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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 %
NP
126
NorthRock Partners
Minnesota
$293K -$1.23M -27,043 -81%
DWM
127
DecisionMap Wealth Management
Virginia
$280K -$16.2K -357 -5%
CJ
128
Caitlin John
Michigan
$273K -$13.6K -300 -5%
CWM
129
Certus Wealth Management
California
$273K -$636 -14 -0.2%
IA
130
IFG Advisory
Georgia
$271K +$39K +859 +17%
IAN
131
Integrated Advisors Network
Texas
$268K +$268K +5,906 New
IWA
132
Icon Wealth Advisors
Texas
$259K +$87.5K +1,925 +51%
Comerica Bank
133
Comerica Bank
Texas
$253K +$70.8K +1,558 +39%
SOAMC
134
Spirit of America Management Corp
New York
$252K +$1.72K +38 +0.7%
SWM
135
SigFig Wealth Management
California
$249K +$249K +5,494 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$246K -$14.9K -328 -6%
Mariner
137
Mariner
Kansas
$244K -$4K -88 -2%
PWS
138
Precision Wealth Strategies
Missouri
$230K +$230K +5,063 New
DAS
139
Diversify Advisory Services
Utah
$226K +$226K +4,967 New
LSWP
140
Liberty Square Wealth Partners
Pennsylvania
$218K – – –
LIM
141
Leavell Investment Management
Alabama
$214K -$7.95K -175 -4%
SFA
142
Sequoia Financial Advisors
Ohio
$202K +$202K +4,447 New
AG
143
AmeriFlex Group
Nevada
$149K +$1.86K +41 +1%
PS
144
Principal Securities
Iowa
$109K -$23.3K -512 -18%
TWC
145
TD Waterhouse Canada
Ontario, Canada
$98.5K -$5.2M -114,350 -98%
GRP
146
Global Retirement Partners
California
$84.5K +$84.5K +1,860 New
LFA
147
LGT Financial Advisors
Texas
$79.9K +$79.9K +1,759 New
CAL
148
Capital Analysts LLC
Pennsylvania
$77K -$9.36K -206 -11%
AAS
149
Ameritas Advisory Services
Nebraska
$51K +$51K +1,123 New
AWM
150
AE Wealth Management
Kansas
$47.4K +$4.09K +90 +9%
4 5
6
7 8