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[SCHEDULE 13G/A] iShares Trust iShares USD Systematic Bond ETF SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

On July 14 2025, 10% owner Saba Capital Management, L.P., led by portfolio manager Boaz Weinstein, filed a Form 4 disclosing an open-market purchase of 6,080 Gabelli Healthcare & WellnessRx Trust (GRX) common shares at $9.35 each (transaction code "P").

After the trade, the reporting group’s indirect ownership rose to 1,993,801 shares. No derivative securities were listed. The purchase increases the stake by roughly 0.3%, signalling continued accumulation by an investor already above the 10% threshold.

Il 14 luglio 2025, il detentore del 10% Saba Capital Management, L.P., guidato dal gestore di portafoglio Boaz Weinstein, ha presentato un modulo Form 4 rivelando un acquisto sul mercato aperto di 6.080 azioni ordinarie di Gabelli Healthcare & WellnessRx Trust (GRX) a 9,35 $ ciascuna (codice transazione "P").

Dopo l'operazione, la proprietà indiretta del gruppo segnalante è salita a 1.993.801 azioni. Non sono stati elencati titoli derivati. L'acquisto aumenta la partecipazione di circa il 0,3%, segnalando un accumulo continuo da parte di un investitore già oltre la soglia del 10%.

El 14 de julio de 2025, el propietario del 10% Saba Capital Management, L.P., dirigido por el gestor de cartera Boaz Weinstein, presentó un Formulario 4 revelando una compra en el mercado abierto de 6,080 acciones comunes de Gabelli Healthcare & WellnessRx Trust (GRX) a $9.35 cada una (código de transacción "P").

Después de la operación, la propiedad indirecta del grupo informante aumentó a 1,993,801 acciones. No se listaron valores derivados. La compra incrementa la participación en aproximadamente un 0.3%, señalando una acumulación continua por parte de un inversor que ya está por encima del umbral del 10%.

2025년 7월 14일, 10% 지분 보유자인 Saba Capital Management, L.P.가 포트폴리오 매니저 Boaz Weinstein의 주도로 Gabelli Healthcare & WellnessRx Trust (GRX) 보통주 6,080주를 주당 $9.35시장 내 매수한 내용을 담은 Form 4를 제출했습니다(거래 코드 "P").

거래 후 보고 그룹의 간접 소유 지분은 1,993,801주로 증가했습니다. 파생 증권은 보고되지 않았습니다. 이번 매수는 약 0.3%의 지분 증가를 의미하며, 이미 10% 이상 보유한 투자자의 지속적인 지분 확대를 나타냅니다.

Le 14 juillet 2025, le détenteur de 10 % Saba Capital Management, L.P., dirigé par le gestionnaire de portefeuille Boaz Weinstein, a déposé un formulaire 4 révélant un achat sur le marché ouvert de 6 080 actions ordinaires de Gabelli Healthcare & WellnessRx Trust (GRX) au prix de 9,35 $ chacune (code de transaction "P").

Après la transaction, la propriété indirecte du groupe déclarant est passée à 1 993 801 actions. Aucun titre dérivé n’a été listé. Cet achat augmente la participation d’environ 0,3 %, indiquant une accumulation continue par un investisseur déjà au-dessus du seuil des 10 %.

Am 14. Juli 2025 reichte der 10%-Eigentümer Saba Capital Management, L.P., unter der Leitung des Portfoliomanagers Boaz Weinstein, ein Formular 4 ein, das einen Kauf am offenen Markt von 6.080 Stammaktien der Gabelli Healthcare & WellnessRx Trust (GRX) zu je 9,35 $ (Transaktionscode "P") offenlegt.

Nach dem Handel stieg der indirekte Besitz der meldenden Gruppe auf 1.993.801 Aktien. Es wurden keine Derivate aufgeführt. Der Kauf erhöht den Anteil um etwa 0,3% und signalisiert eine fortgesetzte Aufstockung durch einen Investor, der bereits über der 10%-Schwelle liegt.

Positive
  • Insider purchase by a 10% owner suggests continued confidence in GRX shares.
  • Transaction code “P” confirms an open-market buy, not an option exercise or gift.
Negative
  • Purchase size is immaterial at ~0.3% of existing holdings, limiting market impact.

Insights

TL;DR: 10% owner adds 6,080 GRX shares, taking stake to ~1.99 M; modest size but positive insider signal.

