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iShares Investment Grade Systematic Bond ETF

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.

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
25
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$61.9M 1,401,649 -189,676 -12%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$33.1M 748,219 +89,647 +14%
WFPG
3
Waller Financial Planning Group
Ohio
$20.7M 467,672 +18,161 +4%
PWS
4
Paragon Wealth Strategies
Florida
$15M 339,721 -168,929 -33%
Ameriprise
5
Ameriprise
Minnesota
$10.9M 248,552 +70,030 +39%
AF
6
Advisornet Financial
Minnesota
$8.11M 183,431 +7,927 +5%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$7.6M 171,963 +158,232 +1,152%
PAG
8
Private Advisor Group
New Jersey
$5.6M 126,756 +1,953 +2%
Wells Fargo
9
Wells Fargo
California
$4.04M 91,320 -4,202 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.99M 90,284 +1,598 +2%
Bank of America
11
Bank of America
North Carolina
$3.84M 86,794 +561 +0.7%
Citadel Advisors
12
Citadel Advisors
Florida
$3.67M 83,058 +75,130 +948%
AWM
13
Ameliora Wealth Management
Switzerland
$2.83M 64,096 +23,226 +57%
RA
14
RFG Advisory
Alabama
$2.63M 59,620 +11,659 +24%
CAL
15
Capital Analysts LLC
Pennsylvania
$2.41M 54,598 -10,667 -16%
Stifel Financial
16
Stifel Financial
Missouri
$2.16M 48,834 -1,574 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.05M 46,402 +5,117 +12%
Jane Street
18
Jane Street
New York
$2M 45,154 -95,266 -68%
BlackRock
19
BlackRock
New York
$1.61M 36,545 +3,644 +11%
LTI
20
Laffer Tengler Investments
Tennessee
$1.33M 29,996 -6,413 -18%
CFGS
21
Concourse Financial Group Securities
Alabama
$1.12M 25,335 -239 -0.9%
BMM
22
Buffington Mohr McNeal
Idaho
$1.08M 24,385 +12,055 +98%
LSA
23
Lion Street Advisors
Texas
$1.03M 19,183 +1,037 +6%
SPC
24
Sigma Planning Corp
Michigan
$962K 21,763 -431 -2%
NA
25
NewEdge Advisors
Louisiana
$885K 20,029 +1,442 +8%