IGEB icon

iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

154 hedge funds and large institutions have $962M invested in iShares Investment Grade Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 92 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-19
Holders Change %
-10.98%
% of All Funds
2.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
92
Reduced
38
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$27.5M
2
BlackRock
BlackRock
New York
+$17.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.2M
4
GWM
Geneos Wealth Management
Colorado
+$12M
5
UBS Group
UBS Group
Switzerland
+$9.06M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$25.8M
2
PA
Parallel Advisors
California
-$18.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$13.4M
4
IWM
IHT Wealth Management
Illinois
-$4.07M
5
Raymond James Financial
Raymond James Financial
Florida
-$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
51
Hoese & Co
Minnesota
$2.51M +$63.2K +1,404 +3%
TPA
52
Trivium Point Advisory
Connecticut
$2.46M +$1.11M +24,602 +82%
ASN
53
Advisory Services Network
Georgia
$2.42M +$396K +8,807 +20%
FL
54
FreeGulliver LLC
Louisiana
$2.36M +$56.6K +1,257 +2%
SPIA
55
Steward Partners Investment Advisory
New York
$2.27M +$425K +9,437 +23%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$2.15M -$404K -8,986 -16%
AI
57
Atria Investments
North Carolina
$2.11M +$651K +14,470 +45%
AG
58
Ascent Group
Virginia
$2.06M +$1.01M +22,331 +95%
FFS
59
Founders Financial Securities
Maryland
$2.06M +$140K +3,121 +7%
AWM
60
Altus Wealth Management
Kentucky
$1.98M +$95.4K +2,120 +5%
DWM
61
Dynasty Wealth Management
Florida
$1.96M +$320K +7,101 +19%
PAMG
62
Patton Albertson Miller Group
Tennessee
$1.9M +$429K +9,523 +29%
SL
63
SWMG LLC
Texas
$1.86M +$604K +13,509 +48%
FA
64
Fermata Advisors
California
$1.75M +$976K +21,688 +126%
PCIA
65
Prime Capital Investment Advisors
Kansas
$1.67M +$83.8K +1,862 +5%
FFA
66
Farther Finance Advisors
California
$1.66M +$589K +13,112 +55%
SVWG
67
Shared Vision Wealth Group
United States
$1.59M +$100K +2,226 +7%
NP
68
NorthRock Partners
Minnesota
$1.51M +$1.51M +33,484 New
SOS
69
Silver Oak Securities
Tennessee
$1.48M +$202K +4,497 +16%
FTUS
70
Flow Traders U.S.
New York
$1.42M -$195K -4,336 -12%
HWM
71
HB Wealth Management
Georgia
$1.36M +$1.36M +30,204 New
CF
72
Convergence Financial
Missouri
$1.29M -$28.5K -634 -2%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.28M -$13.4M -297,471 -91%
Citadel Advisors
74
Citadel Advisors
Florida
$1.27M -$25.8M -573,870 -95%
FAM
75
Forte Asset Management
New York
$1.2M +$197K +4,381 +20%
1 2
3
4 5