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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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 84 closing their positions.

Holders
173
Holders Change
-58
Holders Change %
-25.11%
% of All Funds
2.3%
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
84
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$26.7M
2
BWP
2
BlueStem Wealth Partners
Minnesota
$13.2M
3
SIM
3
Stratos Investment Management
Ohio
$37.1M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$9.55M
5
Raymond James Financial
5
Raymond James Financial
Florida
$8.74M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$66.7M
2
BlackRock
2
BlackRock
New York
$7.91M
3
LPL Financial
3
LPL Financial
California
$58.5M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.52M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$66.7M 1,503,674 -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 1,421,932 – –
LPL Financial
3
LPL Financial
California
$58.5M 1,319,131 -886,963 -40%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$48.4M 1,091,067 +152,298 +16%
SIM
5
Stratos Investment Management
Ohio
$37.1M 835,460 +248,604 +42%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$36.7M 826,608 -160,182 -16%
Ameriprise
7
Ameriprise
Minnesota
$34.7M 782,069 -84,497 -10%
Citadel Advisors
8
Citadel Advisors
Florida
$26.7M 602,010 +602,010 New
Bank of America
9
Bank of America
North Carolina
$24.2M 545,307 -312,386 -36%
OIA
10
OneDigital Investment Advisors
Kansas
$23.6M 531,433 +87,109 +20%
WFPG
11
Waller Financial Planning Group
Ohio
$22.3M 503,315 +15,878 +3%
AWM
12
Ameliora Wealth Management
Switzerland
$22.1M 497,995 +533 +0.1%
PA
13
Parallel Advisors
California
$21.4M 481,882 +36,825 +8%
Betterment LLC
14
Betterment LLC
New York
$21.4M 481,661 +89,500 +23%
MML Investors Services
15
MML Investors Services
Massachusetts
$19.7M 443,500 -215,564 -33%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$19M 429,294 -18,050 -4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$17.4M 392,025 -247,947 -39%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16.1M 361,842 +3,121 +0.9%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$14.5M 325,852 -1,770 -0.5%
Morgan Stanley
20
Morgan Stanley
New York
$13.7M 309,729 -327,958 -51%
BWP
21
BlueStem Wealth Partners
Minnesota
$13.2M 297,177 +297,177 New
PAG
22
Private Advisor Group
New Jersey
$12.6M 283,641 +22,792 +9%
MSWM
23
McGlone Suttner Wealth Management
Wisconsin
$11.2M 252,863 +72,474 +40%
UCFA
24
United Capital Financial Advisors
Texas
$11.2M 252,561 -215,131 -46%
ETC
25
Exchange Traded Concepts
Oklahoma
$9.55M 215,375 +215,375 New
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