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iShares Investment Grade Systematic Bond ETF

181 hedge funds and large institutions have $1.24B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 107 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 45

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $1.14B → $1.24B (+$105M)

2% more funds holding

Funds holding: 178181 (+3)

1.53% less ownership

Funds ownership: 91.35%89.82% (-1.5%)

Holders
181
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
2.38%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
107
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
151
Principal Securities
Iowa
$104K -$6.47K -142 -6%
CAL
152
Capital Analysts LLC
Pennsylvania
$83K +$4.74K +104 +6%
GRP
153
Global Retirement Partners
California
$79.8K -$5.78K -127 -7%
GWSG
154
GPS Wealth Strategies Group
Colorado
$61.8K +$47.5K +1,042 +347%
SWP
155
Strategic Wealth Partners
Ohio
$56.5K +$26.6K +585 +91%
AWM
156
AE Wealth Management
Kansas
$55.1K +$7.06K +155 +15%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$44.6K +$40.9K +898 +1,283%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$42K +$41.5K +911 New
RF
159
Rossby Financial
Florida
$41.5K +$1.59K +35 +4%
CA
160
CoreCap Advisors
Michigan
$34.9K +$34.5K +757 New
SA
161
Scarborough Advisors
Maryland
$26.6K +$273 +6 +1%
NS
162
NBC Securities
Alabama
$25K -$2.37K -52 -9%
PTC
163
Private Trust Company
Ohio
$19.3K
LFA
164
LGT Financial Advisors
Texas
$16.6K -$63.7K -1,398 -79%
AFWM
165
Abich Financial Wealth Management
Virginia
$14.2K +$14.1K +309 New
AF
166
Advisornet Financial
Minnesota
$9.62K -$15.7K -344 -62%
ACA
167
Aptus Capital Advisors
Alabama
$8.66K
RFG
168
REAP Financial Group
Texas
$8.61K -$22.8K -500 -73%
AA
169
Ancora Advisors
Ohio
$7.6K +$5.15K +113 +217%
CIAS
170
Capital Investment Advisory Services
North Carolina
$5.87K +$91 +2 +2%
NC
171
North Capital
Utah
$4.8K +$91 +2 +2%
CIA
172
Cape Investment Advisory
Georgia
$4.47K
KA
173
Kozak & Associates
Colorado
$3.97K +$3.96K +87 New
MCA
174
Midwest Capital Advisors
Michigan
$3.81K -$21K -461 -85%
SS
175
Sunbelt Securities
Texas
$2.83K +$91 +2 +3%

IGEB Hedge Fund Activity: Q3 2025 in Review

181 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q3 2025, worth a combined $1.24B — up 9.2% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGEB positions and 15 closed out — a net gain of 6 holders — while 107 added to existing stakes and 45 trimmed.

The largest buyer was Betterment LLC, adding an estimated $24M. The largest seller was Integrated Wealth Concepts, cutting an estimated $7.16M.

  • 181 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q3 2025, up from 178 in Q2 2025.
  • Funds reported $1.24B of iShares Investment Grade Systematic Bond ETF stock for Q3 2025, up 9.2% quarter-over-quarter.
  • 21 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q3 2025 and 15 closed out, a net change of +6 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q3 2025 was Betterment LLC, an estimated $24M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q3 2025 was Integrated Wealth Concepts, an estimated $7.16M sold.

Based on aggregated 13F filings for Q3 2025.