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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 %
RF
151
Rossby Financial
Florida
$39.4K +$6.36K +140 +19%
WSFS
152
Wilmington Savings Fund Society
Delaware
$32.9K – – –
RFG
153
REAP Financial Group
Texas
$31.2K – – –
SWP
154
Strategic Wealth Partners
Ohio
$29.1K +$29.1K +641 New
NS
155
NBC Securities
Alabama
$26K +$26K +594 New
SA
156
Scarborough Advisors
Maryland
$25.9K +$25.9K +571 New
AF
157
Advisornet Financial
Minnesota
$25.1K – – –
MCA
158
Midwest Capital Advisors
Michigan
$24.7K -$51.4K -1,131 -68%
MYIA
159
Mount Yale Investment Advisors
Colorado
$23.2K +$23.2K +510 New
PTC
160
Private Trust Company
Ohio
$19K -$3.04K -67 -14%
GWSG
161
GPS Wealth Strategies Group
Colorado
$13.6K – – –
BCMLT
162
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.1K – – –
ACA
163
Aptus Capital Advisors
Alabama
$8.54K – – –
GWANC
164
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.54K – – –
CIAS
165
Capital Investment Advisory Services
North Carolina
$5.73K +$91 +2 +2%
NC
166
North Capital
Utah
$4.63K +$45 +1 +1%
CIA
167
Cape Investment Advisory
Georgia
$4.41K -$3.41K -75 -44%
KFI
168
Key Financial Inc
Pennsylvania
$3.41K +$3.41K +75 New
Fidelity Investments
169
Fidelity Investments
Massachusetts
$3.17K -$2.63K -58 -45%
SS
170
Sunbelt Securities
Texas
$2.64K -$45 -1 -2%
AA
171
Ancora Advisors
Ohio
$2.36K -$727 -16 -24%
PSFG
172
Park Square Financial Group
Georgia
$2.09K +$2.09K +46 New
Jones Financial Companies
173
Jones Financial Companies
Missouri
$1.72K +$1.72K +38 New
US Bancorp
174
US Bancorp
Minnesota
$273 +$273 +6 New
CPG
175
Cornerstone Planning Group
New Jersey
$134 – – –
4 5 6
7
8