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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
LCP
51
Larch Capital Partners
Florida
$2.87M +$2.91M +63,720 New
EI
52
EFG International
$2.85M +$2.89M +63,323 New
FA
53
Fermata Advisors
California
$2.69M -$366K -8,034 -12%
PCA
54
Prosperity Capital Advisors
Ohio
$2.59M +$370K +8,113 +16%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$2.53M -$7.33M -160,735 -74%
JC
56
JB Capital
Connecticut
$2.52M +$398K +8,719 +19%
FL
57
FreeGulliver LLC
Louisiana
$2.49M +$9.53K +209 +0.4%
SPIA
58
Steward Partners Investment Advisory
New York
$2.4M -$411K -9,014 -14%
FFS
59
Founders Financial Securities
Maryland
$2.33M +$179K +3,922 +8%
SVWG
60
Shared Vision Wealth Group
United States
$2.15M -$519K -11,386 -19%
EGA
61
Eagle Global Advisors
Texas
$2.07M -$45.6K -1,000 -2%
VAS
62
Vestmark Advisory Solutions
Massachusetts
$2M +$42.2K +926 +2%
ASN
63
Advisory Services Network
Georgia
$1.99M -$179K -3,927 -8%
DWM
64
Dynasty Wealth Management
Florida
$1.83M -$2.16M -47,467 -54%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.82M -$333K -7,313 -15%
GWM
66
Geneos Wealth Management
Colorado
$1.65M -$10.4M -229,190 -86%
FFA
67
Farther Finance Advisors
California
$1.65M -$259K -5,690 -13%
SPC
68
Sigma Planning Corp
Michigan
$1.64M +$698K +15,312 +72%
TWCA
69
Two West Capital Advisors
Kansas
$1.56M +$64.5K +1,414 +4%
PCIA
70
Prime Capital Investment Advisors
Kansas
$1.48M +$32.5K +713 +2%
Jane Street
71
Jane Street
New York
$1.47M -$241K -5,276 -14%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$1.46M -$23.4M -513,760 -94%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$1.43M -$22.5M -492,707 -94%
CF
74
Convergence Financial
Missouri
$1.42M +$15.1K +332 +1%
MSWM
75
McGlone Suttner Wealth Management
Wisconsin
$1.42M -$11.9M -261,184 -89%