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iShares Investment Grade Systematic Bond ETF

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
76
Keystone Wealth Services
California
$1.14M
WMA
77
Wealth Management Associates
New Jersey
$1.09M
SPC
78
Sigma Planning Corp
Michigan
$1.02M
RA
79
RFG Advisory
Alabama
$1,000K
SWP
80
Sagespring Wealth Partners
Tennessee
$994K
MPW
81
MA Private Wealth
California
$955K
AWM
82
Apollon Wealth Management
South Carolina
$894K
TWCA
83
Two West Capital Advisors
Kansas
$877K
SA
84
Sovran Advisors
California
$861K
Cerity Partners
85
Cerity Partners
New York
$857K
IWM
86
IHT Wealth Management
Illinois
$816K
NA
87
NewEdge Advisors
Louisiana
$779K
AWM
88
Able Wealth Management
New Jersey
$749K
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$715K
CAG
90
Centerpoint Advisory Group
Kansas
$713K
LSA
91
Lion Street Advisors
Texas
$711K
EGA
92
Eagle Global Advisors
Texas
$709K
T
93
Tidemark
California
$693K
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$682K
1IA
95
1620 Investment Advisors
Massachusetts
$628K
KAS
96
Kestra Advisory Services
Texas
$622K
VPP
97
Vertex Planning Partners
Illinois
$593K
CWP
98
Cyndeo Wealth Partners
Florida
$593K
AWM
99
Axxcess Wealth Management
California
$541K
SW
100
SteelPeak Wealth
California
$531K