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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
AAS
176
Ameritas Advisory Services
Nebraska
$1.29K -$49.9K -1,095 -98%
TWC
177
TD Waterhouse Canada
Ontario, Canada
$644 -$98.1K -2,153 -99%
RCM
178
Raleigh Capital Management
North Carolina
$604 +$592 +13 New
US Bancorp
179
US Bancorp
Minnesota
$276
MPW
180
MASECO Private Wealth
$276 +$273 +6 New
CPG
181
Cornerstone Planning Group
New Jersey
$137
HNB
182
Huntington National Bank
Ohio
$92
Citadel Advisors
183
Citadel Advisors
Florida
-$5.8M -127,589 Closed
Jane Street
184
Jane Street
New York
-$1.61M -35,406 Closed
SOS
185
Silver Oak Securities
Tennessee
-$1.48M -32,594 Closed
DL
186
DOHJ LLC
Washington
-$1.04M -23,453 Closed
Cerity Partners
187
Cerity Partners
New York
-$391K -8,614 Closed
LSWP
188
Liberty Square Wealth Partners
Pennsylvania
-$218K -4,805 Closed
AG
189
AmeriFlex Group
Nevada
-$149K -3,285 Closed
WSFS
190
Wilmington Savings Fund Society
Delaware
-$32.9K -725 Closed
MYIA
191
Mount Yale Investment Advisors
Colorado
-$23.2K -510 Closed
BCMLT
192
Beacon Capital Management LLC (Tennessee)
Tennessee
-$11.1K -245 Closed
GWANC
193
Guardian Wealth Advisors (North Carolina)
North Carolina
-$8.54K -188 Closed
KFI
194
Key Financial Inc
Pennsylvania
-$3.41K -75 Closed
PSFG
195
Park Square Financial Group
Georgia
-$2.09K -46 Closed
Jones Financial Companies
196
Jones Financial Companies
Missouri
-$1.72K -38 Closed
KG
197
Kilter Group
New York
-$45 -1 Closed

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.