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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

231 hedge funds and large institutions have $1.42B invested in iShares Investment Grade Systematic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 127 increasing their positions, 63 reducing their positions, and 7 closing their positions.

Holders
231
Holders Change
+27
Holders Change %
+13.24%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
35
Increased
127
Reduced
63
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Parallel Advisors
California
$20.7M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$66.1M
3
SL
3
Sentinus LLC
Illinois
$12.6M
4
AWM
4
Ameliora Wealth Management
Switzerland
$23.1M
5
IWM
5
IHT Wealth Management
Illinois
$28M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$20.6M
2
BlackRock
2
BlackRock
New York
$50.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$21.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$31.4M
5
PAG
5
Private Advisor Group
New Jersey
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$308M 6,631,463 +142,869 +2%
LPL Financial
2
LPL Financial
California
$103M 2,206,094 +74,677 +4%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$66.1M 1,421,932 +250,000 +21%
BlackRock
4
BlackRock
New York
$50.5M 1,086,315 -334,539 -24%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$45.9M 986,790 -24,205 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$43.6M 938,769 +79,102 +9%
Ameriprise
7
Ameriprise
Minnesota
$40.3M 866,566 +114,230 +15%
Bank of America
8
Bank of America
North Carolina
$39.9M 857,693 -33,961 -4%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$38.3M 823,424 +12,339 +2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$31.4M 674,795 -67,723 -9%
MML Investors Services
11
MML Investors Services
Massachusetts
$30.6M 659,064 +50,215 +8%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$29.7M 639,972 +27,579 +5%
Morgan Stanley
13
Morgan Stanley
New York
$29.6M 637,687 +156,391 +32%
IWM
14
IHT Wealth Management
Illinois
$28M 601,561 +197,511 +49%
SIM
15
Stratos Investment Management
Ohio
$27.3M 586,856 +101,895 +21%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$26.3M 567,005 +9,066 +2%
AWM
17
Ameliora Wealth Management
Switzerland
$23.1M 497,462 +204,192 +70%
WFPG
18
Waller Financial Planning Group
Ohio
$22.7M 487,437 +8,096 +2%
UCFA
19
United Capital Financial Advisors
Texas
$21.7M 467,692 -76,573 -14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$20.8M 447,344 +38,568 +9%
PA
21
Parallel Advisors
California
$20.7M 445,057 +445,057 New
OIA
22
OneDigital Investment Advisors
Kansas
$20.6M 444,324 -430,245 -49%
Betterment LLC
23
Betterment LLC
New York
$18.2M 392,161 +114,786 +41%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$16.7M 358,721 +18,134 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$15.9M 342,501 +23,547 +7%
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