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iShares Investment Grade Systematic Bond ETF

175 hedge funds and large institutions have $1.13B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
175
Holders Change
+21
Holders Change %
+13.64%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
31
Increased
82
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$143M 3,138,485 +1,275,912 +69%
LPL Financial
2
LPL Financial
California
$91.6M 2,016,169 +601,374 +43%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$73.7M 1,621,932
Bank of America
4
Bank of America
North Carolina
$51.4M 1,132,007 +530,529 +88%
Ameriprise
5
Ameriprise
Minnesota
$45.3M 996,346 +131,839 +15%
SIM
6
Stratos Investment Management
Ohio
$41.6M 915,748 +28,897 +3%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$36.1M 794,619 -336,432 -30%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$35.6M 783,778 -9,914 -1%
MML Investors Services
9
MML Investors Services
Massachusetts
$33.9M 746,919 +179,394 +32%
OIA
10
OneDigital Investment Advisors
Kansas
$33.2M 731,608 +107,070 +17%
Betterment LLC
11
Betterment LLC
New York
$31.2M 687,332 +52,441 +8%
BlackRock
12
BlackRock
New York
$27.1M 596,006 +21,018 +4%
Morgan Stanley
13
Morgan Stanley
New York
$25.3M 556,092 +178,838 +47%
AWM
14
Ameliora Wealth Management
Switzerland
$24.9M 548,401 +26,843 +5%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.6M 519,201 -92,173 -15%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$23.1M 508,100 -9,605 -2%
WFPG
17
Waller Financial Planning Group
Ohio
$22.5M 495,159 +6,543 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$22.3M 490,925 +19,400 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$20.1M 442,957 +28,437 +7%
UBS Group
20
UBS Group
Switzerland
$15.3M 336,739 +45,301 +16%
UCFA
21
United Capital Financial Advisors
Texas
$15M 331,206 +25,415 +8%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$14.4M 317,402 +101,479 +47%
MSWM
23
McGlone Suttner Wealth Management
Wisconsin
$12.4M 272,605 +10,317 +4%
GWM
24
Geneos Wealth Management
Colorado
$11.5M 253,227 -176,735 -41%
MFG
25
Merit Financial Group
Georgia
$11.3M 248,811 +56,670 +29%