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iShares Investment Grade Systematic Bond ETF

154 hedge funds and large institutions have $962M invested in iShares Investment Grade Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 92 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 38

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more capital invested

Capital invested by funds: $842M → $962M (+$120M)

5.07% more ownership

Funds ownership: 82.16%87.23% (+5.1%)

11% less funds holding

Funds holding: 173154 (-19)

62% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 26

Holders
154
Holders Change
-19
Holders Change %
-10.98%
% of All Funds
2.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
92
Reduced
38
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
151
North Capital
Utah
$4.53K +$4.51K +101 New
AA
152
Ancora Advisors
Ohio
$3.06K +$3.04K +68 New
SS
153
Sunbelt Securities
Texas
$2.7K +$45 +1 +2%
CPG
154
Cornerstone Planning Group
New Jersey
$128
HNB
155
Huntington National Bank
Ohio
$90
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
-$1.99M -44,871 Closed
CF
157
Collier Financial
Colorado
-$756K -17,042 Closed
WWA
158
WCG Wealth Advisors
Nevada
-$539K -12,154 Closed
IAN
159
Integrated Advisors Network
Texas
-$537K -12,105 Closed
SL
160
Sentinus LLC
Illinois
-$461K -10,396 Closed
HGWM
161
Horst & Graben Wealth Management
Oregon
-$450K -10,140 Closed
KFSC
162
Keystone Financial Services (Colorado)
Colorado
-$431K -9,724 Closed
PIA
163
Pinion Investment Advisors
Kansas
-$289K -6,524 Closed
TWM
164
TSA Wealth Management
Texas
-$276K -6,222 Closed
KDA
165
Kraft Davis & Associates
Missouri
-$267K -6,021 Closed
AWA
166
Arkadios Wealth Advisors
Georgia
-$266K -5,992 Closed
CAM
167
Concorde Asset Management
Michigan
-$251K -5,660 Closed
CIAS
168
CFS Investment Advisory Services
New Jersey
-$243K -5,478 Closed
DWP
169
Destiny Wealth Partners
Florida
-$229K -5,155 Closed
HF
170
HRT Financial
New York
-$226K -5,104 Closed
CFGS
171
Concourse Financial Group Securities
Alabama
-$47.5K -1,070 Closed
FA
172
Fedenia Advisers
Wisconsin
-$22K -496 Closed
PFM
173
Phillips Financial Management
Indiana
-$20K -450 Closed
FWM
174
FLP Wealth Management
Arkansas
-$14.9K -335 Closed
RCM
175
Raleigh Capital Management
North Carolina
-$13.5K -304 Closed

IGEB Hedge Fund Activity: Q1 2025 in Review

154 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2025, worth a combined $962M — up 14% from $842M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IGEB and 10 opened new positions — a net loss of 16 holders — while 38 trimmed existing stakes and 92 added.

The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, opening a new position worth an estimated $27.3M. The largest seller was Citadel Advisors, cutting an estimated $25.6M.

  • 154 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2025, down from 173 in Q4 2024.
  • Funds reported $962M of iShares Investment Grade Systematic Bond ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 10 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2025 and 26 closed out, a net change of -16 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2025 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $27.3M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2025 was Citadel Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2025.