We are live on ! Find out more
IGEB icon

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

142% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 38

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more capital invested

Capital invested by funds: $842M → $962M (+$120M)

5.07% more ownership

Funds ownership: 82.16%87.23% (+5.1%)

11% less funds holding

Funds holding: 173154 (-19)

62% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 26

Holders
154
Holders Change
-19
Holders Change %
-10.98%
% of All Funds
2.06%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HC
51
Hoese & Co
Minnesota
$2.51M +$62.7K +1,404 +3%
TPA
52
Trivium Point Advisory
Connecticut
$2.46M +$1.1M +24,602 +82%
ASN
53
Advisory Services Network
Georgia
$2.42M +$393K +8,807 +20%
FL
54
FreeGulliver LLC
Louisiana
$2.36M +$56.1K +1,257 +2%
SPIA
55
Steward Partners Investment Advisory
New York
$2.27M +$421K +9,437 +23%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$2.15M -$401K -8,986 -16%
AI
57
Atria Investments
North Carolina
$2.11M +$646K +14,470 +45%
AG
58
Ascent Group
Virginia
$2.06M +$997K +22,331 +95%
FFS
59
Founders Financial Securities
Maryland
$2.06M +$139K +3,121 +7%
AWM
60
Altus Wealth Management
Kentucky
$1.98M +$94.6K +2,120 +5%
DWM
61
Dynasty Wealth Management
Florida
$1.96M +$317K +7,101 +19%
PAMG
62
Patton Albertson Miller Group
Tennessee
$1.9M +$425K +9,523 +29%
SL
63
SWMG LLC
Texas
$1.86M +$603K +13,509 +48%
FA
64
Fermata Advisors
California
$1.75M +$968K +21,688 +126%
PCIA
65
Prime Capital Investment Advisors
Kansas
$1.67M +$83.1K +1,862 +5%
FFA
66
Farther Finance Advisors
California
$1.66M +$585K +13,112 +55%
SVWG
67
Shared Vision Wealth Group
United States
$1.59M +$99.4K +2,226 +7%
NP
68
NorthRock Partners
Minnesota
$1.51M +$1.49M +33,484 New
SOS
69
Silver Oak Securities
Tennessee
$1.48M +$201K +4,497 +16%
FTUS
70
Flow Traders U.S.
New York
$1.42M -$194K -4,336 -12%
HWM
71
HB Wealth Management
Georgia
$1.36M +$1.35M +30,204 New
CF
72
Convergence Financial
Missouri
$1.29M -$28.3K -634 -2%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.28M -$13.3M -297,471 -91%
Citadel Advisors
74
Citadel Advisors
Florida
$1.27M -$25.6M -573,870 -95%
FAM
75
Forte Asset Management
New York
$1.2M +$196K +4,381 +20%

IGEB Hedge Fund Activity: Q1 2025 in Review

154 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2025, worth a combined $962M — up 14% from $842M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IGEB and 10 opened new positions — a net loss of 16 holders — while 38 trimmed existing stakes and 92 added.

The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, opening a new position worth an estimated $27.3M. The largest seller was Citadel Advisors, cutting an estimated $25.6M.

  • 154 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2025, down from 173 in Q4 2024.
  • Funds reported $962M of iShares Investment Grade Systematic Bond ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 10 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2025 and 26 closed out, a net change of -16 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2025 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $27.3M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2025 was Citadel Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2025.