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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
WIA
126
World Investment Advisors
California
$201K -$652K -14,614 -77%
Comerica Bank
127
Comerica Bank
Texas
$180K -$4.82K -108 -3%
TCPW
128
Twin City Private Wealth
North Carolina
$173K +$9.51K +213 +6%
IWA
129
Icon Wealth Advisors
Texas
$170K +$15.6K +350 +10%
AG
130
AmeriFlex Group
Nevada
$146K +$16.3K +364 +13%
PS
131
Principal Securities
Iowa
$129K
CCM
132
Coldstream Capital Management
Washington
$124K +$123K +2,748 New
CAL
133
Capital Analysts LLC
Pennsylvania
$86K +$7.5K +168 +10%
GJIA
134
Glass Jacobson Investment Advisors
Maryland
$76.7K
MCA
135
Midwest Capital Advisors
Michigan
$75.4K -$33.9K -760 -31%
AWM
136
AE Wealth Management
Kansas
$42.8K -$7.59K -170 -15%
WSFS
137
Wilmington Savings Fund Society
Delaware
$32.6K +$6.92K +155 +27%
RF
138
Rossby Financial
Florida
$32.5K +$32.5K +728 New
RFG
139
REAP Financial Group
Texas
$30.9K
AF
140
Advisornet Financial
Minnesota
$24.9K
PTC
141
Private Trust Company
Ohio
$21.9K -$3.3K -74 -13%
CA
142
Continuum Advisory
Idaho
$15.1K -$5.67K -127 -27%
GWSG
143
GPS Wealth Strategies Group
Colorado
$13.5K
Wells Fargo
144
Wells Fargo
California
$13.4K -$83.9K -1,879 -86%
BCMLT
145
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K
ACA
146
Aptus Capital Advisors
Alabama
$8.46K
GWANC
147
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.46K
CIA
148
Cape Investment Advisory
Georgia
$7.74K
Fidelity Investments
149
Fidelity Investments
Massachusetts
$5.78K +$4.02K +90 +237%
CIAS
150
Capital Investment Advisory Services
North Carolina
$5.6K +$45 +1 +0.8%

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.