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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
Goldman Sachs
126
Goldman Sachs
New York
$335K -$3.62M -79,379 -92%
RWM
127
Riverbend Wealth Management
South Carolina
$331K +$27.7K +608 +9%
Wells Fargo
128
Wells Fargo
California
$330K -$95.2K -2,090 -23%
TCPW
129
Twin City Private Wealth
North Carolina
$324K -$50.5K -1,109 -14%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$316K +$65.9K +1,446 +27%
NEPWA
131
New England Private Wealth Advisors
Massachusetts
$310K +$2.5K +55 +0.8%
IA
132
IFG Advisory
Georgia
$307K +$32.3K +710 +12%
IWM
133
IHT Wealth Management
Illinois
$305K -$180K -3,961 -37%
Comerica Bank
134
Comerica Bank
Texas
$286K +$29.4K +645 +12%
DWM
135
DecisionMap Wealth Management
Virginia
$285K +$1.37K +30 +0.5%
CWM
136
Certus Wealth Management
California
$285K +$9.02K +198 +3%
FTUS
137
Flow Traders U.S.
New York
$284K +$281K +6,169 New
CJ
138
Caitlin John
Michigan
$276K -$137 -3 -0.1%
IAN
139
Integrated Advisors Network
Texas
$264K -$7.47K -164 -3%
SOAMC
140
Spirit of America Management Corp
New York
$257K +$410 +9 +0.2%
GAM
141
GEM Asset Management
Michigan
$256K +$254K +5,574 New
SWM
142
SigFig Wealth Management
California
$248K -$4.69K -103 -2%
ECM
143
Evergreen Capital Management
Washington
$235K +$232K +5,097 New
Mariner
144
Mariner
Kansas
$224K -$23.8K -522 -10%
LIM
145
Leavell Investment Management
Alabama
$214K -$2.73K -60 -1%
PWS
146
Precision Wealth Strategies
Missouri
$212K -$20.8K -456 -9%
SA
147
Sanctuary Advisors
Indiana
$208K +$205K +4,512 New
CIAS
148
CFS Investment Advisory Services
New Jersey
$204K +$200K +4,399 New
SFA
149
Sequoia Financial Advisors
Ohio
$200K -$4.65K -102 -2%
GA
150
GoalVest Advisory
New York
$166K +$164K +3,608 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.