iShares Investment Grade Systematic Bond ETF
IGEB
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.
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: 82 → 101 (+19)
8.69% less ownership
Funds ownership: 91.87% → 83.18% (-8.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$24.6M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$16.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.7M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$12.8M |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.35M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.24M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.91M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.25M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$538K |
IGEB Hedge Fund Activity: Q1 2024 in Review
101 of the 6,958 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.