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iShares Investment Grade Systematic Bond ETF

191 hedge funds and large institutions have $1.31B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 43

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

6% more funds holding

Funds holding: 181191 (+10)

5% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.14% less ownership

Funds ownership: 89.82%88.68% (-1.1%)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
105
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
76
SWMG LLC
Texas
$1.64M +$38.1K +830 +2%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$1.52M +$910K +19,827 +147%
TWCA
78
Two West Capital Advisors
Kansas
$1.51M +$168K +3,659 +12%
SWP
79
Sagespring Wealth Partners
Tennessee
$1.5M -$199K -4,325 -12%
PCIA
80
Prime Capital Investment Advisors
Kansas
$1.47M -$89.9K -1,958 -6%
CF
81
Convergence Financial
Missouri
$1.43M +$17.6K +384 +1%
SWP
82
ShoreHaven Wealth Partners
New Jersey
$1.37M +$66.6K +1,450 +5%
RA
83
RFG Advisory
Alabama
$1.27M +$45.1K +982 +4%
KWM
84
Keebeck Wealth Management
Illinois
$1.24M +$424K +9,231 +51%
WMA
85
Wealth Management Associates
New Jersey
$1.2M +$53.9K +1,174 +5%
NFG
86
Nations Financial Group
Iowa
$1.19M +$412K +8,970 +53%
PFS
87
Paller Financial Services
Colorado
$1.13M +$1.13M +24,655 New
T
88
Tidemark
California
$1.1M +$124K +2,693 +13%
IWA
89
Icon Wealth Advisors
Texas
$1.1M -$69.3K -1,509 -6%
CW
90
CreativeOne Wealth
Kansas
$1.07M -$38.3K -835 -3%
MMA
91
Miracle Mile Advisors
California
$1.04M -$14.3K -311 -1%
NA
92
NewEdge Advisors
Louisiana
$1.02M +$207K +4,502 +25%
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$1.02M +$114K +2,478 +13%
HWM
94
HB Wealth Management
Georgia
$1.01M -$2.29K -50 -0.2%
FAM
95
Forte Asset Management
New York
$986K +$28.1K +613 +3%
SPC
96
Sigma Planning Corp
Michigan
$966K -$110K -2,403 -10%
MPW
97
MA Private Wealth
California
$962K -$279K -6,076 -22%
AWM
98
Apollon Wealth Management
South Carolina
$945K +$49.5K +1,078 +5%
CPC
99
Cadia Private Client
New Jersey
$941K +$946K +20,608 New
PAMG
100
Patton Albertson Miller Group
Tennessee
$922K -$180K -3,912 -16%