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iShares Investment Grade Systematic Bond ETF

191 hedge funds and large institutions have $1.31B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 43

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

6% more funds holding

Funds holding: 181191 (+10)

5% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.14% less ownership

Funds ownership: 89.82%88.68% (-1.1%)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
105
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$13.4M +$675K +14,710 +5%
GWM
27
Geneos Wealth Management
Colorado
$12.1M +$396K +8,619 +3%
JP Morgan Chase
28
JP Morgan Chase
New York
$11.3M +$2.21M +48,088 +24%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$10.3M +$2.23M +48,652 +27%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$9.9M +$814K +17,722 +9%
NP
31
NorthRock Partners
Minnesota
$8.82M +$960K +20,903 +12%
BWP
32
BlueStem Wealth Partners
Minnesota
$8.46M -$776K -16,914 -8%
ETC
33
Exchange Traded Concepts
Oklahoma
$8.03M +$364K +7,932 +5%
BCG
34
Breakwater Capital Group
New Jersey
$7.93M +$1.93M +42,088 +32%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$7.88M +$317K +6,912 +4%
PAS
36
Park Avenue Securities
New York
$7.82M +$436K +9,498 +6%
AssetMark Inc
37
AssetMark Inc
California
$7.37M +$145K +3,152 +2%
Stifel Financial
38
Stifel Financial
Missouri
$7.34M +$603K +13,128 +9%
CAM
39
CPA Asset Management
Florida
$6.83M +$191K +4,167 +3%
DAS
40
Diversify Advisory Services
Utah
$5.41M +$516K +11,237 +10%
HC
41
Hoese & Co
Minnesota
$5.07M +$1.62M +35,387 +47%
HI
42
Harbour Investments
Wisconsin
$4.8M +$314K +6,834 +7%
Raymond James Financial
43
Raymond James Financial
Florida
$4.43M -$241K -5,243 -5%
IA
44
IFP Advisors
Florida
$4.36M -$651K -14,175 -13%
SL
45
Systelligence LLC
Minnesota
$4.25M -$5.83M -127,071 -58%
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$4.02M +$1.3M +28,405 +48%
DWM
47
Dynasty Wealth Management
Florida
$4.02M +$450K +9,805 +13%
KFS
48
Kelly Financial Services
Massachusetts
$3.97M +$647K +14,083 +19%
KWS
49
Keystone Wealth Services
California
$3.94M +$115K +2,508 +3%
Osaic Holdings
50
Osaic Holdings
Arizona
$3.79M -$1.15M -25,059 -23%