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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

176 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 31 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+22
Holders Change %
+14.29%
% of All Funds
2.36%
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
83
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58M
2
LPL Financial
LPL Financial
California
+$27.3M
3
Bank of America
Bank of America
North Carolina
+$24.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.8M
5
MML Investors Services
MML Investors Services
Massachusetts
+$8.15M

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$15.3M
2
GWM
Geneos Wealth Management
Colorado
-$8.03M
3
Jane Street
Jane Street
New York
-$5.46M
4
TWC
TD Waterhouse Canada
Ontario, Canada
-$5.2M
5
BWP
BlueStem Wealth Partners
Minnesota
-$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$11.1M +$4.16M +91,539 +60%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$10.8M +$10.8M +236,912 New
PAG
28
Private Advisor Group
New Jersey
$10.6M +$367K +8,086 +4%
DC
29
Dorval Corp
Minnesota
$10.5M +$1.22M +26,845 +13%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$8.36M +$1.06M +23,413 +15%
BWP
31
BlueStem Wealth Partners
Minnesota
$7.77M -$4.73M -104,075 -38%
ETC
32
Exchange Traded Concepts
Oklahoma
$7.75M -$658K -14,487 -8%
IWC
33
Integrated Wealth Concepts
Massachusetts
$7.6M +$1.5M +33,013 +25%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$7.5M +$5.33M +117,372 +246%
AssetMark Inc
35
AssetMark Inc
California
$7.14M +$7.14M +157,095 New
PAS
36
Park Avenue Securities
New York
$6.74M +$3.14M +69,114 +87%
Stifel Financial
37
Stifel Financial
Missouri
$6.6M +$467K +10,268 +8%
SL
38
Systelligence LLC
Minnesota
$6.38M -$749K -16,486 -11%
CAM
39
CPA Asset Management
Florida
$5.91M +$478K +10,511 +9%
Citadel Advisors
40
Citadel Advisors
Florida
$5.8M +$4.52M +99,449 +353%
Raymond James Financial
41
Raymond James Financial
Florida
$5.17M -$1.15M -25,266 -18%
IA
42
IFP Advisors
Florida
$4.98M +$2.07M +45,535 +71%
HI
43
Harbour Investments
Wisconsin
$4.46M +$76.9K +1,693 +2%
BCG
44
Breakwater Capital Group
New Jersey
$4.3M +$351K +7,719 +9%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$4M +$4M +87,926 New
Osaic Holdings
46
Osaic Holdings
Arizona
$3.97M +$1.28M +28,589 +48%
Goldman Sachs
47
Goldman Sachs
New York
$3.94M +$3.61M +79,467 +1,105%
LCM
48
Lunt Capital Management
Utah
$3.42M +$86.4K +1,902 +3%
OP
49
ORG Partners
Indiana
$3.31M +$180K +3,956 +6%
AWM
50
Accel Wealth Management
Iowa
$3.05M +$132K +2,901 +5%
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