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iShares Investment Grade Systematic Bond ETF
IGEB

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: 6 → 7 (+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: 191 → 180 (-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
–

Top Buyers

1
EH
Equitable Holdings
New York
+$33.3M
2
Morgan Stanley
Morgan Stanley
New York
+$13.1M
3
BlackRock
BlackRock
New York
+$6.68M
4
Bank of America
Bank of America
North Carolina
+$6.06M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.97M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$23.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.5M
3
MML Investors Services
MML Investors Services
Massachusetts
-$14M
4
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$11.9M
5
LPL Financial
LPL Financial
California
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
176
Mosley Wealth Management
California
$875 +$866 +19 New
CT
177
Colonial Trust
South Carolina
$586 +$593 +13 New
US Bancorp
178
US Bancorp
Minnesota
$270 -$41.9K -919 -99%
MPW
179
MASECO Private Wealth
$270 – – –
Citigroup
180
Citigroup
New York
$225 +$228 +5 New
HNB
181
Huntington National Bank
Ohio
$90 – – –
DAS
182
Diversify Advisory Services
Utah
– -$5.41M -118,345 Closed
SL
183
Systelligence LLC
Minnesota
– -$4.25M -93,010 Closed
PGFC
184
Peapack-Gladstone Financial Corp
New Jersey
– -$4.02M -88,075 Closed
TPA
185
Trivium Point Advisory
Connecticut
– -$3.32M -72,793 Closed
AG
186
Ascent Group
Virginia
– -$2.39M -52,389 Closed
TW
187
Traveka Wealth
California
– -$2.18M -47,728 Closed
SL
188
SWMG LLC
Texas
– -$1.64M -35,780 Closed
MPW
189
MA Private Wealth
California
– -$962K -21,063 Closed
JSL
190
JT Stratford LLC
Georgia
– -$805K -17,621 Closed
CWP
191
Cyndeo Wealth Partners
Florida
– -$740K -16,212 Closed
VPP
192
Vertex Planning Partners
Illinois
– -$732K -16,024 Closed
IA
193
Integrity Alliance
Iowa
– -$579K -12,675 Closed
SHJ
194
Sharkey, Howes & Javer
Colorado
– -$501K -10,968 Closed
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
– -$343K -7,514 Closed
Goldman Sachs
196
Goldman Sachs
New York
– -$332K -7,277 Closed
IA
197
IFG Advisory
Georgia
– -$311K -6,815 Closed
DWM
198
DecisionMap Wealth Management
Virginia
– -$287K -6,283 Closed
TWP
199
Triad Wealth Partners
Kansas
– -$279K -6,112 Closed
SA
200
Sanctuary Advisors
Indiana
– -$233K -5,099 Closed
5 6 7
8
9

IGEB Hedge Fund Activity: Q1 2026 in Review

180 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Investment Grade Systematic Bond ETF (IGEB) for Q1 2026, worth a combined $1.21B — down 7.4% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of IGEB and 24 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 72 added.

The largest buyer was Equitable Holdings, opening a new position worth an estimated $33.3M. The largest seller was Janney Montgomery Scott, cutting an estimated $23.4M.

  • 180 institutional investors held iShares Investment Grade Systematic Bond ETF (IGEB) as of Q1 2026, down from 191 in Q4 2025.
  • Funds reported $1.21B of iShares Investment Grade Systematic Bond ETF stock for Q1 2026, down 7.4% quarter-over-quarter.
  • 24 funds opened new iShares Investment Grade Systematic Bond ETF positions in Q1 2026 and 30 closed out, a net change of -6 holders.
  • The largest iShares Investment Grade Systematic Bond ETF buyer in Q1 2026 was Equitable Holdings, an estimated $33.3M added.
  • The largest iShares Investment Grade Systematic Bond ETF seller in Q1 2026 was Janney Montgomery Scott, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2026.