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iShares Investment Grade Systematic Bond ETF
IGEB

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.

New
Increased
Maintained
Reduced
Closed

1,025% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

99% more capital invested

Capital invested by funds: $188M → $374M (+$186M)

95% more funds holding

Funds holding: 42 → 82 (+40)

15.53% more ownership

Funds ownership: 76.35% → 91.88% (+16%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$47.1M
2
LPL Financial
LPL Financial
California
+$22.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$14.3M
4
Bank of America
Bank of America
North Carolina
+$13.5M
5
OIA
OneDigital Investment Advisors
Kansas
+$13.4M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$9.12M
2
AF
Advisornet Financial
Minnesota
-$8.18M
3
Jane Street
Jane Street
New York
-$4.53M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.43M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.6M +$47.1M +1,095,639 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$49.1M -$9.12M -212,021 -16%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$32.4M -$3.43M -79,825 -10%
LPL Financial
4
LPL Financial
California
$25.4M +$22.3M +518,552 +1,210%
WFPG
5
Waller Financial Planning Group
Ohio
$21.3M +$165K +3,840 +0.8%
Bank of America
6
Bank of America
North Carolina
$18.4M +$13.5M +312,746 +330%
MML Investors Services
7
MML Investors Services
Massachusetts
$15M +$14.3M +331,564 New
OIA
8
OneDigital Investment Advisors
Kansas
$14.1M +$13.4M +312,532 New
AWM
9
Ameliora Wealth Management
Switzerland
$12.5M +$7.9M +183,532 +197%
UCFA
10
United Capital Financial Advisors
Texas
$12.2M +$11.6M +269,006 New
PWS
11
Paragon Wealth Strategies
Florida
$11.9M +$61K +1,417 +0.5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$10.7M +$1.15M +26,659 +13%
Ameriprise
13
Ameriprise
Minnesota
$10.3M -$1.09M -25,425 -10%
PAG
14
Private Advisor Group
New Jersey
$9.79M +$3.78M +87,968 +68%
Betterment LLC
15
Betterment LLC
New York
$9.14M +$8.69M +202,055 New
DC
16
Dorval Corp
Minnesota
$9M +$8.56M +198,946 New
MSWM
17
McGlone Suttner Wealth Management
Wisconsin
$6.06M +$5.76M +133,954 New
Goldman Sachs
18
Goldman Sachs
New York
$5.28M +$5.02M +116,746 New
Stifel Financial
19
Stifel Financial
Missouri
$4.79M +$4.56M +105,905 New
SL
20
Systelligence LLC
Minnesota
$4.19M +$3.98M +92,622 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.91M +$2.77M +64,356 New
RA
22
RFG Advisory
Alabama
$2.6M -$33.3K -775 -1%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$2.19M +$2.08M +48,339 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.06M +$1.96M +45,484 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.04M +$1.94M +45,136 New
1
2 3 4

IGEB Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2023, worth a combined $374M — up 99% from $188M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IGEB positions and 4 closed out — a net gain of 41 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $47.1M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $9.12M.

  • 82 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2023, up from 42 in Q3 2023.
  • Funds reported $374M of iShares Investment Grade Systematic Bond ETF stock for Q4 2023, up 99% quarter-over-quarter.
  • 45 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2023 and 4 closed out, a net change of +41 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $47.1M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2023 was Carson Wealth (CWM LLC), an estimated $9.12M sold.

Based on aggregated 13F filings for Q4 2023.