florida
$0
5
KWA
KCS Wealth Advisory
California
$449K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$71.1M -$729K -16,311 -1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$29.4M +$3.72M +83,243 +14%
PWS
3
Paragon Wealth Strategies
Florida
$22.7M +$213K +4,773 +0.9%
WFPG
4
Waller Financial Planning Group
Ohio
$20.1M +$20.1M +449,511 New
Ameriprise
5
Ameriprise
Minnesota
$7.98M +$4.75M +106,233 +147%
AF
6
Advisornet Financial
Minnesota
$7.85M +$281K +6,285 +4%
Jane Street
7
Jane Street
New York
$6.28M +$6.28M +140,420 New
PAG
8
Private Advisor Group
New Jersey
$5.58M -$103K -2,298 -2%
Wells Fargo
9
Wells Fargo
California
$4.27M +$4.27M +95,522 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.97M +$3.97M +88,686 New
Bank of America
11
Bank of America
North Carolina
$3.86M +$333K +7,437 +9%
CAL
12
Capital Analysts LLC
Pennsylvania
$2.92M +$901K +20,144 +45%
Stifel Financial
13
Stifel Financial
Missouri
$2.25M +$2.25M +50,408 New
RA
14
RFG Advisory
Alabama
$2.14M -$54.6K -1,221 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.85M +$1.73M +38,619 +1,449%
AWM
16
Ameliora Wealth Management
Switzerland
$1.83M +$1.83M +40,870 New
LTI
17
Laffer Tengler Investments
Tennessee
$1.63M +$1.63M +36,409 New
BlackRock
18
BlackRock
New York
$1.47M -$1.45M -32,481 -50%
CFGS
19
Concourse Financial Group Securities
Alabama
$1.14M +$1.14M +25,574 New
SPC
20
Sigma Planning Corp
Michigan
$992K +$61.8K +1,383 +7%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$831K -$1.97K -44 -0.2%
NA
22
NewEdge Advisors
Louisiana
$829K -$166K -3,729 -17%
WMA
23
Wealth Management Associates
New Jersey
$821K +$81.9K +1,831 +11%
LSA
24
Lion Street Advisors
Texas
$811K +$339K +7,585 +72%
AWM
25
AE Wealth Management
Kansas
$801K -$19.3K -431 -2%
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