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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

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
Holders
154
Holders Change
-19
Holders Change %
-10.98%
% of All Funds
2.09%
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
–

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$27.5M
2
BlackRock
BlackRock
New York
+$17.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.2M
4
GWM
Geneos Wealth Management
Colorado
+$12M
5
UBS Group
UBS Group
Switzerland
+$9.06M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$25.8M
2
PA
Parallel Advisors
California
-$18.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$13.4M
4
IWM
IHT Wealth Management
Illinois
-$4.07M
5
Raymond James Financial
Raymond James Financial
Florida
-$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
76
Keystone Wealth Services
California
$1.14M +$810 +18 +0.1%
WMA
77
Wealth Management Associates
New Jersey
$1.09M +$73.3K +1,628 +7%
SPC
78
Sigma Planning Corp
Michigan
$1.02M -$507K -11,274 -33%
RA
79
RFG Advisory
Alabama
$1,000K +$427K +9,497 +75%
SWP
80
Sagespring Wealth Partners
Tennessee
$994K +$165K +3,664 +20%
MPW
81
MA Private Wealth
California
$955K -$25.8K -574 -3%
AWM
82
Apollon Wealth Management
South Carolina
$894K -$1.04K -23 -0.1%
TWCA
83
Two West Capital Advisors
Kansas
$877K +$169K +3,870 +24%
SA
84
Sovran Advisors
California
$861K +$127K +2,860 +17%
Cerity Partners
85
Cerity Partners
New York
$857K -$31.6K -701 -4%
IWM
86
IHT Wealth Management
Illinois
$816K -$4.07M -90,318 -83%
NA
87
NewEdge Advisors
Louisiana
$779K -$254K -5,634 -25%
AWM
88
Able Wealth Management
New Jersey
$749K +$525K +11,673 +235%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$715K +$260K +5,781 +57%
CAG
90
Centerpoint Advisory Group
Kansas
$713K -$8.28K -184 -1%
LSA
91
Lion Street Advisors
Texas
$711K +$8.1K +180 +1%
EGA
92
Eagle Global Advisors
Texas
$709K +$173K +3,850 +32%
T
93
Tidemark
California
$693K -$1.37M -30,351 -66%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$682K +$55.2K +1,228 +9%
1IA
95
1620 Investment Advisors
Massachusetts
$628K +$9.36K +208 +2%
KAS
96
Kestra Advisory Services
Texas
$622K +$22.9K +508 +4%
VPP
97
Vertex Planning Partners
Illinois
$593K +$139K +3,089 +31%
CWP
98
Cyndeo Wealth Partners
Florida
$593K +$76.5K +1,699 +15%
AWM
99
Axxcess Wealth Management
California
$541K +$83.2K +1,849 +18%
SW
100
SteelPeak Wealth
California
$531K +$152K +3,370 +40%
2 3
4
5 6