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iShares Investment Grade Systematic Bond ETF

178 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 33 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

66% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 50

18% more capital invested

Capital invested by funds: $962M → $1.14B (+$178M)

16% more funds holding

Funds holding: 154178 (+24)

4.13% more ownership

Funds ownership: 87.23%91.35% (+4.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
33
Increased
83
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Sovran Advisors
California
$1.34M +$458K +10,285 +53%
CF
77
Convergence Financial
Missouri
$1.26M -$40.8K -915 -3%
SWP
78
Sagespring Wealth Partners
Tennessee
$1.25M +$239K +5,372 +24%
MPW
79
MA Private Wealth
California
$1.22M +$252K +5,646 +27%
KWS
80
Keystone Wealth Services
California
$1.15M +$267 +6 +0%
PAMG
81
Patton Albertson Miller Group
Tennessee
$1.15M -$760K -17,051 -40%
RA
82
RFG Advisory
Alabama
$1.14M +$132K +2,956 +13%
WMA
83
Wealth Management Associates
New Jersey
$1.12M +$22.2K +498 +2%
CW
84
CreativeOne Wealth
Kansas
$1.07M +$1.05M +23,603 New
MMA
85
Miracle Mile Advisors
California
$1.06M +$1.04M +23,322 New
DL
86
DOHJ LLC
Washington
$1.04M -$2.67M -59,830 -72%
TWCA
87
Two West Capital Advisors
Kansas
$1.04M +$125K +2,798 +14%
SPC
88
Sigma Planning Corp
Michigan
$982K -$48.5K -1,089 -5%
FAM
89
Forte Asset Management
New York
$948K -$263K -5,914 -22%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$888K +$196K +4,393 +29%
AWM
91
Apollon Wealth Management
South Carolina
$880K -$21.4K -481 -2%
NA
92
NewEdge Advisors
Louisiana
$800K +$13.5K +302 +2%
EGA
93
Eagle Global Advisors
Texas
$721K +$5.35K +120 +0.8%
CAG
94
Centerpoint Advisory Group
Kansas
$700K -$20.3K -455 -3%
LSA
95
Lion Street Advisors
Texas
$682K -$35.7K -802 -5%
NFG
96
Nations Financial Group
Iowa
$677K +$142K +3,185 +27%
KAS
97
Kestra Advisory Services
Texas
$670K +$41.4K +930 +7%
1IA
98
1620 Investment Advisors
Massachusetts
$670K +$35.1K +789 +6%
CWP
99
Cyndeo Wealth Partners
Florida
$666K +$66.1K +1,483 +11%
VPP
100
Vertex Planning Partners
Illinois
$618K +$19.2K +430 +3%

IGEB Hedge Fund Activity: Q2 2025 in Review

178 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q2 2025, worth a combined $1.14B — up 18% from $962M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IGEB positions and 7 closed out — a net gain of 26 holders — while 83 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $56.8M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $15M.

  • 178 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q2 2025, up from 154 in Q1 2025.
  • Funds reported $1.14B of iShares Investment Grade Systematic Bond ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 33 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q2 2025 and 7 closed out, a net change of +26 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $56.8M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q2 2025 was Hennion & Walsh Asset Management, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2025.