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iShares Investment Grade Systematic Bond ETF

175 hedge funds and large institutions have $1.13B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 7 closing their positions.

Holders
175
Holders Change
+21
Holders Change %
+13.64%
% of All Funds
2.35%
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
82
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WSFS
151
Wilmington Savings Fund Society
Delaware
$32.9K 725
RFG
152
REAP Financial Group
Texas
$31.2K 687
SWP
153
Strategic Wealth Partners
Ohio
$29.1K 641 +641 New
NS
154
NBC Securities
Alabama
$26K 594 +594 New
SA
155
Scarborough Advisors
Maryland
$25.9K 571 +571 New
AF
156
Advisornet Financial
Minnesota
$25.1K 553
MCA
157
Midwest Capital Advisors
Michigan
$24.7K 544 -1,131 -68%
MYIA
158
Mount Yale Investment Advisors
Colorado
$23.2K 510 +510 New
PTC
159
Private Trust Company
Ohio
$19K 419 -67 -14%
GWSG
160
GPS Wealth Strategies Group
Colorado
$13.6K 300
BCMLT
161
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.1K 245
GWANC
162
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.54K 188
ACA
163
Aptus Capital Advisors
Alabama
$8.54K 188
CIAS
164
Capital Investment Advisory Services
North Carolina
$5.73K 126 +2 +2%
NC
165
North Capital
Utah
$4.63K 102 +1 +1%
CIA
166
Cape Investment Advisory
Georgia
$4.41K 97 -75 -44%
KFI
167
Key Financial Inc
Pennsylvania
$3.41K 75 +75 New
Fidelity Investments
168
Fidelity Investments
Massachusetts
$3.17K 70 -58 -45%
SS
169
Sunbelt Securities
Texas
$2.64K 59 -1 -2%
AA
170
Ancora Advisors
Ohio
$2.36K 52 -16 -24%
PSFG
171
Park Square Financial Group
Georgia
$2.09K 46 +46 New
Jones Financial Companies
172
Jones Financial Companies
Missouri
$1.72K 38 +38 New
US Bancorp
173
US Bancorp
Minnesota
$273 6 +6 New
CPG
174
Cornerstone Planning Group
New Jersey
$134 3
HNB
175
Huntington National Bank
Ohio