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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

175 hedge funds and large institutions have $1.13B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
175
Holders Change
+21
Holders Change %
+13.64%
% of All Funds
2.35%
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
82
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$143M
2
LPL Financial
2
LPL Financial
California
$91.6M
3
Bank of America
3
Bank of America
North Carolina
$51.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.8M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$33.9M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$36.1M
2
GWM
2
Geneos Wealth Management
Colorado
$11.5M
3
Jane Street
3
Jane Street
New York
$1.61M
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$98.5K
5
BWP
5
BlueStem Wealth Partners
Minnesota
$7.77M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$2.74M 60,272 +9,781 +19%
TPA
52
Trivium Point Advisory
Connecticut
$2.74M 60,195 +5,536 +10%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$2.71M 59,620 +1,350 +2%
KFS
54
Kelly Financial Services
Massachusetts
$2.71M 59,595 +59,595 New
HC
55
Hoese & Co
Minnesota
$2.7M 59,519 +3,840 +7%
SVWG
56
Shared Vision Wealth Group
United States
$2.45M 54,119 +18,856 +53%
FL
57
FreeGulliver LLC
Louisiana
$2.43M 53,387 +1,044 +2%
ASN
58
Advisory Services Network
Georgia
$2.42M 53,467 -334 -0.6%
AI
59
Atria Investments
North Carolina
$2.21M 48,626 +1,673 +4%
PA
60
Parallel Advisors
California
$2.16M 47,549 -19,319 -29%
AG
61
Ascent Group
Virginia
$2.13M 46,813 +1,035 +2%
FA
62
Fermata Advisors
California
$2M 44,117 +5,206 +13%
AWM
63
Altus Wealth Management
Kentucky
$1.97M 43,389 -509 -1%
DWM
64
Dynasty Wealth Management
Florida
$1.93M 42,514 -1,103 -3%
SL
65
SWMG LLC
Texas
$1.92M 42,563 +946 +2%
FFS
66
Founders Financial Securities
Maryland
$1.79M 39,458 -6,441 -14%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$1.7M 37,499 +21,611 +136%
Jane Street
68
Jane Street
New York
$1.61M 35,406 -120,102 -77%
PCIA
69
Prime Capital Investment Advisors
Kansas
$1.6M 35,134 -1,914 -5%
JC
70
JB Capital
Connecticut
$1.5M 32,960 +32,960 New
SOS
71
Silver Oak Securities
Tennessee
$1.48M 32,594 -331 -1%
FFA
72
Farther Finance Advisors
California
$1.35M 29,703 -7,337 -20%
HWM
73
HB Wealth Management
Georgia
$1.35M 29,676 -528 -2%
SA
74
Sovran Advisors
California
$1.34M 29,726 +10,285 +53%
CF
75
Convergence Financial
Missouri
$1.26M 27,810 -915 -3%
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