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iShares Investment Grade Systematic Bond ETF

176 hedge funds and large institutions have $1.24B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 104 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$7.24M
2 -$5.8M
3 -$5.44M
4
Ameriprise
Ameriprise
Minnesota
-$4.68M
5
Goldman Sachs
Goldman Sachs
New York
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$155M
LPL Financial
2
LPL Financial
California
$105M
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$74.7M
Betterment LLC
4
Betterment LLC
New York
$55.9M
Bank of America
5
Bank of America
North Carolina
$53.9M
SIM
6
Stratos Investment Management
Ohio
$50M
Ameriprise
7
Ameriprise
Minnesota
$40.5M
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$38.9M
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$36.2M
MML Investors Services
10
MML Investors Services
Massachusetts
$34.6M
OIA
11
OneDigital Investment Advisors
Kansas
$33.8M
BlackRock
12
BlackRock
New York
$28.4M
Morgan Stanley
13
Morgan Stanley
New York
$27.2M
AWM
14
Ameliora Wealth Management
Switzerland
$25M
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$23.9M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$23.5M
WFPG
17
Waller Financial Planning Group
Ohio
$23.3M
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.8M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$21.5M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$20.7M
UBS Group
21
UBS Group
Switzerland
$20M
MFG
22
Merit Financial Group
Georgia
$17.8M
UCFA
23
United Capital Financial Advisors
Texas
$14.7M
PAG
24
Private Advisor Group
New Jersey
$13.2M
MSWM
25
McGlone Suttner Wealth Management
Wisconsin
$12.8M