iShares Investment Grade Systematic Bond ETF
IGEB
42 hedge funds and large institutions have $188M invested in iShares Investment Grade Systematic Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 6 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
0% more funds holding
Funds holding: 42 → 42 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
5.08% less ownership
Funds ownership: 81.43% → 76.35% (-5.1%)
9% less capital invested
Capital invested by funds: $207M → $188M (-$19.3M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.79M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$2.04M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.69M |
| 4 |
AWM
Altus Wealth Management
Ft Mitchell,
Kentucky
|
+$1.4M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.55M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.04M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.99M |
| 4 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$3.4M |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$2.36M |
IGEB Hedge Fund Activity: Q3 2023 in Review
42 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2023, worth a combined $188M — down 9.3% from $207M a quarter earlier.
Fund positioning in IGEB was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 19 added to existing stakes and 14 trimmed.
The largest buyer was Jane Street, adding an estimated $3.79M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.55M.
- 42 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $188M of iShares Investment Grade Systematic Bond ETF stock for Q3 2023, down 9.3% quarter-over-quarter.
- 6 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2023 and 6 closed out, a net change of 0 holders.
- The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2023 was Jane Street, an estimated $3.79M added.
- The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $4.55M sold.
Based on aggregated 13F filings for Q3 2023.