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iShares Investment Grade Systematic Bond ETF

180 hedge funds and large institutions have $1.21B invested in iShares Investment Grade Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.02% more ownership

Funds ownership: 88.68%88.7% (+0.02%)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

6% less funds holding

Funds holding: 191180 (-11)

7% less capital invested

Capital invested by funds: $1.31B → $1.21B (-$96.5M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
2.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
72
Reduced
72
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
Inspire Advisors
Idaho
$364K +$368K +8,078 New
JSW
127
Journey Strategic Wealth
New Jersey
$352K -$12.6K -277 -3%
IAG
128
Investment Advisory Group
Massachusetts
$344K
AI
129
Atria Investments
North Carolina
$343K -$1.58M -34,754 -82%
TVAMP
130
Tennessee Valley Asset Management Partners
Tennessee
$342K -$2.88M -63,239 -89%
WWG
131
West Wealth Group
California
$341K -$3.24K -71 -0.9%
IWC
132
Integrated Wealth Concepts
Massachusetts
$340K +$344K +7,549 New
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$335K +$339K +7,439 New
GWP
134
Gateway Wealth Partners
Wisconsin
$335K +$339K +7,438 New
VR
135
Vision Retirement
New Jersey
$334K -$120K -2,643 -26%
AWM
136
Able Wealth Management
New Jersey
$320K -$395K -8,665 -55%
NEPWA
137
New England Private Wealth Advisors
Massachusetts
$311K +$2.51K +55 +0.8%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$311K -$59.8K -1,312 -16%
SB
139
Strategic Blueprint
Georgia
$309K -$10.8K -237 -3%
EFG
140
Everest Financial Group
Minnesota
$296K +$299K +6,567 New
SWM
141
Stronghold Wealth Management
Florida
$293K +$2.42K +53 +0.8%
CJ
142
Caitlin John
Michigan
$265K
SWM
143
SigFig Wealth Management
California
$252K +$5.84K +128 +2%
RWA
144
Reicon Wealth Advisors
Georgia
$242K +$245K +5,370 New
Focus Partners Wealth
145
Focus Partners Wealth
Massachusetts
$234K -$109K -2,380 -31%
GAM
146
GEM Asset Management
Michigan
$231K -$90.7K -1,990 -28%
ECM
147
Evergreen Capital Management
Washington
$230K
EFG
148
Embree Financial Group
Illinois
$217K +$219K +4,810 New
Mariner
149
Mariner
Kansas
$214K -$8.02K -176 -4%
LIM
150
Leavell Investment Management
Alabama
$209K