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iShares Investment Grade Systematic Bond ETF

178 hedge funds and large institutions have $1.14B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

66% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 50

18% more capital invested

Capital invested by funds: $962M → $1.14B (+$178M)

16% more funds holding

Funds holding: 154178 (+24)

4.13% more ownership

Funds ownership: 87.23%91.35% (+4.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
33
Increased
83
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$3.02M +$2.7M +60,627 +1,036%
SPIA
52
Steward Partners Investment Advisory
New York
$2.74M +$436K +9,781 +19%
TPA
53
Trivium Point Advisory
Connecticut
$2.74M +$247K +5,536 +10%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$2.71M +$60.1K +1,350 +2%
KFS
55
Kelly Financial Services
Massachusetts
$2.71M +$2.65M +59,595 New
HC
56
Hoese & Co
Minnesota
$2.7M +$171K +3,840 +7%
SVWG
57
Shared Vision Wealth Group
United States
$2.45M +$840K +18,856 +53%
FL
58
FreeGulliver LLC
Louisiana
$2.43M +$46.5K +1,044 +2%
ASN
59
Advisory Services Network
Georgia
$2.42M -$14.9K -334 -0.6%
AI
60
Atria Investments
North Carolina
$2.21M +$74.5K +1,673 +4%
PA
61
Parallel Advisors
California
$2.16M -$861K -19,319 -29%
AG
62
Ascent Group
Virginia
$2.13M +$46.1K +1,035 +2%
FA
63
Fermata Advisors
California
$2M +$232K +5,206 +13%
AWM
64
Altus Wealth Management
Kentucky
$1.97M -$22.7K -509 -1%
DWM
65
Dynasty Wealth Management
Florida
$1.93M -$49.1K -1,103 -3%
SL
66
SWMG LLC
Texas
$1.92M +$42.1K +946 +2%
FFS
67
Founders Financial Securities
Maryland
$1.79M -$287K -6,441 -14%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$1.7M +$963K +21,611 +136%
Jane Street
69
Jane Street
New York
$1.61M -$5.35M -120,102 -77%
PCIA
70
Prime Capital Investment Advisors
Kansas
$1.6M -$85.3K -1,914 -5%
JC
71
JB Capital
Connecticut
$1.5M +$1.47M +32,960 New
SOS
72
Silver Oak Securities
Tennessee
$1.48M -$14.7K -331 -1%
PCA
73
Prosperity Capital Advisors
Ohio
$1.41M +$1.38M +31,020 New
FFA
74
Farther Finance Advisors
California
$1.35M -$327K -7,337 -20%
HWM
75
HB Wealth Management
Georgia
$1.35M -$23.5K -528 -2%

IGEB Hedge Fund Activity: Q2 2025 in Review

178 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q2 2025, worth a combined $1.14B — up 18% from $962M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IGEB positions and 7 closed out — a net gain of 26 holders — while 83 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $56.8M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $15M.

  • 178 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q2 2025, up from 154 in Q1 2025.
  • Funds reported $1.14B of iShares Investment Grade Systematic Bond ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 33 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q2 2025 and 7 closed out, a net change of +26 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $56.8M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q2 2025 was Hennion & Walsh Asset Management, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2025.