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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
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