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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
AAS
126
Avantax Advisory Services
Texas
$303K +$61.8K +1,387 +26%
RWM
127
Riverbend Wealth Management
South Carolina
$299K +$293K +6,587 New
NP
128
NorthRock Partners
Minnesota
$293K -$1.2M -27,043 -81%
DWM
129
DecisionMap Wealth Management
Virginia
$280K -$15.9K -357 -5%
CJ
130
Caitlin John
Michigan
$273K -$13.4K -300 -5%
CWM
131
Certus Wealth Management
California
$273K -$624 -14 -0.2%
IA
132
IFG Advisory
Georgia
$271K +$38.3K +859 +17%
IAN
133
Integrated Advisors Network
Texas
$268K +$263K +5,906 New
IWA
134
Icon Wealth Advisors
Texas
$259K +$85.8K +1,925 +51%
Comerica Bank
135
Comerica Bank
Texas
$253K +$69.4K +1,558 +39%
SOAMC
136
Spirit of America Management Corp
New York
$252K +$1.69K +38 +0.7%
SWM
137
SigFig Wealth Management
California
$249K +$245K +5,494 New
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$246K -$14.6K -328 -6%
Mariner
139
Mariner
Kansas
$244K -$3.92K -88 -2%
PWS
140
Precision Wealth Strategies
Missouri
$230K +$226K +5,063 New
DAS
141
Diversify Advisory Services
Utah
$226K +$221K +4,967 New
LSWP
142
Liberty Square Wealth Partners
Pennsylvania
$218K
LIM
143
Leavell Investment Management
Alabama
$214K -$7.8K -175 -4%
SFA
144
Sequoia Financial Advisors
Ohio
$202K +$198K +4,447 New
AG
145
AmeriFlex Group
Nevada
$149K +$1.83K +41 +1%
PS
146
Principal Securities
Iowa
$109K -$22.8K -512 -18%
TWC
147
TD Waterhouse Canada
Ontario, Canada
$98.5K -$5.09M -114,350 -98%
GRP
148
Global Retirement Partners
California
$84.5K +$82.9K +1,860 New
LFA
149
LGT Financial Advisors
Texas
$79.9K +$78.4K +1,759 New
CAL
150
Capital Analysts LLC
Pennsylvania
$77K -$9.18K -206 -11%

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.