IGEB icon

iShares Investment Grade Systematic Bond ETF

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.

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
19
Reduced
14
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
$55M 1,296,767 -104,882 -7%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$33.7M 795,215 +46,996 +6%
WFPG
3
Waller Financial Planning Group
Ohio
$19.8M 466,565 -1,107 -0.2%
PWS
4
Paragon Wealth Strategies
Florida
$11.1M 261,450 -78,271 -23%
Ameriprise
5
Ameriprise
Minnesota
$10.7M 252,197 +3,645 +1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.95M 210,922 +38,959 +23%
AF
7
Advisornet Financial
Minnesota
$8.08M 190,430 +6,999 +4%
Jane Street
8
Jane Street
New York
$5.62M 132,536 +87,382 +194%
PAG
9
Private Advisor Group
New Jersey
$5.45M 128,476 +1,720 +1%
Bank of America
10
Bank of America
North Carolina
$4.02M 94,811 +8,017 +9%
AWM
11
Ameliora Wealth Management
Switzerland
$3.95M 93,145 +29,049 +45%
RA
12
RFG Advisory
Alabama
$2.47M 58,334 -1,286 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.35M 55,378 +8,976 +19%
LPL Financial
14
LPL Financial
California
$1.82M 42,854 +28,347 +195%
BlackRock
15
BlackRock
New York
$1.43M 33,792 -2,753 -8%
BMM
16
Buffington Mohr McNeal
Idaho
$1.38M 32,475 +8,090 +33%
AWM
17
Altus Wealth Management
Kentucky
$1.37M 32,248 +32,248 New
Citadel Advisors
18
Citadel Advisors
Florida
$1.29M 30,303 -52,755 -64%
OMC
19
Old Mission Capital
Illinois
$1.28M 30,289 +30,289 New
SPC
20
Sigma Planning Corp
Michigan
$874K 20,611 -1,152 -5%
WMA
21
Wealth Management Associates
New Jersey
$855K 20,157 +334 +2%
AWM
22
AE Wealth Management
Kansas
$776K 18,299 -1,603 -8%
LSA
23
Lion Street Advisors
Texas
$739K 17,431 -1,752 -9%
NL
24
NWAM LLC
Washington
$710K 16,744 +722 +5%
NA
25
NewEdge Advisors
Louisiana
$708K 16,693 -3,336 -17%