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iShares Investment Grade Systematic Bond ETF

178 hedge funds and large institutions have $1.14B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

66% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 50

18% more capital invested

Capital invested by funds: $962M → $1.14B (+$178M)

16% more funds holding

Funds holding: 154178 (+24)

4.13% more ownership

Funds ownership: 87.23%91.35% (+4.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
33
Increased
83
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$11.1M +$4.08M +91,539 +60%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$10.8M +$10.6M +236,912 New
PAG
28
Private Advisor Group
New Jersey
$10.6M +$360K +8,086 +4%
DC
29
Dorval Corp
Minnesota
$10.5M +$1.2M +26,845 +13%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$8.36M +$1.04M +23,413 +15%
BWP
31
BlueStem Wealth Partners
Minnesota
$7.77M -$4.64M -104,075 -38%
ETC
32
Exchange Traded Concepts
Oklahoma
$7.75M -$645K -14,487 -8%
IWC
33
Integrated Wealth Concepts
Massachusetts
$7.6M +$1.47M +33,013 +25%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$7.5M +$5.23M +117,372 +246%
AssetMark Inc
35
AssetMark Inc
California
$7.14M +$7M +157,095 New
PAS
36
Park Avenue Securities
New York
$6.74M +$3.08M +69,114 +87%
Stifel Financial
37
Stifel Financial
Missouri
$6.6M +$457K +10,268 +8%
SL
38
Systelligence LLC
Minnesota
$6.38M -$734K -16,486 -11%
CAM
39
CPA Asset Management
Florida
$5.91M +$468K +10,511 +9%
Citadel Advisors
40
Citadel Advisors
Florida
$5.8M +$4.43M +99,449 +353%
Raymond James Financial
41
Raymond James Financial
Florida
$5.17M -$1.13M -25,266 -18%
IA
42
IFP Advisors
Florida
$4.98M +$2.03M +45,535 +71%
HI
43
Harbour Investments
Wisconsin
$4.46M +$75.4K +1,693 +2%
BCG
44
Breakwater Capital Group
New Jersey
$4.3M +$344K +7,719 +9%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$4M +$3.92M +87,926 New
Goldman Sachs
46
Goldman Sachs
New York
$3.94M +$3.54M +79,467 +1,105%
Osaic Holdings
47
Osaic Holdings
Arizona
$3.92M +$1.18M +26,470 +44%
LCM
48
Lunt Capital Management
Utah
$3.42M +$84.7K +1,902 +3%
OP
49
ORG Partners
Indiana
$3.31M +$176K +3,956 +6%
AWM
50
Accel Wealth Management
Iowa
$3.05M +$129K +2,901 +5%

IGEB Hedge Fund Activity: Q2 2025 in Review

178 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q2 2025, worth a combined $1.14B — up 18% from $962M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IGEB positions and 7 closed out — a net gain of 26 holders — while 83 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $56.8M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $15M.

  • 178 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q2 2025, up from 154 in Q1 2025.
  • Funds reported $1.14B of iShares Investment Grade Systematic Bond ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 33 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q2 2025 and 7 closed out, a net change of +26 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $56.8M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q2 2025 was Hennion & Walsh Asset Management, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2025.