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iShares Investment Grade Systematic Bond ETF

180 hedge funds and large institutions have $1.21B invested in iShares Investment Grade Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.02% more ownership

Funds ownership: 88.68%88.7% (+0.02%)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

6% less funds holding

Funds holding: 191180 (-11)

7% less capital invested

Capital invested by funds: $1.31B → $1.21B (-$96.5M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
2.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
72
Reduced
72
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$142M -$3.46M -75,945 -2%
LPL Financial
2
LPL Financial
California
$98.3M -$11M -242,141 -10%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$86.6M
Betterment LLC
4
Betterment LLC
New York
$68.9M +$4.25M +93,324 +6%
Bank of America
5
Bank of America
North Carolina
$53.6M +$6.06M +132,947 +13%
SIM
6
Stratos Investment Management
Ohio
$53.1M +$1.72M +37,718 +3%
Morgan Stanley
7
Morgan Stanley
New York
$48.4M +$13.1M +288,323 +37%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$35.7M +$55.2K +1,211 +0.2%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$35.3M -$4.92M -107,899 -12%
EH
10
Equitable Holdings
New York
$33.3M +$33.3M +729,956 New
BlackRock
11
BlackRock
New York
$33.2M +$6.68M +146,449 +25%
Ameriprise
12
Ameriprise
Minnesota
$30M -$7.32M -160,476 -19%
WFPG
13
Waller Financial Planning Group
Ohio
$27.6M +$1.52M +33,402 +6%
OIA
14
OneDigital Investment Advisors
Kansas
$26.6M -$5.65M -124,013 -17%
MML Investors Services
15
MML Investors Services
Massachusetts
$25.1M -$14M -306,863 -36%
MFG
16
Merit Financial Group
Georgia
$23.7M +$2.78M +61,010 +13%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$21.9M -$837K -18,364 -4%
AWM
18
Ameliora Wealth Management
Switzerland
$19.1M -$6.59M -144,554 -25%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$18.7M -$5.29M -115,970 -22%
DC
20
Dorval Corp
Minnesota
$18M +$4.11M +90,085 +29%
UBS Group
21
UBS Group
Switzerland
$17.8M -$3.18M -69,722 -15%
PAG
22
Private Advisor Group
New Jersey
$15.4M +$1.8M +39,410 +13%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.8M -$3.96M -86,914 -21%
BWP
24
BlueStem Wealth Partners
Minnesota
$12.2M +$3.91M +85,743 +46%
UCFA
25
United Capital Financial Advisors
Texas
$11.9M -$2.72M -59,691 -18%

IGEB Hedge Fund Activity: Q1 2026 in Review

180 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2026, worth a combined $1.21B — down 7.4% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of IGEB and 24 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 72 added.

The largest buyer was Equitable Holdings, opening a new position worth an estimated $33.3M. The largest seller was Janney Montgomery Scott, cutting an estimated $23.4M.

  • 180 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2026, down from 191 in Q4 2025.
  • Funds reported $1.21B of iShares Investment Grade Systematic Bond ETF stock for Q1 2026, down 7.4% quarter-over-quarter.
  • 24 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2026 and 30 closed out, a net change of -6 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2026 was Equitable Holdings, an estimated $33.3M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2026 was Janney Montgomery Scott, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2026.