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iShares Investment Grade Systematic Bond ETF

180 hedge funds and large institutions have $1.21B invested in iShares Investment Grade Systematic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.02% more ownership

Funds ownership: 88.68%88.7% (+0.02%)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

6% less funds holding

Funds holding: 191180 (-11)

7% less capital invested

Capital invested by funds: $1.31B → $1.21B (-$96.5M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
2.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
72
Reduced
72
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
151
Warwick Investment Management
Texas
$209K +$9.76K +214 +5%
TCPW
152
Twin City Private Wealth
North Carolina
$206K -$27.9K -612 -12%
IAN
153
Integrated Advisors Network
Texas
$200K +$203K +4,442 New
SOAMC
154
Spirit of America Management Corp
New York
$136K -$11.1K -243 -7%
DWP
155
Destiny Wealth Partners
Florida
$100K +$102K +2,230 New
Wells Fargo
156
Wells Fargo
California
$81.6K -$10.4K -229 -11%
PTC
157
Private Trust Company
Ohio
$63.8K +$13.2K +289 +26%
KFG
158
Kingdom Financial Group
Arizona
$56.9K +$57.6K +1,263 New
LAS
159
Lloyd Advisory Services
Georgia
$56.9K +$57.6K +1,263 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$51.6K -$2.55K -56 -5%
SEP
161
Signature Equity Partners
Ohio
$47.9K -$821 -18 -2%
AWM
162
AE Wealth Management
Kansas
$43.3K +$3.88K +85 +10%
RF
163
Rossby Financial
Florida
$42.6K +$8.39K +184 +24%
SWP
164
Strategic Wealth Partners
Ohio
$35.4K -$20.1K -440 -36%
CA
165
CoreCap Advisors
Michigan
$34.4K
IAIM
166
International Assets Investment Management
Florida
$32.6K -$74.8K -1,641 -69%
SA
167
Scarborough Advisors
Maryland
$26.7K +$228 +5 +0.9%
AF
168
Allworth Financial
California
$19.6K -$9.12K -200 -31%
CPG
169
Cornerstone Planning Group
New Jersey
$14.3K +$14.4K +316 +10,533%
AF
170
Advisornet Financial
Minnesota
$9.42K
CAL
171
Capital Analysts LLC
Pennsylvania
$9K -$69.1K -1,515 -88%
EWM
172
Evolution Wealth Management
Florida
$8.47K
RFG
173
REAP Financial Group
Texas
$8.43K
CIAS
174
Capital Investment Advisory Services
North Carolina
$5.89K +$46 +1 +0.8%
SS
175
Sunbelt Securities
Texas
$2.83K +$46 +1 +2%