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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 %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$11.1M 243,872 +91,539 +60%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$10.8M 236,912 +236,912 New
PAG
28
Private Advisor Group
New Jersey
$10.6M 234,158 +8,086 +4%
DC
29
Dorval Corp
Minnesota
$10.5M 231,061 +26,845 +13%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$8.36M 184,007 +23,413 +15%
BWP
31
BlueStem Wealth Partners
Minnesota
$7.77M 171,004 -104,075 -38%
ETC
32
Exchange Traded Concepts
Oklahoma
$7.75M 170,504 -14,487 -8%
IWC
33
Integrated Wealth Concepts
Massachusetts
$7.6M 167,173 +33,013 +25%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$7.5M 165,106 +117,372 +246%
AssetMark Inc
35
AssetMark Inc
California
$7.14M 157,095 +157,095 New
PAS
36
Park Avenue Securities
New York
$6.74M 148,338 +69,114 +87%
Stifel Financial
37
Stifel Financial
Missouri
$6.6M 145,237 +10,268 +8%
SL
38
Systelligence LLC
Minnesota
$6.38M 140,496 -16,486 -11%
CAM
39
CPA Asset Management
Florida
$5.91M 129,973 +10,511 +9%
Citadel Advisors
40
Citadel Advisors
Florida
$5.8M 127,589 +99,449 +353%
Raymond James Financial
41
Raymond James Financial
Florida
$5.17M 113,763 -25,266 -18%
IA
42
IFP Advisors
Florida
$4.98M 109,511 +45,535 +71%
HI
43
Harbour Investments
Wisconsin
$4.46M 98,181 +1,693 +2%
BCG
44
Breakwater Capital Group
New Jersey
$4.3M 94,737 +7,719 +9%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$4M 87,926 +87,926 New
Osaic Holdings
46
Osaic Holdings
Arizona
$3.97M 88,467 +28,589 +48%
Goldman Sachs
47
Goldman Sachs
New York
$3.94M 86,656 +79,467 +1,105%
LCM
48
Lunt Capital Management
Utah
$3.42M 75,261 +1,902 +3%
OP
49
ORG Partners
Indiana
$3.31M 72,939 +3,956 +6%
AWM
50
Accel Wealth Management
Iowa
$3.05M 67,138 +2,901 +5%