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iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB)

Current
Institutional Ownership
Percentage
76.06%
Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$1.41B
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$944.62M
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IGSB Institutional Buying and Selling by Quarter

iShares 1-5 Year Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Williams Jones Wealth Management LLC.1,151,986$59.07M0.8%-5.6%0.281%
5/7/2024Abbrea Capital LLC55,976$2.87M0.4%-1.8%0.014%
5/7/2024New South Capital Management Inc.67,328$3.45M0.1%+2.2%0.016%
5/6/2024 Mittelman Wealth Management20,211$1.04M0.7%N/A0.005%
5/4/2024 Richardson Financial Services Inc.1,533$79K0.1%+2,687.3%0.000%
5/3/2024 FDx Advisors Inc.112,193$5.75M0.9%-2.7%0.027%
5/3/2024 United Community Bank45,603$2.34M0.9%-11.8%0.011%
5/3/2024 Whittier Trust Co.89,421$4.59M0.1%-14.6%0.022%
5/2/2024 RiverFront Investment Group LLC482,428$24.74M0.7%+27.1%0.118%
5/2/2024 Graypoint LLC160,204$8.22M0.6%-0.2%0.039%
5/2/2024 Haverford Trust Co1,846,099$94.67M1.0%+3.7%0.452%
5/2/2024 Vantage Financial Partners LLC53,092$2.72M0.7%+2.2%0.013%
5/2/2024 Hunter Associates Investment Management LLC55,246$2.84M0.5%-2.2%0.014%
5/2/2024 Hollencrest Capital Management66,197$3.40M0.2%+4.6%0.016%
5/2/2024 Argent Advisors Inc.266,853$13.68M5.4%+4.3%0.065%
5/1/2024 Janney Montgomery Scott LLC691,165$35.44M0.1%-6.3%0.169%
5/1/2024 BNP Paribas Financial Markets5,203$267K0.0%-87.1%0.001%
4/30/2024 Arkadios Wealth Advisors21,223$1.09M0.1%+8.4%0.005%
4/29/2024 Boyd Watterson Asset Management LLC OH6,973$358K0.1%-12.4%0.002%
4/29/2024 Meritage Portfolio Management205,623$10.54M0.7%-5.3%0.050%
4/29/2024 Crescent Grove Advisors LLC94,911$4.87M0.5%+10.0%0.023%
4/26/2024 YHB Investment Advisors Inc.41,892$2.15M0.2%-2.7%0.010%
4/26/2024 SlateStone Wealth LLC11,535$592K0.1%+30.2%0.003%
4/25/2024 Bear Mountain Capital Inc.29,016$1.47M0.6%-2.5%0.007%
4/25/2024 Equitable Trust Co.129,546$6.64M0.5%-22.7%0.032%
4/25/2024 Klaas Financial Asset Advisors LLC833,670$42.75M8.5%+2.7%0.203%
4/25/2024 Summit Financial LLC17,960$921K0.1%+9.9%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.234,190$12.01M0.0%+7.8%0.057%
4/24/2024 Leavell Investment Management Inc.245,622$12.60M0.7%+21.6%0.060%
4/24/2024 NBT Bank N A NY280,766$14.40M1.1%-0.2%0.068%
4/23/2024 Nations Financial Group Inc. IA ADV64,071$3.29M0.3%+0.4%0.016%
4/22/2024 Confluence Wealth Services Inc.4,091$210K0.0%N/A0.001%
4/19/2024 DMC Group LLC45,803$2.35M2.0%+5.4%0.011%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.543,497$27.87M0.0%-19.3%0.131%
4/18/2024 Buffington Mohr McNeal80,141$4.11M0.7%+6.1%0.019%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC44,421$2.28M0.6%-14.1%0.011%
4/18/2024 Hexagon Capital Partners LLC8,124$417K0.1%-5.0%0.002%
4/18/2024 Park Place Capital Corp1,483$76K0.0%+270.8%0.000%
4/17/2024 Fiduciary Alliance LLC6,439$328K0.1%+29.6%0.002%
4/17/2024 Gradient Capital Advisors LLC48,296$2.48M0.9%+9.6%0.012%
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4/17/2024 Private Ocean LLC2,364$121K0.0%-49.0%0.001%
4/17/2024 Burns J W & Co. Inc. NY53,312$2.73M0.4%-4.4%0.013%
4/16/2024 Tsfg LLC1,240$64K0.0%-19.8%0.000%
4/16/2024 Arkansas Financial Group Inc.863,888$44.30M7.8%0.0%0.209%
4/15/2024 Graybill Wealth Management LTD.67,595$3.47M1.5%+6.8%0.016%
4/15/2024 Future Financial Wealth Managment LLC2,774$142K0.1%N/A0.001%
