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iShares Investment Grade Systematic Bond ETF

154 hedge funds and large institutions have $962M invested in iShares Investment Grade Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 92 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 38

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more capital invested

Capital invested by funds: $842M → $962M (+$120M)

5.07% more ownership

Funds ownership: 82.16%87.23% (+5.1%)

11% less funds holding

Funds holding: 173154 (-19)

62% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 26

Holders
154
Holders Change
-19
Holders Change %
-10.98%
% of All Funds
2.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
92
Reduced
38
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Nations Financial Group
Iowa
$527K -$208K -4,663 -28%
GM
102
GeoWealth Management
Illinois
$478K +$474K +10,613 +1,061,300%
GWMR
103
GC Wealth Management RIA
Massachusetts
$478K +$474K +10,614 New
SCA
104
Snowden Capital Advisors
New York
$448K +$66.9K +1,499 +18%
AL
105
ADE LLC
Maryland
$419K +$32.6K +730 +9%
ACP
106
Argyle Capital Partners
California
$416K
IAG
107
Investment Advisory Group
Massachusetts
$344K
CC
108
Copperleaf Capital
North Carolina
$331K -$699K -15,664 -68%
SWC
109
Spectrum Wealth Counsel
Indiana
$327K +$66.2K +1,484 +26%
Goldman Sachs
110
Goldman Sachs
New York
$324K -$17.2K -385 -5%
FHA
111
First Horizon Advisors
Tennessee
$321K +$54.3K +1,216 +21%
NEPWA
112
New England Private Wealth Advisors
Massachusetts
$296K +$2.41K +54 +0.8%
DWM
113
DecisionMap Wealth Management
Virginia
$294K +$49.9K +1,117 +21%
CJ
114
Caitlin John
Michigan
$284K
CWM
115
Certus Wealth Management
California
$267K +$41.7K +933 +18%
BMM
116
Buffington Mohr McNeal
Idaho
$264K -$1.37M -30,625 -84%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$263K -$238K -5,322 -48%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$258K +$60.8K +1,363 +31%
SOAMC
119
Spirit of America Management Corp
New York
$249K -$1.38K -31 -0.6%
Mariner
120
Mariner
Kansas
$246K -$109K -2,447 -31%
AAS
121
Avantax Advisory Services
Texas
$238K +$5.67K +127 +2%
IA
122
IFG Advisory
Georgia
$230K +$24.6K +551 +12%
LIM
123
Leavell Investment Management
Alabama
$220K -$57.8K -1,295 -21%
LSWP
124
Liberty Square Wealth Partners
Pennsylvania
$216K
AFG
125
Atomi Financial Group
New York
$216K +$214K +4,795 New

IGEB Hedge Fund Activity: Q1 2025 in Review

154 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2025, worth a combined $962M — up 14% from $842M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IGEB and 10 opened new positions — a net loss of 16 holders — while 38 trimmed existing stakes and 92 added.

The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, opening a new position worth an estimated $27.3M. The largest seller was Citadel Advisors, cutting an estimated $25.6M.

  • 154 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2025, down from 173 in Q4 2024.
  • Funds reported $962M of iShares Investment Grade Systematic Bond ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 10 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2025 and 26 closed out, a net change of -16 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2025 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $27.3M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2025 was Citadel Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2025.