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iShares Investment Grade Systematic Bond ETF

82 hedge funds and large institutions have $374M invested in iShares Investment Grade Systematic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
82
Holders Change
+40
Holders Change %
+95.24%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
45
Increased
16
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.6M 1,095,639 +1,095,639 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$49.1M 1,084,746 -212,021 -16%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$32.4M 715,390 -79,825 -10%
LPL Financial
4
LPL Financial
California
$25.4M 561,406 +518,552 +1,210%
WFPG
5
Waller Financial Planning Group
Ohio
$21.3M 470,405 +3,840 +0.8%
Bank of America
6
Bank of America
North Carolina
$18.4M 407,557 +312,746 +330%
MML Investors Services
7
MML Investors Services
Massachusetts
$15M 331,564 +331,564 New
OIA
8
OneDigital Investment Advisors
Kansas
$14.1M 312,532 +312,532 New
AWM
9
Ameliora Wealth Management
Switzerland
$12.5M 276,677 +183,532 +197%
UCFA
10
United Capital Financial Advisors
Texas
$12.2M 269,006 +269,006 New
PWS
11
Paragon Wealth Strategies
Florida
$11.9M 262,867 +1,417 +0.5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$10.7M 237,581 +26,659 +13%
Ameriprise
13
Ameriprise
Minnesota
$10.3M 226,772 -25,425 -10%
PAG
14
Private Advisor Group
New Jersey
$9.79M 216,444 +87,968 +68%
Betterment LLC
15
Betterment LLC
New York
$9.14M 202,055 +202,055 New
DC
16
Dorval Corp
Minnesota
$9M 198,946 +198,946 New
MSWM
17
McGlone Suttner Wealth Management
Wisconsin
$6.06M 133,954 +133,954 New
Goldman Sachs
18
Goldman Sachs
New York
$5.28M 116,746 +116,746 New
Stifel Financial
19
Stifel Financial
Missouri
$4.79M 105,905 +105,905 New
SL
20
Systelligence LLC
Minnesota
$4.19M 92,622 +92,622 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.91M 64,356 +64,356 New
RA
22
RFG Advisory
Alabama
$2.6M 57,559 -775 -1%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$2.19M 48,339 +48,339 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.06M 45,484 +45,484 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.04M 45,136 +45,136 New