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iShares Investment Grade Systematic Bond ETF

180 hedge funds and large institutions have $1.21B invested in iShares Investment Grade Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.02% more ownership

Funds ownership: 88.68%88.7% (+0.02%)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

6% less funds holding

Funds holding: 191180 (-11)

7% less capital invested

Capital invested by funds: $1.31B → $1.21B (-$96.5M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
2.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
72
Reduced
72
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$1.37M +$111K +2,441 +9%
SWP
77
Sagespring Wealth Partners
Tennessee
$1.36M -$126K -2,756 -8%
NFG
78
Nations Financial Group
Iowa
$1.35M +$185K +4,056 +16%
WMA
79
Wealth Management Associates
New Jersey
$1.22M +$29.9K +655 +2%
KWM
80
Keebeck Wealth Management
Illinois
$1.22M -$11.7K -256 -0.9%
SWP
81
ShoreHaven Wealth Partners
New Jersey
$1.2M -$150K -3,287 -11%
HA
82
Helium Advisors
Washington
$1.18M +$1.19M +26,123 New
T
83
Tidemark
California
$1.16M +$68.6K +1,504 +6%
TFA
84
Transamerica Financial Advisors
Florida
$1.13M -$651K -14,272 -36%
WIA
85
World Investment Advisors
California
$1.1M +$382K +8,371 +52%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$1.09M +$89.2K +1,956 +9%
CW
87
CreativeOne Wealth
Kansas
$1.08M +$21.2K +465 +2%
NA
88
NewEdge Advisors
Louisiana
$1.06M +$47K +1,030 +5%
FAM
89
Forte Asset Management
New York
$1.04M +$68.4K +1,500 +7%
AWM
90
Apollon Wealth Management
South Carolina
$971K +$38.3K +841 +4%
PFS
91
Paller Financial Services
Colorado
$968K -$145K -3,180 -13%
HWM
92
HB Wealth Management
Georgia
$963K -$31.9K -700 -3%
KAS
93
Kestra Advisory Services
Texas
$923K +$128K +2,818 +16%
IWA
94
Icon Wealth Advisors
Texas
$922K -$163K -3,577 -15%
PAMG
95
Patton Albertson Miller Group
Tennessee
$872K -$38.4K -843 -4%
CPC
96
Cadia Private Client
New Jersey
$845K -$84.8K -1,860 -9%
SW
97
SteelPeak Wealth
California
$785K +$85.2K +1,869 +12%
I
98
INVST
Indiana
$714K -$3.46K -76 -0.5%
AL
99
ADE LLC
Maryland
$704K -$82.6K -1,812 -10%
BCI
100
Brinker Capital Investments
Pennsylvania
$681K -$118K -2,585 -15%