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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

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

66% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 50

18% more capital invested

Capital invested by funds: $962M → $1.14B (+$178M)

16% more funds holding

Funds holding: 154178 (+24)

4.13% more ownership

Funds ownership: 87.23%91.35% (+4.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
33
Increased
83
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$602K -$674K -15,132 -53%
AWM
102
Able Wealth Management
New Jersey
$588K -$165K -3,713 -22%
SW
103
SteelPeak Wealth
California
$564K +$26.8K +601 +5%
T
104
Tidemark
California
$546K -$151K -3,380 -22%
GM
105
GeoWealth Management
Illinois
$534K +$51.1K +1,148 +11%
GWMR
106
GC Wealth Management RIA
Massachusetts
$532K +$48.8K +1,095 +10%
AL
107
ADE LLC
Maryland
$513K +$88.3K +1,983 +21%
AFP
108
Ausdal Financial Partners
Iowa
$513K +$503K +11,288 New
AWS
109
Atria Wealth Solutions
New York
$493K +$483K +10,839 New
AWM
110
Axxcess Wealth Management
California
$486K -$59.1K -1,326 -11%
IWM
111
IHT Wealth Management
Illinois
$481K -$336K -7,539 -42%
BCI
112
Brinker Capital Investments
Pennsylvania
$472K +$463K +10,383 New
FHA
113
First Horizon Advisors
Tennessee
$448K +$121K +2,724 +38%
HFA
114
High Falls Advisors
New York
$446K +$437K +9,806 New
I
115
INVST
Indiana
$442K +$433K +9,721 New
SCA
116
Snowden Capital Advisors
New York
$425K -$26.6K -596 -6%
Wells Fargo
117
Wells Fargo
California
$420K +$399K +8,952 +3,004%
ACP
118
Argyle Capital Partners
California
$420K
WIA
119
World Investment Advisors
California
$394K +$187K +4,205 +94%
Cerity Partners
120
Cerity Partners
New York
$391K -$464K -10,425 -55%
TCPW
121
Twin City Private Wealth
North Carolina
$370K +$192K +4,317 +113%
IAG
122
Investment Advisory Group
Massachusetts
$347K
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$344K +$337K +7,560 New
WWG
124
West Wealth Group
California
$333K +$326K +7,310 New
NEPWA
125
New England Private Wealth Advisors
Massachusetts
$303K +$4.81K +108 +2%

IGEB Hedge Fund Activity: Q2 2025 in Review

178 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q2 2025, worth a combined $1.14B — up 18% from $962M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IGEB positions and 7 closed out — a net gain of 26 holders — while 83 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $56.8M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $15M.

  • 178 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q2 2025, up from 154 in Q1 2025.
  • Funds reported $1.14B of iShares Investment Grade Systematic Bond ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 33 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q2 2025 and 7 closed out, a net change of +26 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $56.8M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q2 2025 was Hennion & Walsh Asset Management, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2025.