The Form 4 shows Saba Capital and Boaz Weinstein buying a small block at $9.35, lifting their position to nearly 2 million shares. While the 6 k-share addition is only ~0.3% of their holding, insider buying—especially from a large, sophisticated holder—tends to be interpreted favorably by the market because it reflects incremental confidence in valuation. The absence of any sales or derivatives avoids dilution concerns. Overall impact: mildly positive, yet unlikely to be price-moving on its own given the limited volume.

Il 14 luglio 2025, il detentore del 10% Saba Capital Management, L.P., guidato dal gestore di portafoglio Boaz Weinstein, ha presentato un modulo Form 4 rivelando un acquisto sul mercato aperto di 6.080 azioni ordinarie di Gabelli Healthcare & WellnessRx Trust (GRX) a 9,35 $ ciascuna (codice transazione "P").

Dopo l'operazione, la proprietà indiretta del gruppo segnalante è salita a 1.993.801 azioni. Non sono stati elencati titoli derivati. L'acquisto aumenta la partecipazione di circa il 0,3%, segnalando un accumulo continuo da parte di un investitore già oltre la soglia del 10%.

El 14 de julio de 2025, el propietario del 10% Saba Capital Management, L.P., dirigido por el gestor de cartera Boaz Weinstein, presentó un Formulario 4 revelando una compra en el mercado abierto de 6,080 acciones comunes de Gabelli Healthcare & WellnessRx Trust (GRX) a $9.35 cada una (código de transacción "P").

Después de la operación, la propiedad indirecta del grupo informante aumentó a 1,993,801 acciones. No se listaron valores derivados. La compra incrementa la participación en aproximadamente un 0.3%, señalando una acumulación continua por parte de un inversor que ya está por encima del umbral del 10%.

2025년 7월 14일, 10% 지분 보유자인 Saba Capital Management, L.P.가 포트폴리오 매니저 Boaz Weinstein의 주도로 Gabelli Healthcare & WellnessRx Trust (GRX) 보통주 6,080주를 주당 $9.35시장 내 매수한 내용을 담은 Form 4를 제출했습니다(거래 코드 "P").

거래 후 보고 그룹의 간접 소유 지분은 1,993,801주로 증가했습니다. 파생 증권은 보고되지 않았습니다. 이번 매수는 약 0.3%의 지분 증가를 의미하며, 이미 10% 이상 보유한 투자자의 지속적인 지분 확대를 나타냅니다.

Le 14 juillet 2025, le détenteur de 10 % Saba Capital Management, L.P., dirigé par le gestionnaire de portefeuille Boaz Weinstein, a déposé un formulaire 4 révélant un achat sur le marché ouvert de 6 080 actions ordinaires de Gabelli Healthcare & WellnessRx Trust (GRX) au prix de 9,35 $ chacune (code de transaction "P").

Après la transaction, la propriété indirecte du groupe déclarant est passée à 1 993 801 actions. Aucun titre dérivé n’a été listé. Cet achat augmente la participation d’environ 0,3 %, indiquant une accumulation continue par un investisseur déjà au-dessus du seuil des 10 %.

Am 14. Juli 2025 reichte der 10%-Eigentümer Saba Capital Management, L.P., unter der Leitung des Portfoliomanagers Boaz Weinstein, ein Formular 4 ein, das einen Kauf am offenen Markt von 6.080 Stammaktien der Gabelli Healthcare & WellnessRx Trust (GRX) zu je 9,35 $ (Transaktionscode "P") offenlegt.

Nach dem Handel stieg der indirekte Besitz der meldenden Gruppe auf 1.993.801 Aktien. Es wurden keine Derivate aufgeführt. Der Kauf erhöht den Anteil um etwa 0,3% und signalisiert eine fortgesetzte Aufstockung durch einen Investor, der bereits über der 10%-Schwelle liegt.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G




Comment for Type of Reporting Person: Filing completed as part of internal effort to remediate filings not previously submitted. Current ownership is less than 5% ownership. Filing of less than 5% ownership should have been submitted in 2021.


SCHEDULE 13G



TRUIST FINANCIAL CORP
Signature:Edward M. Kwiatkowski
Name/Title:Vice President
Date:07/15/2025

FAQ

How many GRX shares did Saba Capital buy?

The Form 4 reports a purchase of 6,080 common shares.

What price was paid for the newly acquired GRX shares?

Shares were bought at $9.35 each.

What is Saba Capital’s total GRX ownership after the transaction?

The fund now indirectly holds 1,993,801 shares.

Did the filing include any derivative securities?

No, Table II shows no derivative positions were reported.

Why is this Form 4 important to GRX investors?

Insider buying by a large holder can indicate perceived undervaluation or strategic confidence in the trust.
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