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iShares Investment Grade Systematic Bond ETF

181 hedge funds and large institutions have $1.24B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 45

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $1.14B → $1.24B (+$105M)

2% more funds holding

Funds holding: 178181 (+3)

1.53% less ownership

Funds ownership: 91.35%89.82% (-1.5%)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
107
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Dorval Corp
Minnesota
$12.6M +$1.89M +41,571 +18%
GWM
27
Geneos Wealth Management
Colorado
$11.8M +$181K +3,980 +2%
SL
28
Systelligence LLC
Minnesota
$10.1M +$3.62M +79,585 +57%
BWP
29
BlueStem Wealth Partners
Minnesota
$9.31M +$1.42M +31,151 +18%
JP Morgan Chase
30
JP Morgan Chase
New York
$9.17M -$5.38M -118,220 -37%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$9.17M +$690K +15,144 +8%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$8.17M +$560K +12,306 +7%
NP
33
NorthRock Partners
Minnesota
$7.93M +$7.55M +165,749 +2,573%
ETC
34
Exchange Traded Concepts
Oklahoma
$7.74M -$113K -2,490 -1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$7.63M -$3.24M -71,164 -30%
PAS
36
Park Avenue Securities
New York
$7.45M +$614K +13,492 +9%
AssetMark Inc
37
AssetMark Inc
California
$7.28M +$48.7K +1,070 +0.7%
Stifel Financial
38
Stifel Financial
Missouri
$6.8M +$109K +2,392 +2%
CAM
39
CPA Asset Management
Florida
$6.69M +$701K +15,391 +12%
BCG
40
Breakwater Capital Group
New Jersey
$6.06M +$1.68M +36,845 +39%
IA
41
IFP Advisors
Florida
$5.04M +$2.28K +50 +0%
Osaic Holdings
42
Osaic Holdings
Arizona
$4.96M +$991K +21,754 +25%
DAS
43
Diversify Advisory Services
Utah
$4.89M +$4.65M +102,141 +2,056%
Raymond James Financial
44
Raymond James Financial
Florida
$4.7M -$528K -11,592 -10%
HI
45
Harbour Investments
Wisconsin
$4.53M +$5.46K +120 +0.1%
KWS
46
Keystone Wealth Services
California
$3.86M +$2.66M +58,423 +231%
DWM
47
Dynasty Wealth Management
Florida
$3.6M +$1.63M +35,741 +84%
HC
48
Hoese & Co
Minnesota
$3.48M +$733K +16,090 +27%
TPA
49
Trivium Point Advisory
Connecticut
$3.45M +$667K +14,647 +24%
OP
50
ORG Partners
Indiana
$3.36M +$7.29K +160 +0.2%

IGEB Hedge Fund Activity: Q3 2025 in Review

181 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2025, worth a combined $1.24B — up 9.2% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGEB positions and 15 closed out — a net gain of 6 holders — while 107 added to existing stakes and 45 trimmed.

The largest buyer was Betterment LLC, adding an estimated $24M. The largest seller was Integrated Wealth Concepts, cutting an estimated $7.16M.

  • 181 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2025, up from 178 in Q2 2025.
  • Funds reported $1.24B of iShares Investment Grade Systematic Bond ETF stock for Q3 2025, up 9.2% quarter-over-quarter.
  • 21 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2025 and 15 closed out, a net change of +6 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2025 was Betterment LLC, an estimated $24M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2025 was Integrated Wealth Concepts, an estimated $7.16M sold.

Based on aggregated 13F filings for Q3 2025.