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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

175 hedge funds and large institutions have $1.13B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
175
Holders Change
+21
Holders Change %
+13.64%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
31
Increased
82
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$143M
2
LPL Financial
2
LPL Financial
California
$91.6M
3
Bank of America
3
Bank of America
North Carolina
$51.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.8M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$33.9M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$36.1M
2
GWM
2
Geneos Wealth Management
Colorado
$11.5M
3
Jane Street
3
Jane Street
New York
$1.61M
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$98.5K
5
BWP
5
BlueStem Wealth Partners
Minnesota
$7.77M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
76
Sagespring Wealth Partners
Tennessee
$1.25M 27,461 +5,372 +24%
MPW
77
MA Private Wealth
California
$1.22M 26,874 +5,646 +27%
KWS
78
Keystone Wealth Services
California
$1.15M 25,337 +6 +0%
PAMG
79
Patton Albertson Miller Group
Tennessee
$1.15M 25,228 -17,051 -40%
RA
80
RFG Advisory
Alabama
$1.14M 25,164 +2,956 +13%
WMA
81
Wealth Management Associates
New Jersey
$1.12M 24,631 +498 +2%
CW
82
CreativeOne Wealth
Kansas
$1.07M 23,603 +23,603 New
MMA
83
Miracle Mile Advisors
California
$1.06M 23,322 +23,322 New
DL
84
DOHJ LLC
Washington
$1.04M 23,453 -59,830 -72%
TWCA
85
Two West Capital Advisors
Kansas
$1.04M 22,899 +2,798 +14%
SPC
86
Sigma Planning Corp
Michigan
$982K 21,600 -1,089 -5%
FAM
87
Forte Asset Management
New York
$948K 20,852 -5,914 -22%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$888K 19,547 +4,393 +29%
AWM
89
Apollon Wealth Management
South Carolina
$880K 19,372 -481 -2%
NA
90
NewEdge Advisors
Louisiana
$800K 17,609 +302 +2%
EGA
91
Eagle Global Advisors
Texas
$721K 15,870 +120 +0.8%
CAG
92
Centerpoint Advisory Group
Kansas
$700K 15,397 -455 -3%
LSA
93
Lion Street Advisors
Texas
$682K 15,000 -802 -5%
NFG
94
Nations Financial Group
Iowa
$677K 14,898 +3,185 +27%
KAS
95
Kestra Advisory Services
Texas
$670K 14,748 +930 +7%
1IA
96
1620 Investment Advisors
Massachusetts
$670K 14,740 +789 +6%
CWP
97
Cyndeo Wealth Partners
Florida
$666K 14,651 +1,483 +11%
VPP
98
Vertex Planning Partners
Illinois
$618K 13,601 +430 +3%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$602K 13,249 -15,132 -53%
AWM
100
Able Wealth Management
New Jersey
$588K 12,936 -3,713 -22%
2 3
4
5 6