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iShares Investment Grade Systematic Bond ETF

191 hedge funds and large institutions have $1.31B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 43

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

6% more funds holding

Funds holding: 181191 (+10)

5% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.14% less ownership

Funds ownership: 89.82%88.68% (-1.1%)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
105
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Daybright Advisory Services
Florida
$3.58M +$3.6M +78,466 New
AWM
52
Accel Wealth Management
Iowa
$3.48M +$161K +3,510 +5%
OP
53
ORG Partners
Indiana
$3.33M -$6.29K -137 -0.2%
TPA
54
Trivium Point Advisory
Connecticut
$3.32M -$94.1K -2,049 -3%
TVAMP
55
Tennessee Valley Asset Management Partners
Tennessee
$3.23M +$159K +3,459 +5%
FA
56
Fermata Advisors
California
$3.09M +$101K +2,190 +3%
AWM
57
Altus Wealth Management
Kentucky
$3.06M +$1.04M +22,672 +51%
LCM
58
Lunt Capital Management
Utah
$3.05M -$236K -5,137 -7%
SPIA
59
Steward Partners Investment Advisory
New York
$2.84M -$424K -9,228 -13%
SVWG
60
Shared Vision Wealth Group
United States
$2.71M +$290K +6,309 +12%
FL
61
FreeGulliver LLC
Louisiana
$2.51M -$187K -4,067 -7%
AG
62
Ascent Group
Virginia
$2.39M +$90.6K +1,974 +4%
PCA
63
Prosperity Capital Advisors
Ohio
$2.26M +$555K +12,094 +32%
ASN
64
Advisory Services Network
Georgia
$2.2M -$67.3K -1,466 -3%
TW
65
Traveka Wealth
California
$2.18M +$948K +20,654 +76%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$2.18M +$193K +4,215 +10%
FFS
67
Founders Financial Securities
Maryland
$2.17M +$386K +8,419 +22%
JC
68
JB Capital
Connecticut
$2.15M +$281K +6,125 +15%
EGA
69
Eagle Global Advisors
Texas
$2.15M +$1.25M +27,210 +137%
VAS
70
Vestmark Advisory Solutions
Massachusetts
$1.99M +$5.92K +129 +0.3%
FFA
71
Farther Finance Advisors
California
$1.94M +$509K +11,094 +35%
AI
72
Atria Investments
North Carolina
$1.93M -$2.29K -50 -0.1%
SA
73
Sovran Advisors
California
$1.92M +$94.4K +2,056 +5%
TFA
74
Transamerica Financial Advisors
Florida
$1.8M +$310K +6,761 +21%
Jane Street
75
Jane Street
New York
$1.73M +$1.74M +37,812 New