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iShares Investment Grade Systematic Bond ETF
IGEB

Overview Fund Activity

176 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 31 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+22
Holders Change %
+14.29%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
31
Increased
83
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58M
2
LPL Financial
LPL Financial
California
+$27.3M
3
Bank of America
Bank of America
North Carolina
+$24.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.8M
5
MML Investors Services
MML Investors Services
Massachusetts
+$8.15M

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$15.3M
2
GWM
Geneos Wealth Management
Colorado
-$8.03M
3
Jane Street
Jane Street
New York
-$5.46M
4
TWC
TD Waterhouse Canada
Ontario, Canada
-$5.2M
5
BWP
BlueStem Wealth Partners
Minnesota
-$4.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Able Wealth Management
New Jersey
$588K -$169K -3,713 -22%
SW
102
SteelPeak Wealth
California
$564K +$27.3K +601 +5%
T
103
Tidemark
California
$546K -$154K -3,380 -22%
GM
104
GeoWealth Management
Illinois
$534K +$52.2K +1,148 +11%
GWMR
105
GC Wealth Management RIA
Massachusetts
$532K +$49.8K +1,095 +10%
AL
106
ADE LLC
Maryland
$513K +$90.1K +1,983 +21%
AFP
107
Ausdal Financial Partners
Iowa
$513K +$513K +11,288 New
AWS
108
Atria Wealth Solutions
New York
$493K +$493K +10,839 New
AWM
109
Axxcess Wealth Management
California
$486K -$60.3K -1,326 -11%
IWM
110
IHT Wealth Management
Illinois
$481K -$343K -7,539 -42%
BCI
111
Brinker Capital Investments
Pennsylvania
$472K +$472K +10,383 New
FHA
112
First Horizon Advisors
Tennessee
$448K +$124K +2,724 +38%
HFA
113
High Falls Advisors
New York
$446K +$446K +9,806 New
SCA
114
Snowden Capital Advisors
New York
$425K -$27.1K -596 -6%
Wells Fargo
115
Wells Fargo
California
$420K +$407K +8,952 +3,004%
ACP
116
Argyle Capital Partners
California
$420K – – –
WIA
117
World Investment Advisors
California
$394K +$191K +4,205 +94%
Cerity Partners
118
Cerity Partners
New York
$391K -$474K -10,425 -55%
TCPW
119
Twin City Private Wealth
North Carolina
$370K +$196K +4,317 +113%
IAG
120
Investment Advisory Group
Massachusetts
$347K – – –
Focus Partners Wealth
121
Focus Partners Wealth
Massachusetts
$344K +$344K +7,560 New
WWG
122
West Wealth Group
California
$333K +$333K +7,310 New
NEPWA
123
New England Private Wealth Advisors
Massachusetts
$303K +$4.91K +108 +2%
AAS
124
Avantax Advisory Services
Texas
$303K +$63K +1,387 +26%
RWM
125
Riverbend Wealth Management
South Carolina
$299K +$299K +6,587 New
3 4
5
6 7