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iShares Investment Grade Systematic Bond ETF

191 hedge funds and large institutions have $1.31B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 43

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

6% more funds holding

Funds holding: 181191 (+10)

5% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.14% less ownership

Funds ownership: 89.82%88.68% (-1.1%)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
105
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$808K +$55.5K +1,210 +7%
KAS
102
Kestra Advisory Services
Texas
$806K +$80.7K +1,757 +11%
JSL
103
JT Stratford LLC
Georgia
$805K +$809K +17,621 New
AL
104
ADE LLC
Maryland
$797K +$88.1K +1,920 +12%
CWP
105
Cyndeo Wealth Partners
Florida
$740K +$53.5K +1,166 +8%
WIA
106
World Investment Advisors
California
$736K +$295K +6,432 +66%
VPP
107
Vertex Planning Partners
Illinois
$732K +$37.6K +820 +5%
I
108
INVST
Indiana
$727K +$149K +3,244 +26%
AWM
109
Able Wealth Management
New Jersey
$720K +$5.23K +114 +0.7%
SW
110
SteelPeak Wealth
California
$710K +$181K +3,953 +34%
1IA
111
1620 Investment Advisors
Massachusetts
$660K -$13.5K -295 -2%
GM
112
GeoWealth Management
Illinois
$636K +$52.1K +1,135 +9%
CAG
113
Centerpoint Advisory Group
Kansas
$615K -$74.9K -1,631 -11%
IA
114
Integrity Alliance
Iowa
$579K +$582K +12,675 New
PA
115
Parallel Advisors
California
$568K -$107K -2,327 -16%
GWMR
116
GC Wealth Management RIA
Massachusetts
$555K +$19.4K +422 +4%
AFP
117
Ausdal Financial Partners
Iowa
$534K +$459 +10 +0.1%
HFA
118
High Falls Advisors
New York
$513K +$35.6K +775 +7%
SHJ
119
Sharkey, Howes & Javer
Colorado
$501K +$504K +10,968 New
AWM
120
Axxcess Wealth Management
California
$491K
RWM
121
Riverbend Wealth Management
South Carolina
$487K +$159K +3,466 +48%
VR
122
Vision Retirement
New Jersey
$459K +$462K +10,056 New
OCA
123
OpenArc Corporate Advisory
Georgia
$433K +$436K +9,491 New
LFG
124
Lockerman Financial Group
California
$429K +$321 +7 +0.1%
ACP
125
Argyle Capital Partners
California
$422K