We are live on ! Find out more
IGEB icon

iShares Investment Grade Systematic Bond ETF

178 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 33 funds opening new positions, 83 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

66% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 50

18% more capital invested

Capital invested by funds: $962M → $1.14B (+$178M)

16% more funds holding

Funds holding: 154178 (+24)

4.13% more ownership

Funds ownership: 87.23%91.35% (+4.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
33
Increased
83
Reduced
50
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Ameritas Advisory Services
Nebraska
$51K +$50K +1,123 New
AWM
152
AE Wealth Management
Kansas
$47.4K +$4.01K +90 +9%
RF
153
Rossby Financial
Florida
$39.4K +$6.24K +140 +19%
WSFS
154
Wilmington Savings Fund Society
Delaware
$32.9K
RFG
155
REAP Financial Group
Texas
$31.2K
SWP
156
Strategic Wealth Partners
Ohio
$29.1K +$28.6K +641 New
NS
157
NBC Securities
Alabama
$26K +$26.5K +594 New
SA
158
Scarborough Advisors
Maryland
$25.9K +$25.4K +571 New
AF
159
Advisornet Financial
Minnesota
$25.1K
MCA
160
Midwest Capital Advisors
Michigan
$24.7K -$50.4K -1,131 -68%
MYIA
161
Mount Yale Investment Advisors
Colorado
$23.2K +$22.7K +510 New
PTC
162
Private Trust Company
Ohio
$19K -$2.98K -67 -14%
GWSG
163
GPS Wealth Strategies Group
Colorado
$13.6K
BCMLT
164
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.1K
ACA
165
Aptus Capital Advisors
Alabama
$8.54K
GWANC
166
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.54K
CIAS
167
Capital Investment Advisory Services
North Carolina
$5.73K +$89 +2 +2%
NC
168
North Capital
Utah
$4.63K +$45 +1 +1%
CIA
169
Cape Investment Advisory
Georgia
$4.41K -$3.34K -75 -44%
KFI
170
Key Financial Inc
Pennsylvania
$3.41K +$3.34K +75 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$3.17K -$2.58K -58 -45%
SS
172
Sunbelt Securities
Texas
$2.63K -$45 -1 -2%
AA
173
Ancora Advisors
Ohio
$2.36K -$713 -16 -24%
PSFG
174
Park Square Financial Group
Georgia
$2.09K +$2.05K +46 New
Jones Financial Companies
175
Jones Financial Companies
Missouri
$1.72K +$1.69K +38 New

IGEB Hedge Fund Activity: Q2 2025 in Review

178 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q2 2025, worth a combined $1.14B — up 18% from $962M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IGEB positions and 7 closed out — a net gain of 26 holders — while 83 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $56.8M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $15M.

  • 178 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q2 2025, up from 154 in Q1 2025.
  • Funds reported $1.14B of iShares Investment Grade Systematic Bond ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 33 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q2 2025 and 7 closed out, a net change of +26 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $56.8M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q2 2025 was Hennion & Walsh Asset Management, an estimated $15M sold.

Based on aggregated 13F filings for Q2 2025.