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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

176 hedge funds and large institutions have $1.14B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+22
Holders Change %
+14.29%
% of All Funds
2.36%
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
83
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58M
2
LPL Financial
LPL Financial
California
+$27.3M
3
Bank of America
Bank of America
North Carolina
+$24.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.8M
5
MML Investors Services
MML Investors Services
Massachusetts
+$8.15M

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$15.3M
2
GWM
Geneos Wealth Management
Colorado
-$8.03M
3
Jane Street
Jane Street
New York
-$5.46M
4
TWC
TD Waterhouse Canada
Ontario, Canada
-$5.2M
5
BWP
BlueStem Wealth Partners
Minnesota
-$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
76
Convergence Financial
Missouri
$1.26M -$41.6K -915 -3%
SWP
77
Sagespring Wealth Partners
Tennessee
$1.25M +$244K +5,372 +24%
MPW
78
MA Private Wealth
California
$1.22M +$257K +5,646 +27%
KWS
79
Keystone Wealth Services
California
$1.15M +$273 +6 +0%
PAMG
80
Patton Albertson Miller Group
Tennessee
$1.15M -$775K -17,051 -40%
RA
81
RFG Advisory
Alabama
$1.14M +$134K +2,956 +13%
WMA
82
Wealth Management Associates
New Jersey
$1.12M +$22.6K +498 +2%
CW
83
CreativeOne Wealth
Kansas
$1.07M +$1.07M +23,603 New
MMA
84
Miracle Mile Advisors
California
$1.06M +$1.06M +23,322 New
DL
85
DOHJ LLC
Washington
$1.04M -$2.65M -59,830 -72%
TWCA
86
Two West Capital Advisors
Kansas
$1.04M +$127K +2,798 +14%
SPC
87
Sigma Planning Corp
Michigan
$982K -$49.5K -1,089 -5%
FAM
88
Forte Asset Management
New York
$948K -$269K -5,914 -22%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$888K +$200K +4,393 +29%
AWM
90
Apollon Wealth Management
South Carolina
$880K -$21.9K -481 -2%
NA
91
NewEdge Advisors
Louisiana
$800K +$13.7K +302 +2%
EGA
92
Eagle Global Advisors
Texas
$721K +$5.45K +120 +0.8%
CAG
93
Centerpoint Advisory Group
Kansas
$700K -$20.7K -455 -3%
LSA
94
Lion Street Advisors
Texas
$682K -$36.4K -802 -5%
NFG
95
Nations Financial Group
Iowa
$677K +$145K +3,185 +27%
KAS
96
Kestra Advisory Services
Texas
$670K +$42.3K +930 +7%
1IA
97
1620 Investment Advisors
Massachusetts
$670K +$35.9K +789 +6%
CWP
98
Cyndeo Wealth Partners
Florida
$666K +$67.4K +1,483 +11%
VPP
99
Vertex Planning Partners
Illinois
$618K +$19.5K +430 +3%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$602K -$688K -15,132 -53%
2 3
4
5 6