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iShares Investment Grade Systematic Bond ETF

173 hedge funds and large institutions have $842M invested in iShares Investment Grade Systematic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 78 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10.59% less ownership

Funds ownership: 92.75%82.16% (-11%)

25% less funds holding

Funds holding: 231173 (-58)

32% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 78

41% less capital invested

Capital invested by funds: $1.42B → $842M (-$583M)

62% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 85

Holders
173
Holders Change
-58
Holders Change %
-25.11%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
53
Reduced
78
Closed
85
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$66.7M -$232M -5,127,789 -77%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$63.1M
LPL Financial
3
LPL Financial
California
$58.5M -$40.1M -886,963 -40%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$48.4M +$6.89M +152,298 +16%
SIM
5
Stratos Investment Management
Ohio
$37.1M +$11.2M +248,604 +42%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$36.7M -$7.24M -160,182 -16%
Ameriprise
7
Ameriprise
Minnesota
$34.7M -$3.82M -84,497 -10%
Citadel Advisors
8
Citadel Advisors
Florida
$26.7M +$27.2M +602,010 New
Bank of America
9
Bank of America
North Carolina
$24.2M -$14.1M -312,386 -36%
OIA
10
OneDigital Investment Advisors
Kansas
$23.6M +$3.94M +87,109 +20%
WFPG
11
Waller Financial Planning Group
Ohio
$22.3M +$718K +15,878 +3%
AWM
12
Ameliora Wealth Management
Switzerland
$22.1M +$24.1K +533 +0.1%
PA
13
Parallel Advisors
California
$21.4M +$1.67M +36,825 +8%
Betterment LLC
14
Betterment LLC
New York
$21.4M +$4.05M +89,500 +23%
MML Investors Services
15
MML Investors Services
Massachusetts
$19.7M -$9.75M -215,564 -33%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$19M -$816K -18,050 -4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$17.4M -$11.2M -247,947 -39%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16.1M +$141K +3,121 +0.9%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$14.5M -$80K -1,770 -0.5%
Morgan Stanley
20
Morgan Stanley
New York
$13.7M -$14.8M -327,958 -51%
BWP
21
BlueStem Wealth Partners
Minnesota
$13.2M +$13.4M +297,177 New
PAG
22
Private Advisor Group
New Jersey
$12.6M +$1.03M +22,792 +9%
MSWM
23
McGlone Suttner Wealth Management
Wisconsin
$11.2M +$3.28M +72,474 +40%
UCFA
24
United Capital Financial Advisors
Texas
$11.2M -$9.73M -215,131 -46%
ETC
25
Exchange Traded Concepts
Oklahoma
$9.55M +$9.74M +215,375 New

IGEB Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q4 2024, worth a combined $842M — down 41% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of IGEB and 32 opened new positions — a net loss of 53 holders — while 78 trimmed existing stakes and 53 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $27.2M. The largest seller was Envestnet Asset Management, cutting an estimated $232M.

  • 173 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q4 2024, down from 231 in Q3 2024.
  • Funds reported $842M of iShares Investment Grade Systematic Bond ETF stock for Q4 2024, down 41% quarter-over-quarter.
  • 32 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q4 2024 and 85 closed out, a net change of -53 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q4 2024 was Citadel Advisors, an estimated $27.2M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2024.