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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
Holders
178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SA
76
Sovran Advisors
California
$1.34M
CF
77
Convergence Financial
Missouri
$1.26M
SWP
78
Sagespring Wealth Partners
Tennessee
$1.25M
MPW
79
MA Private Wealth
California
$1.22M
KWS
80
Keystone Wealth Services
California
$1.15M
PAMG
81
Patton Albertson Miller Group
Tennessee
$1.15M
RA
82
RFG Advisory
Alabama
$1.14M
WMA
83
Wealth Management Associates
New Jersey
$1.12M
CW
84
CreativeOne Wealth
Kansas
$1.07M
MMA
85
Miracle Mile Advisors
California
$1.06M
DL
86
DOHJ LLC
Washington
$1.04M
TWCA
87
Two West Capital Advisors
Kansas
$1.04M
SPC
88
Sigma Planning Corp
Michigan
$982K
FAM
89
Forte Asset Management
New York
$948K
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$888K
AWM
91
Apollon Wealth Management
South Carolina
$880K
NA
92
NewEdge Advisors
Louisiana
$800K
EGA
93
Eagle Global Advisors
Texas
$721K
CAG
94
Centerpoint Advisory Group
Kansas
$700K
LSA
95
Lion Street Advisors
Texas
$682K
NFG
96
Nations Financial Group
Iowa
$677K
KAS
97
Kestra Advisory Services
Texas
$670K
1IA
98
1620 Investment Advisors
Massachusetts
$670K
CWP
99
Cyndeo Wealth Partners
Florida
$666K
VPP
100
Vertex Planning Partners
Illinois
$618K