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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

154 hedge funds and large institutions have $962M invested in iShares Investment Grade Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 92 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-19
Holders Change %
-10.98%
% of All Funds
2.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
92
Reduced
38
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$27.5M
2
BlackRock
BlackRock
New York
+$17.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.2M
4
GWM
Geneos Wealth Management
Colorado
+$12M
5
UBS Group
UBS Group
Switzerland
+$9.06M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$25.8M
2
PA
Parallel Advisors
California
-$18.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$13.4M
4
IWM
IHT Wealth Management
Illinois
-$4.07M
5
Raymond James Financial
Raymond James Financial
Florida
-$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$9.72M +$5.53M +122,847 +132%
DC
27
Dorval Corp
Minnesota
$9.25M +$196K +4,331 +2%
MFG
28
Merit Financial Group
Georgia
$8.65M +$8M +177,768 +1,237%
ETC
29
Exchange Traded Concepts
Oklahoma
$8.33M -$1.37M -30,384 -14%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$7.23M +$1.86M +41,412 +35%
SL
31
Systelligence LLC
Minnesota
$7.07M +$2.98M +66,179 +73%
Jane Street
32
Jane Street
New York
$7M +$6.2M +137,686 +773%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$6.86M -$344K -7,642 -5%
Raymond James Financial
34
Raymond James Financial
Florida
$6.26M -$2.61M -57,971 -29%
Stifel Financial
35
Stifel Financial
Missouri
$6.07M +$881K +19,573 +17%
IWC
36
Integrated Wealth Concepts
Massachusetts
$6.04M +$6.04M +134,160 New
CAM
37
CPA Asset Management
Florida
$5.38M +$293K +6,505 +6%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$5.23M +$294K +6,533 +6%
HI
39
Harbour Investments
Wisconsin
$4.34M +$785K +17,438 +22%
BCG
40
Breakwater Capital Group
New Jersey
$3.92M +$1.35M +29,991 +53%
DL
41
DOHJ LLC
Washington
$3.75M +$723K +16,069 +24%
PAS
42
Park Avenue Securities
New York
$3.57M +$864K +19,185 +32%
LCM
43
Lunt Capital Management
Utah
$3.3M +$706K +15,691 +27%
OP
44
ORG Partners
Indiana
$3.1M +$1.15M +25,524 +59%
PA
45
Parallel Advisors
California
$3.01M -$18.7M -415,014 -86%
AWM
46
Accel Wealth Management
Iowa
$2.89M +$488K +10,831 +20%
IA
47
IFP Advisors
Florida
$2.88M +$829K +18,425 +40%
TVAMP
48
Tennessee Valley Asset Management Partners
Tennessee
$2.88M +$187K +4,156 +7%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.7M -$783K -17,376 -22%
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$2.62M +$846K +18,790 +48%
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