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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$142M -$3.46M -75,945 -2%
LPL Financial
2
LPL Financial
California
$98.3M -$11M -242,141 -10%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$86.6M
Betterment LLC
4
Betterment LLC
New York
$68.9M +$4.25M +93,324 +6%
Bank of America
5
Bank of America
North Carolina
$53.6M +$6.06M +132,947 +13%
SIM
6
Stratos Investment Management
Ohio
$53.1M +$1.72M +37,718 +3%
Morgan Stanley
7
Morgan Stanley
New York
$48.4M +$13.1M +288,323 +37%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$35.7M +$55.2K +1,211 +0.2%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$35.3M -$4.92M -107,899 -12%
EH
10
Equitable Holdings
New York
$33.3M +$33.3M +729,956 New
BlackRock
11
BlackRock
New York
$33.2M +$6.68M +146,449 +25%
Ameriprise
12
Ameriprise
Minnesota
$30M -$7.32M -160,476 -19%
WFPG
13
Waller Financial Planning Group
Ohio
$27.6M +$1.52M +33,402 +6%
OIA
14
OneDigital Investment Advisors
Kansas
$26.6M -$5.65M -124,013 -17%
MML Investors Services
15
MML Investors Services
Massachusetts
$25.1M -$14M -306,863 -36%
MFG
16
Merit Financial Group
Georgia
$23.7M +$2.78M +61,010 +13%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$21.9M -$837K -18,364 -4%
AWM
18
Ameliora Wealth Management
Switzerland
$19.1M -$6.59M -144,554 -25%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$18.7M -$5.29M -115,970 -22%
DC
20
Dorval Corp
Minnesota
$18M +$4.11M +90,085 +29%
UBS Group
21
UBS Group
Switzerland
$17.8M -$3.18M -69,722 -15%
PAG
22
Private Advisor Group
New Jersey
$15.4M +$1.8M +39,410 +13%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.8M -$3.96M -86,914 -21%
BWP
24
BlueStem Wealth Partners
Minnesota
$12.2M +$3.91M +85,743 +46%
UCFA
25
United Capital Financial Advisors
Texas
$11.9M -$2.72M -59,691 -18%