IGEB icon

iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

204 hedge funds and large institutions have $1.25B invested in iShares Investment Grade Systematic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 74 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
204
Holders Change
+103
Holders Change %
+101.98%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
114
Increased
74
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$288M
2
BlackRock
2
BlackRock
New York
$63M
3
LPL Financial
3
LPL Financial
California
$94.5M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$36M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$32.9M

Top Sellers

1
MSWM
1
McGlone Suttner Wealth Management
Wisconsin
$6.06M
2
RA
2
RFG Advisory
Alabama
$791K
3
Jane Street
3
Jane Street
New York
$0
4
NL
4
NWAM LLC
Washington
$0
5
CWM
5
Comprehensive Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$288M 6,488,594 +5,308,807 +450%
LPL Financial
2
LPL Financial
California
$94.5M 2,131,417 +1,390,904 +188%
BlackRock
3
BlackRock
New York
$63M 1,420,854 +1,396,661 +5,773%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$52M 1,171,932 +621,932 +113%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$44.8M 1,010,995 +21,057 +2%
Bank of America
6
Bank of America
North Carolina
$39.6M 891,654 +381,047 +75%
OIA
7
OneDigital Investment Advisors
Kansas
$38.8M 874,569 +514,879 +143%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$38.1M 859,667 +119,464 +16%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$36M 811,085 +763,278 +1,597%
Ameriprise
10
Ameriprise
Minnesota
$33.4M 752,336 +280,135 +59%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$32.9M 742,518 +708,623 +2,091%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$27.2M 612,393 +218,054 +55%
MML Investors Services
13
MML Investors Services
Massachusetts
$27M 608,849 +277,119 +84%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$24.8M 557,939 +426,114 +323%
UCFA
15
United Capital Financial Advisors
Texas
$24.1M 544,265 +287,302 +112%
SIM
16
Stratos Investment Management
Ohio
$21.5M 484,961 +214,415 +79%
Morgan Stanley
17
Morgan Stanley
New York
$21.4M 481,296 +451,032 +1,490%
WFPG
18
Waller Financial Planning Group
Ohio
$21.3M 479,341 +5,391 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$18.1M 408,776 +89,018 +28%
IWM
20
IHT Wealth Management
Illinois
$17.9M 404,050 +404,050 New
PAS
21
Park Avenue Securities
New York
$15.6M 351,235 +318,783 +982%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15.1M 340,587 +22,261 +7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$14.1M 318,954 +228,996 +255%
PAG
24
Private Advisor Group
New Jersey
$13.4M 303,150 +58,965 +24%
AWM
25
Ameliora Wealth Management
Switzerland
$13M 293,270 +9,038 +3%
1
2 3 4 5