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iShares Investment Grade Systematic Bond ETF

101 hedge funds and large institutions have $496M invested in iShares Investment Grade Systematic Bond ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 53 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 12

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $374M → $496M (+$122M)

23% more funds holding

Funds holding: 82101 (+19)

8.7% less ownership

Funds ownership: 91.88%83.18% (-8.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
53
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$52.9M +$3.76M +84,148 +8%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$44.4M -$4.24M -94,808 -9%
LPL Financial
3
LPL Financial
California
$33.2M +$8.01M +179,107 +32%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$33.2M +$1.11M +24,813 +3%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$24.7M +$24.6M +550,000 New
Bank of America
6
Bank of America
North Carolina
$22.9M +$4.61M +103,050 +25%
WFPG
7
Waller Financial Planning Group
Ohio
$21.3M +$159K +3,545 +0.8%
Ameriprise
8
Ameriprise
Minnesota
$21.2M +$11M +245,429 +108%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.7M +$16.9M +377,830 +2,289%
OIA
10
OneDigital Investment Advisors
Kansas
$16.1M +$2.11M +47,158 +15%
MML Investors Services
11
MML Investors Services
Massachusetts
$14.9M +$7.42K +166 +0.1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$14.3M +$3.67M +82,177 +35%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.3M +$13.7M +307,118 +2,740%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$12.8M +$12.8M +285,640 New
AWM
15
Ameliora Wealth Management
Switzerland
$12.7M +$338K +7,555 +3%
SIM
16
Stratos Investment Management
Ohio
$12.1M +$12.1M +270,546 New
UCFA
17
United Capital Financial Advisors
Texas
$11.5M -$538K -12,043 -4%
PAG
18
Private Advisor Group
New Jersey
$11M +$1.24M +27,741 +13%
MSWM
19
McGlone Suttner Wealth Management
Wisconsin
$9.66M +$3.65M +81,527 +61%
Betterment LLC
20
Betterment LLC
New York
$9.24M +$183K +4,084 +2%
DC
21
Dorval Corp
Minnesota
$9.06M +$211K +4,714 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$5.91M +$3.86M +86,341 +190%
GWM
23
Geneos Wealth Management
Colorado
$5.18M +$4.6M +102,815 +813%
Stifel Financial
24
Stifel Financial
Missouri
$5.11M +$360K +8,052 +8%
SL
25
Systelligence LLC
Minnesota
$4.13M -$19.4K -433 -0.5%

IGEB Hedge Fund Activity: Q1 2024 in Review

101 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2024, worth a combined $496M — up 33% from $374M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IGEB positions and 7 closed out — a net gain of 20 holders — while 53 added to existing stakes and 12 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $24.6M. The largest seller was Goldman Sachs, cutting an estimated $4.35M.

  • 101 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2024, up from 82 in Q4 2023.
  • Funds reported $496M of iShares Investment Grade Systematic Bond ETF stock for Q1 2024, up 33% quarter-over-quarter.
  • 27 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2024 and 7 closed out, a net change of +20 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2024 was State of New Jersey Common Pension Fund D, an estimated $24.6M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2024 was Goldman Sachs, an estimated $4.35M sold.

Based on aggregated 13F filings for Q1 2024.