4/15/2024 Sunbelt Securities Inc.4,887$251K0.0%-29.3%0.001%
4/15/2024 West Paces Advisors Inc.1,505$77K0.0%-19.4%0.000%
4/13/2024 Parkside Investments LLC604,735$31.01M4.8%+36.5%0.148%
4/9/2024 Curbstone Financial Management Corp108,660$5.57M1.2%-9.7%0.026%
4/9/2024 Massmutual Trust Co. FSB ADV30,994$1.59M0.0%+3.9%0.008%
4/5/2024 Martin Capital Partners LLC98,112$5.03M1.9%-2.4%0.023%
4/5/2024 NBC Securities Inc.16,217$831K0.1%-1.5%0.004%
4/3/2024 Strategic Advocates LLC78,824$4.04M1.6%N/A0.019%
4/2/2024 M&R Capital Management Inc.6,100$313K0.1%-27.4%0.001%
4/1/2024 Confluence Investment Management LLC103,124$5.29M0.1%N/A0.024%
3/22/2024 Cooksen Wealth LLC32,878$1.69M1.9%N/A0.008%
3/8/2024ICA Group Wealth Management LLC478$25K0.0%N/A0.000%
3/5/2024Fisher Asset Management LLC11,504$590K0.0%-6.8%0.003%
3/1/2024ARK & TLK Investments LLC13,629$699K0.2%N/A0.003%
2/23/2024 Arkansas Financial Group Inc.864,281$44.32M8.2%+0.2%0.205%
2/20/2024Able Wealth Management LLC9,648$495K0.4%N/A0.002%
2/16/2024Peloton Wealth Strategists10,896$559K0.2%+15.3%0.003%
2/14/2024Vermillion & White Wealth Management Group LLC7,284$373K0.4%N/A0.002%
2/14/2024Waterloo Capital L.P.9,427$483K0.1%N/A0.002%
2/13/2024Keeley Teton Advisors LLC15,797$810K0.1%-66.9%0.004%
2/13/2024Fairview Capital Investment Management LLC147,922$7.59M0.5%+1.1%0.035%
2/13/2024Hirtle Callaghan & Co LLC85,385$4.38M0.2%-44.2%0.020%
2/13/2024 Wellspring Financial Advisors LLC70,788$3.63M0.1%+0.9%0.017%
2/13/2024 United Community Bank51,728$2.65M1.1%-20.2%0.012%
2/13/2024Rathbones Group PLC69,412$3.56M0.0%-2.3%0.016%
2/12/2024SPX Gestao de Recursos Ltda4,950,070$253.82M19.6%-9.5%1.175%
2/12/2024Eagle Asset Management Inc.17,961$921K0.0%-10.2%0.004%
2/12/2024Alley Investment Management Company LLC342,583$17.57M2.6%+6.3%0.081%
2/12/2024J. L. Bainbridge & Co. Inc.6,388$328K0.0%-4.6%0.002%
2/12/2024Arrow Financial Corp31,083$1.59M0.2%-31.0%0.007%
2/12/2024NYL Investors LLC10,867,301$557.22M22.6%-16.7%2.579%
2/12/2024 Parallel Advisors LLC58,113$2.98M0.1%-4.1%0.014%
2/9/2024 Cambridge Investment Research Advisors Inc.217,249$11.14M0.0%+18.6%0.052%
2/9/2024Allstate Corp5,530,549$283.58M19.6%-29.0%1.312%
2/9/2024Tidemark LLC948$49K0.0%N/A0.000%
2/9/2024 Union Savings Bank9,115$467K0.3%-20.1%0.002%
2/9/2024EverSource Wealth Advisors LLC6,669$342K0.0%+44,360.0%0.002%
2/9/2024Davis R M Inc.241,533$12.39M0.3%-17.5%0.057%
2/9/2024Clearbridge Investments LLC7,119$365K0.0%+42.2%0.002%
2/8/2024 Graybill Wealth Management LTD.63,273$3.24M1.4%+3.1%0.015%
2/8/2024 Haverford Trust Co1,779,643$91.25M1.0%+2.8%0.422%
2/8/2024Laffer Tengler Investments Inc.22,388$1.15M0.3%+24.9%0.005%
2/8/2024 Janney Capital Management LLC9,416$483K0.0%-6.7%0.002%
2/8/2024 Janney Montgomery Scott LLC737,395$37.81M0.1%+8.7%0.175%
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2/8/2024Ironwood Investment Counsel LLC26,581$1.36M0.3%+496.5%0.006%
2/8/2024 First United Bank & Trust10,482$537K0.2%-8.0%0.002%
2/7/2024One Capital Management LLC1,511,630$77.51M3.1%-1.4%0.359%
2/7/2024 NBC Securities Inc.16,460$844K0.1%-3.0%0.004%
2/7/2024 Cary Street Partners Investment Advisory LLC56,633$2.90M0.1%-4.0%0.013%
2/7/2024 BNP Paribas Financial Markets40,262$2.06M0.0%-50.2%0.010%
2/7/2024Mount Lucas Management LP10,552$541K0.2%-2.0%0.003%
2/7/2024Sun Life Financial Inc.77,374$3.97B0.8%-94.9%0.018%
2/6/2024NTV Asset Management LLC65,860$3.38M0.6%-6.3%0.016%
2/6/2024 First Horizon Advisors Inc.13,656$700K0.0%-14.3%0.003%
(Data available from 1/1/2016 forward)

IGSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGSB shares?

During the previous two years, 297 institutional investors and hedge funds held shares of iShares 1-5 Year Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Sun Life Financial Inc. ($3.97B), NYL Investors LLC ($557.22M), Ameriprise Financial Inc. ($526.51M), Allstate Corp ($283.58M), SPX Gestao de Recursos Ltda ($253.82M), Assetmark Inc. ($224.65M), and JPMorgan Chase & Co. ($147.79M).Learn more on IGSB's institutional investors.

What percentage of iShares 1-5 Year Investment Grade Corporate Bond ETF stock is owned by institutional investors?

76.06% of iShares 1-5 Year Investment Grade Corporate Bond ETF stock is owned by institutional investors. Learn more on IGSB's institutional investor holdings.

Which institutional investors have been buying iShares 1-5 Year Investment Grade Corporate Bond ETF stock?

Of the 214 institutional investors that purchased iShares 1-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($26.83M), NYL Investors LLC ($8.95M), SPX Gestao de Recursos Ltda ($5.08M), Ameriprise Financial Inc. ($2.87M), Money Design Co. Ltd. ($1.02M), Lazard Asset Management LLC ($875.26K), and United Capital Financial Advisers LLC ($783.65K).

How much institutional buying is happening at iShares 1-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have bought a total of 58,947,820 shares in the last 24 months. This purchase volume represents approximately $5.44B in transactions.

Which iShares 1-5 Year Investment Grade Corporate Bond ETF major shareholders have been selling company stock?

Of the 196 institutional investors that sold iShares 1-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Brothers Harriman & Co. ($4.80M), Assetmark Inc. ($4.58M), Allstate Corp ($3.40M), Bank of New York Mellon Corp ($2.93M), NYL Investors LLC ($2.18M), Sun Life Financial Inc. ($1.59M), and True Link Financial Advisors LLC ($1.44M).

How much institutional selling is happening at iShares 1-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have sold a total of 36,327,700 shares in the last 24 months. This volume of shares sold represents approximately $3.03B in transactions.


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This page (NASDAQ:IGSB) was last updated on 5/8/2024 by MarketBeat.com Staff

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