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iShares Investment Grade Systematic Bond ETF

181 hedge funds and large institutions have $1.24B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 45

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $1.14B → $1.24B (+$105M)

2% more funds holding

Funds holding: 178181 (+3)

1.53% less ownership

Funds ownership: 91.35%89.82% (-1.5%)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
107
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
51
Kelly Financial Services
Massachusetts
$3.35M +$600K +13,173 +22%
AWM
52
Accel Wealth Management
Iowa
$3.35M +$254K +5,582 +8%
LCM
53
Lunt Capital Management
Utah
$3.31M -$150K -3,300 -4%
SPIA
54
Steward Partners Investment Advisory
New York
$3.29M +$507K +11,133 +18%
TVAMP
55
Tennessee Valley Asset Management Partners
Tennessee
$3.1M +$3.07M +67,359 New
FA
56
Fermata Advisors
California
$3.02M +$973K +21,369 +48%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$2.75M +$2.28K +50 +0.1%
FL
58
FreeGulliver LLC
Louisiana
$2.72M +$262K +5,745 +11%
SVWG
59
Shared Vision Wealth Group
United States
$2.45M -$62.7K -1,376 -3%
AG
60
Ascent Group
Virginia
$2.32M +$164K +3,602 +8%
ASN
61
Advisory Services Network
Georgia
$2.29M -$174K -3,821 -7%
AWM
62
Altus Wealth Management
Kentucky
$2.04M +$39.9K +875 +2%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$2M +$272K +5,969 +16%
VAS
64
Vestmark Advisory Solutions
Massachusetts
$2M -$2.03M -44,526 -51%
AI
65
Atria Investments
North Carolina
$1.95M -$283K -6,211 -13%
JC
66
JB Capital
Connecticut
$1.89M +$366K +8,038 +24%
SA
67
Sovran Advisors
California
$1.84M +$460K +10,105 +34%
FFS
68
Founders Financial Securities
Maryland
$1.8M -$16.8K -368 -0.9%
PCA
69
Prosperity Capital Advisors
Ohio
$1.72M +$290K +6,357 +20%
SWP
70
Sagespring Wealth Partners
Tennessee
$1.72M +$447K +9,819 +36%
SL
71
SWMG LLC
Texas
$1.62M -$347K -7,613 -18%
PCIA
72
Prime Capital Investment Advisors
Kansas
$1.57M -$42.5K -933 -3%
TFA
73
Transamerica Financial Advisors
Florida
$1.5M +$1.48M +32,579 New
FFA
74
Farther Finance Advisors
California
$1.44M +$74K +1,624 +5%
CF
75
Convergence Financial
Missouri
$1.42M +$139K +3,049 +11%

IGEB Hedge Fund Activity: Q3 2025 in Review

181 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2025, worth a combined $1.24B — up 9.2% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGEB positions and 15 closed out — a net gain of 6 holders — while 107 added to existing stakes and 45 trimmed.

The largest buyer was Betterment LLC, adding an estimated $24M. The largest seller was Integrated Wealth Concepts, cutting an estimated $7.16M.

  • 181 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2025, up from 178 in Q2 2025.
  • Funds reported $1.24B of iShares Investment Grade Systematic Bond ETF stock for Q3 2025, up 9.2% quarter-over-quarter.
  • 21 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2025 and 15 closed out, a net change of +6 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2025 was Betterment LLC, an estimated $24M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2025 was Integrated Wealth Concepts, an estimated $7.16M sold.

Based on aggregated 13F filings for Q3 2025.