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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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.

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.46%
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
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$24.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$17.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.3M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.8M
5
SIM
5
Stratos Investment Management
Ohio
$12.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$868K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$44.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$52.9M 1,179,787 +84,148 +8%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$44.4M 989,938 -94,808 -9%
LPL Financial
3
LPL Financial
California
$33.2M 740,513 +179,107 +32%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$33.2M 740,203 +24,813 +3%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$24.7M 550,000 +550,000 New
Bank of America
6
Bank of America
North Carolina
$22.9M 510,607 +103,050 +25%
WFPG
7
Waller Financial Planning Group
Ohio
$21.3M 473,950 +3,545 +0.8%
Ameriprise
8
Ameriprise
Minnesota
$21.2M 472,201 +245,429 +108%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.7M 394,339 +377,830 +2,289%
OIA
10
OneDigital Investment Advisors
Kansas
$16.1M 359,690 +47,158 +15%
MML Investors Services
11
MML Investors Services
Massachusetts
$14.9M 331,730 +166 +0.1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$14.3M 319,758 +82,177 +35%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.3M 318,326 +307,118 +2,740%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$12.8M 285,640 +285,640 New
AWM
15
Ameliora Wealth Management
Switzerland
$12.7M 284,232 +7,555 +3%
SIM
16
Stratos Investment Management
Ohio
$12.1M 270,546 +270,546 New
UCFA
17
United Capital Financial Advisors
Texas
$11.5M 256,963 -12,043 -4%
PAG
18
Private Advisor Group
New Jersey
$11M 244,185 +27,741 +13%
MSWM
19
McGlone Suttner Wealth Management
Wisconsin
$9.66M 215,481 +81,527 +61%
Betterment LLC
20
Betterment LLC
New York
$9.25M 206,139 +4,084 +2%
DC
21
Dorval Corp
Minnesota
$9.06M 203,660 +4,714 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$5.91M 131,825 +86,341 +190%
GWM
23
Geneos Wealth Management
Colorado
$5.18M 115,456 +102,815 +813%
Stifel Financial
24
Stifel Financial
Missouri
$5.11M 113,957 +8,052 +8%
SL
25
Systelligence LLC
Minnesota
$4.13M 92,189 -433 -0.5%
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