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iShares Investment Grade Systematic Bond ETF

154 hedge funds and large institutions have $962M invested in iShares Investment Grade Systematic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 92 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-19
Holders Change %
-10.98%
% of All Funds
2.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
92
Reduced
38
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$83.8M +$16.2M +358,899 +24%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$73M +$9M +200,000 +14%
LPL Financial
3
LPL Financial
California
$63.7M +$4.31M +95,664 +7%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$50.9M +$1.8M +39,984 +4%
SIM
5
Stratos Investment Management
Ohio
$39.9M +$2.31M +51,391 +6%
Ameriprise
6
Ameriprise
Minnesota
$38.9M +$3.71M +82,438 +11%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$35.7M -$1.48M -32,916 -4%
Betterment LLC
8
Betterment LLC
New York
$28.6M +$6.9M +153,230 +32%
OIA
9
OneDigital Investment Advisors
Kansas
$28.1M +$4.19M +93,105 +18%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.5M +$27.5M +611,374 New
Bank of America
11
Bank of America
North Carolina
$27.1M +$2.53M +56,171 +10%
BlackRock
12
BlackRock
New York
$25.9M +$17.9M +396,611 +222%
MML Investors Services
13
MML Investors Services
Massachusetts
$25.5M +$5.58M +124,025 +28%
AWM
14
Ameliora Wealth Management
Switzerland
$23.5M +$1.06M +23,563 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$23.3M +$5.66M +125,680 +32%
WFPG
16
Waller Financial Planning Group
Ohio
$22M -$662K -14,699 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$21.2M +$4.94M +109,683 +30%
GWM
18
Geneos Wealth Management
Colorado
$19.4M +$12M +266,943 +164%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$18.7M -$665K -14,774 -3%
Morgan Stanley
20
Morgan Stanley
New York
$17M +$3.04M +67,525 +22%
UCFA
21
United Capital Financial Advisors
Texas
$13.8M +$2.4M +53,230 +21%
UBS Group
22
UBS Group
Switzerland
$13.1M +$9.06M +201,290 +223%
BWP
23
BlueStem Wealth Partners
Minnesota
$12.4M -$995K -22,098 -7%
MSWM
24
McGlone Suttner Wealth Management
Wisconsin
$11.8M +$424K +9,425 +4%
PAG
25
Private Advisor Group
New Jersey
$10.2M -$2.59M -57,569 -20%