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iShares Investment Grade Systematic Bond ETF

181 hedge funds and large institutions have $1.24B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 45

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $1.14B → $1.24B (+$105M)

2% more funds holding

Funds holding: 178181 (+3)

1.53% less ownership

Funds ownership: 91.35%89.82% (-1.5%)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
107
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWCA
76
Two West Capital Advisors
Kansas
$1.37M +$300K +6,581 +29%
SWP
77
ShoreHaven Wealth Partners
New Jersey
$1.31M +$1.3M +28,545 New
MPW
78
MA Private Wealth
California
$1.25M +$12.1K +265 +1%
TW
79
Traveka Wealth
California
$1.25M +$1.23M +27,074 New
RA
80
RFG Advisory
Alabama
$1.24M +$79.5K +1,745 +7%
IWA
81
Icon Wealth Advisors
Texas
$1.18M +$904K +19,849 +348%
WMA
82
Wealth Management Associates
New Jersey
$1.16M +$26.6K +585 +2%
CW
83
CreativeOne Wealth
Kansas
$1.12M +$31.4K +690 +3%
PAMG
84
Patton Albertson Miller Group
Tennessee
$1.11M -$51.5K -1,130 -4%
SPC
85
Sigma Planning Corp
Michigan
$1.08M +$89.3K +1,960 +9%
MMA
86
Miracle Mile Advisors
California
$1.06M -$9.97K -219 -0.9%
HWM
87
HB Wealth Management
Georgia
$1.02M -$344K -7,562 -25%
LSA
88
Lion Street Advisors
Texas
$1.01M +$168K +3,694 +25%
T
89
Tidemark
California
$990K +$433K +9,497 +79%
FAM
90
Forte Asset Management
New York
$966K +$6.01K +132 +0.6%
OMC
91
Old Mission Capital
Illinois
$943K +$932K +20,471 New
EGA
92
Eagle Global Advisors
Texas
$913K +$180K +3,950 +25%
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$912K +$11.8K +259 +1%
AWM
94
Apollon Wealth Management
South Carolina
$904K +$11.6K +255 +1%
KWM
95
Keebeck Wealth Management
Illinois
$828K +$819K +17,990 New
NA
96
NewEdge Advisors
Louisiana
$824K +$12.7K +278 +2%
NFG
97
Nations Financial Group
Iowa
$785K +$97.6K +2,142 +14%
BCI
98
Brinker Capital Investments
Pennsylvania
$759K +$278K +6,106 +59%
KAS
99
Kestra Advisory Services
Texas
$732K +$52.6K +1,154 +8%
AWM
100
Able Wealth Management
New Jersey
$721K +$124K +2,716 +21%

IGEB Hedge Fund Activity: Q3 2025 in Review

181 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2025, worth a combined $1.24B — up 9.2% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGEB positions and 15 closed out — a net gain of 6 holders — while 107 added to existing stakes and 45 trimmed.

The largest buyer was Betterment LLC, adding an estimated $24M. The largest seller was Integrated Wealth Concepts, cutting an estimated $7.16M.

  • 181 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2025, up from 178 in Q2 2025.
  • Funds reported $1.24B of iShares Investment Grade Systematic Bond ETF stock for Q3 2025, up 9.2% quarter-over-quarter.
  • 21 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2025 and 15 closed out, a net change of +6 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2025 was Betterment LLC, an estimated $24M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2025 was Integrated Wealth Concepts, an estimated $7.16M sold.

Based on aggregated 13F filings for Q3 2025.