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iShares Investment Grade Systematic Bond ETF (IGEB) Institutional Ownership

iShares Investment Grade Systematic Bond ETF logo
$45.45 +1.67 (+3.81%)
Closing price 08/1/2025 03:59 PM Eastern
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$45.44 -0.01 (-0.02%)
As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Investment Grade Systematic Bond ETF (BATS:IGEB)

Number of
Institutional Buyers
(last 12 months)
159
Total
Institutional Inflows
(last 12 months)
$752.49M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$547.91M
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IGEB Institutional Buying and Selling by Quarter

iShares Investment Grade Systematic Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/29/2025 Hoese & Co LLP59,519$2.70M2.2%+6.9%0.214%
7/23/2025 Prime Capital Investment Advisors LLC35,134$1.60M0.0%-5.2%0.126%
7/17/2025 Janney Montgomery Scott LLC508,100$23.09M0.1%-1.9%1.824%
7/16/2025 ORG Partners LLC72,939$3.31M0.7%+5.7%0.262%
7/11/2025 Farther Finance Advisors LLC29,703$1.35M0.0%-19.8%0.107%
7/8/2025 Parallel Advisors LLC47,549$2.16M0.0%-28.9%0.171%
5/21/2025Geneos Wealth Management Inc.167,232$7.53M0.3%+2.6%0.692%
5/19/2025Jane Street Group LLC155,508$7.00M0.0%+772.6%0.644%
5/16/2025 Ascent Group LLC45,778$2.06M0.1%+95.2%0.190%
5/16/2025Goldman Sachs Group Inc.7,189$324K0.0%-5.1%0.030%
5/16/2025NewEdge Advisors LLC17,307$779K0.0%-24.6%0.072%
5/16/2025Integrated Wealth Concepts LLC134,160$6.04M0.1%N/A0.556%
5/16/2025Copperleaf Capital LLC7,343$331K0.2%-68.1%0.030%
5/15/2025Royal Bank of Canada471,525$21.22M0.0%+30.3%1.952%
5/15/2025Betterment LLC634,891$28.58M0.1%+31.8%2.629%
5/14/2025Compound Planning Inc.4,795$216K0.0%N/A0.020%
5/14/2025Ameriprise Financial Inc.864,507$38.91M0.0%+10.5%3.580%
5/14/2025Flow Traders U.S. LLC31,429$1.42M0.1%-12.1%0.130%
5/14/2025Vertex Planning Partners LLC13,171$593K0.1%+30.6%0.055%
5/13/2025Raymond James Financial Inc.139,029$6.26M0.0%-29.4%0.576%
5/13/2025 State of New Jersey Common Pension Fund D1,621,932$73.00M0.3%+14.1%6.716%
5/13/2025Nations Financial Group Inc. IA ADV11,713$527K0.0%-28.5%0.049%
5/13/2025 Trivium Point Advisory LLC54,659$2.46M0.3%+81.9%0.226%
5/12/2025 Eagle Global Advisors LLC15,750$709K0.0%+32.4%0.065%
5/12/2025National Bank of Canada FI15,154$682K0.0%+8.8%0.063%
5/9/2025Tidemark LLC15,386$693K0.3%-66.4%0.064%
5/9/2025PNC Financial Services Group Inc.5,738$258K0.0%+31.2%0.024%
5/8/2025IFG Advisory LLC5,108$230K0.0%+12.1%0.021%
5/8/2025 Harbour Investments Inc.96,488$4.34M0.1%+22.1%0.400%
5/8/2025 NorthRock Partners LLC33,484$1.51M0.1%N/A0.139%
5/8/2025Geneos Wealth Management Inc.262,730$11.83M0.3%+61.2%1.088%
5/7/2025LPL Financial LLC1,414,795$63.68M0.0%+7.3%5.858%
5/7/2025Spectrum Wealth Counsel LLC7,255$327K0.0%+25.7%0.030%
5/7/2025BlueStem Wealth Partners LLC275,079$12.38M1.7%-7.4%1.139%
5/7/2025 HB Wealth Management LLC30,204$1.36M0.0%N/A0.125%
5/6/2025Cetera Investment Advisers152,333$6.86M0.0%-4.8%0.631%
5/6/2025FreeGulliver LLC52,343$2.36M1.2%+2.5%0.217%
5/5/2025 Lunt Capital Management Inc.73,359$3.30M1.2%+27.2%0.304%
5/5/2025 Midwest Capital Advisors LLC1,675$75K0.0%-31.2%0.007%
5/5/2025 IFP Advisors Inc63,976$2.88M0.1%+40.4%0.265%
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5/5/2025Private Advisor Group LLC226,072$10.18M0.1%-20.3%0.936%
5/2/2025 Patton Albertson Miller Group LLC42,279$1.90M0.3%+29.1%0.175%
5/2/2025Dynasty Wealth Management LLC43,617$1.96M0.0%+19.4%0.181%
5/2/2025Shared Vision Wealth Group LLC35,263$1.59M0.9%+6.7%0.146%
