iShares Investment Grade Systematic Bond
IGEB • BATS
iShares Investment Grade Systematic Bond is an exchange-traded fund on BATS. As of Q3 2025, 177 institutional investors hold shares in this ETF, with total holdings valued at $1.2B. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $154.6M.
Overview
Overview of institutional ownership in IGEB as of Q3 2025
All Institutions
- Institutions
- 177
- Value Held
- $1.2B
- Shares Held
- 27.0M
- Avg Position
- $7.0M
- Median Position
- $990.1K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $6.7M
- Shares Held
- 144.4K
- Avg Position
- $2.2M
- Median Position
- $2.7M
Biggest Investors
Institutions with the largest positions in IGEB as of Q3 2025
| Institution | Position Value |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $154.6M 0.05% of portfolio |
L LPL Financial LLC Institution | $105.4M 0.03% of portfolio |
S State of New Jersey Common Pension Fund D Institution | $74.7M 0.27% of portfolio |
 Betterment LLC RIA/Wealth | $55.9M 0.12% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $53.9M 0.00% of portfolio |
 Fundamentun, LLC RIA/Wealth | $50.0M 2.06% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $40.5M 0.01% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $38.9M 1.41% of portfolio |
 CWM, LLC RIA/Wealth | $36.2M 0.12% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $34.6M 0.09% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IGEB in Q3 2025
- Traded
- +$104.2M
- Buyers
- 128
- Sellers
- 54
- Total Bought
- +$139.1M
- Total Sold
- −$34.9M
- Avg Position
- $6.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Betterment LLC RIA/Wealth | +$24.2M +526.3K shares |
L LPL Financial LLC Institution | +$12.6M +272.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$10.1M +220.2K shares |
 Cetera Investment Advisers RIA/Wealth | +$9.5M +206.2K shares |
Fundamentun, LLC RIA/Wealth | +$7.8M +170.1K shares |
 NorthRock Partners, LLC RIA/Wealth | +$7.6M +165.7K shares |
 Merit Financial Group, LLC RIA/Wealth | +$6.4M +138.0K shares |
 Diversify Advisory Services, LLC RIA/Wealth | +$4.7M +102.1K shares |
 UBS Group AG Institution | +$4.5M +97.7K shares |
S Systelligence, LLC Institution | +$3.7M +79.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$5.8M −127.6K shares |
 JPMORGAN CHASE & CO Institution | −$5.4M −118.2K shares |
AMERIPRISE FINANCIAL INC Institution | −$4.7M −103.3K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$3.3M −71.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.4M −53.0K shares |
 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth | −$2.1M −46.3K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$2.1M −44.5K shares |
J JANE STREET GROUP, LLC Institution | −$1.6M −35.4K shares |
 Parallel Advisors, LLC RIA/Wealth | −$1.5M −32.8K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | −$1.5M −32.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IGEB in Q3 2025
- New Positions
- 8
- New Value
- $4.4M
- Exited Positions
- 12
- Exited Value
- $9.7M
New Positions
| Institution | Position Value |
|---|---|
 Transamerica Financial Advisors, Inc. Institution | $1.5M 32.6K shares |
 Traveka Wealth, LLC RIA/Wealth | $1.2M 27.1K shares |
 LOCKERMAN FINANCIAL GROUP, INC. RIA/Wealth | $432.6K 9.4K shares |
 JOURNEY STRATEGIC WEALTH LLC RIA/Wealth | $366.7K 8.0K shares |
 Avantra Family Wealth, Inc. RIA/Wealth | $341.2K 7.4K shares |
G GEM Asset Management, LLC Institution | $256.2K 5.6K shares |
E EVERGREEN CAPITAL MANAGEMENT LLC Institution | $234.7K 5.1K shares |
 BANK OF MONTREAL /CAN/ Institution | $42.0K 911.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $5.8M 127.6K shares |
J JANE STREET GROUP, LLC Institution | $1.6M 35.4K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | $1.5M 32.6K shares |
 HPM Partners LLC RIA/Wealth | $391.4K 8.6K shares |
 LIBERTY SQUARE WEALTH PARTNERS LLC RIA/Wealth | $218.3K 4.8K shares |
A AMERIFLEX GROUP, INC. Institution | $148.8K 3.3K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $23.2K 510.0 shares |
B Beacon Capital Management, LLC RIA/Wealth | $11.1K 245.0 shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $8.5K 188.0 shares |
 Key FInancial Inc RIA/Wealth | $3.4K 75.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IGEB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IGEB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Ameliora Wealth Management Ltd. RIA/Wealth | 8.32% $25.0M |
W WALLER FINANCIAL PLANNING GROUP, INC RIA/Wealth | 5.35% $23.3M |
D DORVAL Corp Institution | 4.16% $12.6M |
H Hoese & Co LLP Institution | 2.66% $3.5M |
 CPA Asset Management LLC RIA/Wealth | 2.63% $6.7M |
Fundamentun, LLC RIA/Wealth | 2.06% $50.0M |
S Systelligence, LLC Institution | 1.92% $10.1M |
 McGlone Suttner Wealth Management, Inc. RIA/Wealth | 1.79% $12.8M |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 1.41% $38.9M |
 Lunt Capital Management, Inc. RIA/Wealth | 1.28% $3.3M |
Hedge Fund Spotlight
Discover hedge funds investing in IGEB
FreeGulliver LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerFrank Friedler
- Portfolio Value
- $221.6M
- Positions
- 94
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Investment Grade Systematic Bond
- Market Value
- $2.7M
- Shares Held
- 59.1K
- Portfolio Weight
- 1.23%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Banks - Diversified Financial Services | $51.1M | 23.05% | |
ETF ETF | $40.1M | 18.08% | |
ETF ETF | $12.9M | 5.83% |
