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iShares Investment Grade Systematic Bond ETF

181 hedge funds and large institutions have $1.24B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 45

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $1.14B → $1.24B (+$105M)

2% more funds holding

Funds holding: 178181 (+3)

1.53% less ownership

Funds ownership: 91.35%89.82% (-1.5%)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
107
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
101
ADE LLC
Maryland
$715K +$193K +4,232 +37%
VPP
102
Vertex Planning Partners
Illinois
$700K +$73K +1,603 +12%
CAG
103
Centerpoint Advisory Group
Kansas
$695K -$13.7K -301 -2%
CWP
104
Cyndeo Wealth Partners
Florida
$693K +$18K +395 +3%
PA
105
Parallel Advisors
California
$679K -$1.49M -32,793 -69%
1IA
106
1620 Investment Advisors
Massachusetts
$679K +$137 +3 +0%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$621K -$2.41M -52,991 -80%
GM
108
GeoWealth Management
Illinois
$589K +$46.6K +1,023 +9%
I
109
INVST
Indiana
$584K +$135K +2,955 +30%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$552K -$57.6K -1,265 -10%
GWMR
111
GC Wealth Management RIA
Massachusetts
$540K +$1.05K +23 +0.2%
AFP
112
Ausdal Financial Partners
Iowa
$538K +$18.2K +399 +4%
SW
113
SteelPeak Wealth
California
$534K -$36.3K -797 -6%
AWM
114
Axxcess Wealth Management
California
$495K +$2.96K +65 +0.6%
HFA
115
High Falls Advisors
New York
$482K +$30.1K +661 +7%
IWC
116
Integrated Wealth Concepts
Massachusetts
$460K -$7.16M -157,172 -94%
WIA
117
World Investment Advisors
California
$446K +$46.9K +1,030 +12%
SCA
118
Snowden Capital Advisors
New York
$434K +$3.83K +84 +0.9%
LFG
119
Lockerman Financial Group
California
$433K +$428K +9,395 New
ACP
120
Argyle Capital Partners
California
$425K
JSW
121
Journey Strategic Wealth
New Jersey
$367K +$363K +7,963 New
WWG
122
West Wealth Group
California
$354K +$16K +351 +5%
IAG
123
Investment Advisory Group
Massachusetts
$352K
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$349K +$865 +19 +0.3%
AFW
125
Avantra Family Wealth
Pennsylvania
$341K +$338K +7,411 New

IGEB Hedge Fund Activity: Q3 2025 in Review

181 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2025, worth a combined $1.24B — up 9.2% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGEB positions and 15 closed out — a net gain of 6 holders — while 107 added to existing stakes and 45 trimmed.

The largest buyer was Betterment LLC, adding an estimated $24M. The largest seller was Integrated Wealth Concepts, cutting an estimated $7.16M.

  • 181 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2025, up from 178 in Q2 2025.
  • Funds reported $1.24B of iShares Investment Grade Systematic Bond ETF stock for Q3 2025, up 9.2% quarter-over-quarter.
  • 21 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2025 and 15 closed out, a net change of +6 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2025 was Betterment LLC, an estimated $24M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2025 was Integrated Wealth Concepts, an estimated $7.16M sold.

Based on aggregated 13F filings for Q3 2025.