5/2/2025Sigma Planning Corp22,689$1.02M0.0%-33.2%0.094%
5/1/2025 CWM LLC793,692$35.72M0.1%-4.0%3.287%
5/1/2025 MA Private Wealth21,228$955K0.2%-2.6%0.088%
5/1/2025ADE LLC9,311$419K0.2%+8.5%0.039%
4/30/2025Cerity Partners LLC19,039$857K0.0%-3.6%0.079%
4/30/2025 Leavell Investment Management Inc.4,880$220K0.0%-21.0%0.020%
4/30/2025 Axxcess Wealth Management LLC12,013$541K0.0%+18.2%0.050%
4/30/2025 Stratos Investment Management LLC886,851$39.92M2.1%+6.2%3.672%
4/29/2025Envestnet Asset Management Inc.1,862,573$83.83M0.0%+23.9%7.665%
4/29/2025 Forte Asset Management LLC26,766$1.21M0.6%+19.6%0.110%
4/29/2025 McGlone Suttner Wealth Management Inc.262,288$11.81M1.9%+3.7%1.079%
4/29/2025Bank of New York Mellon Corp160,594$7.23M0.0%+34.7%0.661%
4/29/2025World Investment Advisors4,455$201K0.0%-76.6%0.018%
4/29/2025OneDigital Investment Advisors LLC624,538$28.11M0.3%+17.5%2.570%
4/29/2025 Silver Oak Securities Incorporated32,925$1.48M0.1%+15.8%0.135%
4/28/2025Buffington Mohr McNeal5,875$264K0.1%-83.9%0.024%
4/28/2025Able Wealth Management LLC16,649$749K0.4%+234.6%0.069%
4/28/2025First Horizon Advisors Inc.7,132$321K0.0%+20.6%0.029%
4/28/2025 Swmg LLC41,617$1.86M0.7%+48.1%0.171%
4/28/2025Rossby Financial LCC728$33K0.0%N/A0.003%
4/25/2025 Sovran Advisors LLC19,441$861K0.1%+17.2%0.080%
4/25/2025Convergence Financial LLC28,725$1.29M0.3%-2.2%0.118%
4/24/2025 Altus Wealth Management LLC43,898$1.98M0.9%+5.1%0.181%
4/23/2025 DORVAL Corp204,216$9.25M3.7%+2.2%0.840%
4/23/2025 Systelligence LLC156,982$7.07M1.7%+72.9%0.646%
4/21/2025 CPA Asset Management LLC119,462$5.38M2.4%+5.8%0.492%
4/21/2025 ORG Partners LLC68,983$3.10M0.8%+58.7%0.284%
4/21/2025 DecisionMap Wealth Management LLC6,522$294K0.2%+20.7%0.027%
4/21/2025 Envestnet Portfolio Solutions Inc.47,734$2.15M0.0%-15.8%0.196%
4/18/2025Tennessee Valley Asset Management Partners63,896$2.88M0.5%+7.0%0.263%
4/17/2025 Sagespring Wealth Partners LLC22,089$994K0.0%+19.9%0.091%
4/17/2025 Janney Montgomery Scott LLC517,705$23.30M0.1%+32.1%2.130%
4/17/2025 Cyndeo Wealth Partners LLC13,168$593K0.0%+14.8%0.054%
4/17/2025 Exchange Traded Concepts LLC184,991$8.33M0.1%-14.1%0.761%
4/17/2025 Dohj LLC83,283$3.75M0.9%+23.9%0.343%
4/17/2025 Cliftonlarsonallen Wealth Advisors LLC611,374$27.52M0.5%N/A2.516%
4/15/2025 Two West Capital Advisors LLC20,101$877K0.7%+23.8%0.083%
4/15/2025 Ameliora Wealth Management Ltd.521,558$23.48M8.8%+4.7%2.146%
4/14/2025 Farther Finance Advisors LLC37,040$1.66M0.0%+54.8%0.152%
4/14/2025 Park Avenue Securities LLC79,224$3.57M0.0%+32.0%0.326%
4/11/2025 Hoese & Co LLP55,679$2.51M2.2%+2.6%0.229%
4/10/2025 Breakwater Capital Group87,018$3.92M0.7%+52.6%0.358%
4/10/2025 Fermata Advisors LLC38,911$1.75M0.3%+125.9%0.160%
4/10/2025 Accel Wealth Management64,237$2.89M1.0%+20.3%0.264%
4/10/2025Hennion & Walsh Asset Management Inc.1,131,051$50.91M2.3%+3.7%4.655%
4/9/2025 RFG Advisory LLC22,208$1M0.0%+74.7%0.091%
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4/9/2025 Merit Financial Group LLC192,141$8.65M0.1%+1,236.8%0.791%
4/8/2025 Parallel Advisors LLC66,868$3.01M0.1%-86.1%0.274%
4/2/2025 Waller Financial Planning Group Inc.488,616$21.99M6.2%-2.9%2.003%
2/25/2025Integrated Advisors Network LLC12,105$537K0.0%-4.0%0.080%
2/24/2025 Liberty Square Wealth Partners LLC4,805$215K0.1%N/A0.032%
2/24/2025 Ameriflex Group Inc.2,880$128K0.1%N/A0.019%
2/21/2025 Ascent Group LLC23,447$1.04M0.1%-49.5%0.155%
2/19/2025WCG Wealth Advisors LLC12,154$539K0.0%+2.4%0.080%
2/17/2025Sentinus LLC10,396$461K0.1%-92.1%0.069%
2/17/2025Snowden Capital Advisors LLC8,449$375K0.0%-44.0%0.056%
(Data available from 1/1/2016 forward)

IGEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGEB shares?

During the previous two years, 219 institutional investors and hedge funds held shares of iShares Investment Grade Systematic Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($83.83M), State of New Jersey Common Pension Fund D ($73.00M), LPL Financial LLC ($63.68M), Hennion & Walsh Asset Management Inc. ($50.91M), Stratos Investment Management LLC ($39.92M), Ameriprise Financial Inc. ($38.91M), and CWM LLC ($35.72M).Learn more on iShares Investment Grade Systematic Bond ETF's institutional investors.

Which institutional investors have been buying iShares Investment Grade Systematic Bond ETF's stock?

Of the 196 institutional investors that purchased iShares Investment Grade Systematic Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($5.67M), LPL Financial LLC ($1.56M), State of New Jersey Common Pension Fund D ($1.07M), World Investment Advisors LLC ($969.18K), Envestnet Portfolio Solutions Inc. ($811.62K), Cliftonlarsonallen Wealth Advisors LLC ($611.37K), and Citadel Advisors LLC ($602.01K).

How much institutional buying is happening at iShares Investment Grade Systematic Bond ETF?

Institutional investors have bought a total of 16,792,218 shares in the last 24 months. This purchase volume represents approximately $752.49M in transactions.

Which of iShares Investment Grade Systematic Bond ETF's major shareholders have been selling company stock?

Of the 87 institutional investors that sold iShares Investment Grade Systematic Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($5.13M), LPL Financial LLC ($886.96K), Envestnet Portfolio Solutions Inc. ($775.69K), JPMorgan Chase & Co. ($649.44K), IHT Wealth Management LLC ($493.11K), Parallel Advisors LLC ($434.33K), and OneDigital Investment Advisors LLC ($430.25K).

How much institutional selling is happening at iShares Investment Grade Systematic Bond ETF?

Institutional investors have sold a total of 12,289,682 shares in the last 24 months. This volume of shares sold represents approximately $547.91M in transactions.



This page (BATS:IGEB) was last updated on 8/2/2025 by MarketBeat.com Staff
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