iShares Investment Grade Systematic Bond ETF
IGEB
42 hedge funds and large institutions have $207M invested in iShares Investment Grade Systematic Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 6 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $209M → $207M (-$1.9M)
4.35% less ownership
Funds ownership: 85.78% → 81.43% (-4.3%)
7% less funds holding
Funds holding: 45 → 42 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$3.97M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.33M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.1M |
| 5 |
AWM
Ameliora Wealth Management
Zurich,
Switzerland
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$8.4M |
| 2 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$7.48M |
| 3 |
Jane Street
New York
|
-$4.22M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$472K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$305K |
IGEB Hedge Fund Activity: Q2 2023 in Review
42 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q2 2023, worth a combined $207M — down 0.91% from $209M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IGEB and 3 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 25 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $8.4M.
- 42 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q2 2023, down from 45 in Q1 2023.
- Funds reported $207M of iShares Investment Grade Systematic Bond ETF stock for Q2 2023, down 0.91% quarter-over-quarter.
- 3 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q2 2023 and 6 closed out, a net change of -3 holders.
- The largest iShares Investment Grade Systematic Bond ETF buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $7M added.
- The largest iShares Investment Grade Systematic Bond ETF seller in Q2 2023 was Carson Wealth (CWM LLC), an estimated $8.4M sold.
Based on aggregated 13F filings for Q2 2023.