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iShares Investment Grade Systematic Bond ETF

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

142% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 38

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more capital invested

Capital invested by funds: $842M → $962M (+$120M)

5.07% more ownership

Funds ownership: 82.16%87.23% (+5.1%)

11% less funds holding

Funds holding: 173154 (-19)

62% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 26

Holders
154
Holders Change
-19
Holders Change %
-10.98%
% of All Funds
2.06%
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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$9.72M +$5.48M +122,847 +132%
DC
27
Dorval Corp
Minnesota
$9.25M +$193K +4,331 +2%
MFG
28
Merit Financial Group
Georgia
$8.65M +$7.94M +177,768 +1,237%
ETC
29
Exchange Traded Concepts
Oklahoma
$8.33M -$1.36M -30,384 -14%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$7.23M +$1.85M +41,412 +35%
SL
31
Systelligence LLC
Minnesota
$7.07M +$2.95M +66,179 +73%
Jane Street
32
Jane Street
New York
$7M +$6.15M +137,686 +773%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$6.86M -$341K -7,642 -5%
Raymond James Financial
34
Raymond James Financial
Florida
$6.26M -$2.59M -57,971 -29%
Stifel Financial
35
Stifel Financial
Missouri
$6.07M +$874K +19,573 +17%
IWC
36
Integrated Wealth Concepts
Massachusetts
$6.04M +$5.99M +134,160 New
CAM
37
CPA Asset Management
Florida
$5.38M +$290K +6,505 +6%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$5.23M +$292K +6,533 +6%
HI
39
Harbour Investments
Wisconsin
$4.34M +$778K +17,438 +22%
BCG
40
Breakwater Capital Group
New Jersey
$3.92M +$1.34M +29,991 +53%
DL
41
DOHJ LLC
Washington
$3.75M +$717K +16,069 +24%
PAS
42
Park Avenue Securities
New York
$3.57M +$856K +19,185 +32%
LCM
43
Lunt Capital Management
Utah
$3.3M +$700K +15,691 +27%
OP
44
ORG Partners
Indiana
$3.1M +$1.14M +25,524 +59%
PA
45
Parallel Advisors
California
$3.01M -$18.5M -415,014 -86%
AWM
46
Accel Wealth Management
Iowa
$2.89M +$484K +10,831 +20%
IA
47
IFP Advisors
Florida
$2.88M +$823K +18,425 +40%
TVAMP
48
Tennessee Valley Asset Management Partners
Tennessee
$2.88M +$186K +4,156 +7%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.7M -$776K -17,376 -22%
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$2.62M +$839K +18,790 +48%

IGEB Hedge Fund Activity: Q1 2025 in Review

154 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2025, worth a combined $962M — up 14% from $842M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IGEB and 10 opened new positions — a net loss of 16 holders — while 38 trimmed existing stakes and 92 added.

The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, opening a new position worth an estimated $27.3M. The largest seller was Citadel Advisors, cutting an estimated $25.6M.

  • 154 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2025, down from 173 in Q4 2024.
  • Funds reported $962M of iShares Investment Grade Systematic Bond ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 10 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2025 and 26 closed out, a net change of -16 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2025 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $27.3M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2025 was Citadel Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2025.