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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$155M +$10M +220,161 +7%
LPL Financial
2
LPL Financial
California
$105M +$12.4M +272,609 +14%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$74.7M
Betterment LLC
4
Betterment LLC
New York
$55.9M +$24M +526,254 +77%
Bank of America
5
Bank of America
North Carolina
$53.9M +$1.71M +37,650 +3%
SIM
6
Stratos Investment Management
Ohio
$50M +$7.75M +170,116 +19%
Ameriprise
7
Ameriprise
Minnesota
$40.5M -$4.7M -103,269 -10%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$38.9M +$2.3M +50,562 +6%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$36.2M +$146K +3,200 +0.4%
MML Investors Services
10
MML Investors Services
Massachusetts
$34.6M +$171K +3,750 +0.5%
OIA
11
OneDigital Investment Advisors
Kansas
$33.8M +$85.4K +1,876 +0.3%
BlackRock
12
BlackRock
New York
$28.4M +$909K +19,958 +3%
Morgan Stanley
13
Morgan Stanley
New York
$27.2M +$1.57M +34,574 +6%
AWM
14
Ameliora Wealth Management
Switzerland
$25M -$266K -5,844 -1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$23.9M +$511K +11,216 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$23.5M +$928K +20,385 +4%
WFPG
17
Waller Financial Planning Group
Ohio
$23.3M +$497K +10,912 +2%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.8M -$2.11M -46,274 -9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$21.5M +$1.09M +23,968 +5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$20.7M +$9.39M +206,189 +85%
UBS Group
21
UBS Group
Switzerland
$20M +$4.45M +97,650 +29%
MFG
22
Merit Financial Group
Georgia
$17.8M +$6.29M +138,026 +55%
UCFA
23
United Capital Financial Advisors
Texas
$14.7M -$574K -12,614 -4%
PAG
24
Private Advisor Group
New Jersey
$13.2M +$2.35M +51,660 +22%
MSWM
25
McGlone Suttner Wealth Management
Wisconsin
$12.8M +$241K +5,292 +2%

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.