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iShares Investment Grade Systematic Bond ETF

180 hedge funds and large institutions have $1.21B invested in iShares Investment Grade Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.02% more ownership

Funds ownership: 88.68%88.7% (+0.02%)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

6% less funds holding

Funds holding: 191180 (-11)

7% less capital invested

Capital invested by funds: $1.31B → $1.21B (-$96.5M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
2.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
72
Reduced
72
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$11M +$818K +17,935 +8%
JP Morgan Chase
27
JP Morgan Chase
New York
$10.1M -$967K -21,209 -9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$8.64M +$873K +19,145 +11%
BCG
29
Breakwater Capital Group
New Jersey
$7.97M +$151K +3,314 +2%
NP
30
NorthRock Partners
Minnesota
$7.89M -$815K -17,885 -9%
ETC
31
Exchange Traded Concepts
Oklahoma
$7.89M -$41.4K -909 -0.5%
AssetMark Inc
32
AssetMark Inc
California
$7.4M +$130K +2,850 +2%
Stifel Financial
33
Stifel Financial
Missouri
$7.36M +$115K +2,519 +2%
PAS
34
Park Avenue Securities
New York
$6M -$1.74M -38,061 -22%
Citadel Advisors
35
Citadel Advisors
Florida
$5.9M +$5.97M +131,012 New
CAM
36
CPA Asset Management
Florida
$5.77M -$974K -21,371 -14%
DWM
37
Diversify Wealth Management
Utah
$5.65M +$5.42M +118,901 +1,789%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$5.45M +$3.99M +87,622 +263%
HI
39
Harbour Investments
Wisconsin
$5.21M +$476K +10,443 +10%
HC
40
Hoese & Co
Minnesota
$4.9M -$99K -2,172 -2%
KFS
41
Kelly Financial Services
Massachusetts
$4.08M +$159K +3,491 +4%
AWM
42
Accel Wealth Management
Iowa
$4.02M +$589K +12,927 +17%
KWS
43
Keystone Wealth Services
California
$3.9M +$15.3K +336 +0.4%
DAS
44
Daybright Advisory Services
Florida
$3.77M +$236K +5,184 +7%
IA
45
IFP Advisors
Florida
$3.66M -$644K -14,119 -15%
LCM
46
Lunt Capital Management
Utah
$3.51M +$504K +11,049 +17%
Raymond James Financial
47
Raymond James Financial
Florida
$3.29M -$1.09M -23,979 -25%
IFG
48
Independent Financial Group
California
$3.21M +$3.25M +71,198 New
AWM
49
Altus Wealth Management
Kentucky
$3.15M +$137K +3,008 +4%
Osaic Holdings
50
Osaic Holdings
Arizona
$3.03M -$718K -15,739 -19%