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iShares Investment Grade Systematic Bond ETF

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HC
51
Hoese & Co
Minnesota
$2.51M
TPA
52
Trivium Point Advisory
Connecticut
$2.46M
ASN
53
Advisory Services Network
Georgia
$2.42M
FL
54
FreeGulliver LLC
Louisiana
$2.36M
SPIA
55
Steward Partners Investment Advisory
New York
$2.27M
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$2.15M
AI
57
Atria Investments
North Carolina
$2.11M
AG
58
Ascent Group
Virginia
$2.06M
FFS
59
Founders Financial Securities
Maryland
$2.06M
AWM
60
Altus Wealth Management
Kentucky
$1.98M
DWM
61
Dynasty Wealth Management
Florida
$1.96M
PAMG
62
Patton Albertson Miller Group
Tennessee
$1.9M
SL
63
SWMG LLC
Texas
$1.86M
FA
64
Fermata Advisors
California
$1.75M
PCIA
65
Prime Capital Investment Advisors
Kansas
$1.67M
FFA
66
Farther Finance Advisors
California
$1.66M
SVWG
67
Shared Vision Wealth Group
United States
$1.59M
NP
68
NorthRock Partners
Minnesota
$1.51M
SOS
69
Silver Oak Securities
Tennessee
$1.48M
FTUS
70
Flow Traders U.S.
New York
$1.42M
HWM
71
HB Wealth Management
Georgia
$1.36M
CF
72
Convergence Financial
Missouri
$1.29M
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.28M
Citadel Advisors
74
Citadel Advisors
Florida
$1.27M
FAM
75
Forte Asset Management
New York
$1.2M