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iShares Investment Grade Systematic Bond ETF

191 hedge funds and large institutions have $1.31B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 43

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

6% more funds holding

Funds holding: 181191 (+10)

5% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.14% less ownership

Funds ownership: 89.82%88.68% (-1.1%)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
105
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
151
Evergreen Capital Management
Washington
$233K
IWM
152
IHT Wealth Management
Illinois
$232K -$70.8K -1,543 -23%
Mariner
153
Mariner
Kansas
$225K +$3.54K +77 +2%
LIM
154
Leavell Investment Management
Alabama
$212K
SFA
155
Sequoia Financial Advisors
Ohio
$204K +$6.11K +133 +3%
WIM
156
Warwick Investment Management
Texas
$202K +$203K +4,421 New
MA
157
Mutual Advisors
Nebraska
$200K +$202K +4,391 New
SOAMC
158
Spirit of America Management Corp
New York
$148K -$107K -2,337 -42%
IAIM
159
International Assets Investment Management
Florida
$108K +$109K +2,366 New
GRP
160
Global Retirement Partners
California
$101K +$22.3K +485 +28%
Wells Fargo
161
Wells Fargo
California
$93.1K -$235K -5,120 -72%
CAL
162
Capital Analysts LLC
Pennsylvania
$78K -$3.86K -84 -5%
CRI
163
Commonwealth Retirement Investments
Virginia
$77.2K +$77.6K +1,690 New
SWP
164
Strategic Wealth Partners
Ohio
$56K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$54.9K +$10.7K +234 +24%
PTC
166
Private Trust Company
Ohio
$51.4K +$32.5K +707 +169%
SEP
167
Signature Equity Partners
Ohio
$49.4K +$49.6K +1,081 New
US Bancorp
168
US Bancorp
Minnesota
$42.2K +$42.2K +919 +15,317%
AWM
169
AE Wealth Management
Kansas
$40K -$14.7K -321 -27%
RF
170
Rossby Financial
Florida
$34.9K -$6.38K -139 -15%
CA
171
CoreCap Advisors
Michigan
$34.9K +$321 +7 +0.9%
AF
172
Allworth Financial
California
$29K +$29.2K +635 New
SAG
173
SageView Advisory Group
California
$28.3K +$28.5K +620 New
SA
174
Scarborough Advisors
Maryland
$26.8K +$459 +10 +2%
NS
175
NBC Securities
Alabama
$22.8K -$1.97K -43 -8%