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iShares Investment Grade Systematic Bond ETF

191 hedge funds and large institutions have $1.31B invested in iShares Investment Grade Systematic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 43

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

6% more funds holding

Funds holding: 181191 (+10)

5% more capital invested

Capital invested by funds: $1.24B → $1.31B (+$63.5M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.14% less ownership

Funds ownership: 89.82%88.68% (-1.1%)

Holders
191
Holders Change
+10
Holders Change %
+5.52%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
105
Reduced
43
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
$147M -$6.38M -138,994 -4%
LPL Financial
2
LPL Financial
California
$111M +$6.14M +133,852 +6%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$87.8M +$13.8M +300,000 +18%
Betterment LLC
4
Betterment LLC
New York
$65.6M +$10.2M +222,448 +18%
SIM
5
Stratos Investment Management
Ohio
$52.1M +$2.56M +55,673 +5%
Bank of America
6
Bank of America
North Carolina
$48.2M -$5.19M -113,139 -10%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$40.7M +$2.1M +45,684 +5%
MML Investors Services
8
MML Investors Services
Massachusetts
$39.5M +$5.21M +113,454 +15%
Ameriprise
9
Ameriprise
Minnesota
$37.7M -$3.13M -68,156 -8%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$36.1M +$145K +3,148 +0.4%
Morgan Stanley
11
Morgan Stanley
New York
$35.9M +$8.99M +195,893 +33%
OIA
12
OneDigital Investment Advisors
Kansas
$32.6M -$867K -18,892 -3%
BlackRock
13
BlackRock
New York
$26.9M -$1.22M -26,679 -4%
WFPG
14
Waller Financial Planning Group
Ohio
$26.4M +$3.35M +72,893 +14%
AWM
15
Ameliora Wealth Management
Switzerland
$26M +$1.22M +26,620 +5%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$24.9M +$1.23M +26,739 +5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$24.2M +$2.91M +63,317 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$23.9M +$598K +13,028 +3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$23.1M +$2.54M +55,231 +12%
UBS Group
20
UBS Group
Switzerland
$21.3M +$1.44M +31,456 +7%
MFG
21
Merit Financial Group
Georgia
$21.2M +$3.57M +77,796 +20%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.9M -$2.67M -58,188 -12%
UCFA
23
United Capital Financial Advisors
Texas
$14.8M +$281K +6,122 +2%
DC
24
Dorval Corp
Minnesota
$14.1M +$1.67M +36,442 +13%
PAG
25
Private Advisor Group
New Jersey
$13.8M +$747K +16,265 +6%