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iShares Investment Grade Bond Factor ETF (IGEB) Institutional Ownership

iShares Investment Grade Bond Factor ETF logo
$44.48 +0.69 (+1.58%)
Closing price 05/1/2025 03:58 PM Eastern
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$44.48 +0.00 (+0.01%)
As of 05/1/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Investment Grade Bond Factor ETF (BATS:IGEB)

Number of
Institutional Buyers
(last 12 months)
180
Total
Institutional Inflows
(last 12 months)
$814.30M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$542.61M
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IGEB Institutional Buying and Selling by Quarter

iShares Investment Grade Bond Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Sigma Planning Corp22,689$1.02M0.0%-33.2%0.094%
5/1/2025CWM LLC793,692$35.72M0.1%-4.0%3.287%
5/1/2025MA Private Wealth21,228$955K0.2%-2.6%0.088%
5/1/2025ADE LLC9,311$419K0.2%+8.5%0.039%
4/30/2025 Cerity 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%
4/29/2025 Envestnet 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%
4/29/2025 Bank of New York Mellon Corp160,594$7.23M0.0%+34.7%0.661%
4/29/2025 World Investment Advisors4,455$201K0.0%-76.6%0.018%
4/29/2025 OneDigital 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%
4/28/2025 Buffington Mohr McNeal5,875$264K0.1%-83.9%0.024%
4/28/2025 Able Wealth Management LLC16,649$749K0.4%+234.6%0.069%
4/28/2025 First Horizon Advisors Inc.7,132$321K0.0%+20.6%0.029%
4/28/2025 Swmg LLC41,617$1.86M0.7%+48.1%0.171%
4/28/2025 Rossby Financial LCC728$33K0.0%N/A0.003%
4/25/2025 Sovran Advisors LLC19,441$861K0.1%+17.2%0.080%
4/25/2025 Convergence 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%
4/18/2025 Tennessee 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%
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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%
4/10/2025 Hennion & 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%
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%
2/25/2025 Integrated Advisors Network LLC12,105$537K0.0%-4.0%0.080%
2/24/2025 Liberty Square Wealth Partners LLC4,805$215K0.1%N/A0.032%
2/24/2025Ameriflex Group Inc.2,880$128K0.1%N/A0.019%
2/21/2025Ascent 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%
2/17/2025Royal Bank of Canada361,842$16.05M0.0%+0.9%2.388%
2/17/2025Eagle Global Advisors LLC11,900$528K0.0%+128.8%0.079%
2/17/2025Cetera Investment Advisers159,975$7.10M0.0%-71.8%1.056%
2/17/2025Citadel Advisors LLC602,010$26.71M0.0%N/A3.974%
2/17/2025Bank of America Corp DE545,307$24.19M0.0%-36.4%3.599%
2/17/2025Ameriprise Financial Inc.782,069$34.69M0.0%-9.8%5.162%
2/14/2025Mercer Global Advisors Inc. ADV325,852$14.46M0.0%-0.5%2.151%
2/14/2025Jane Street Group LLC17,822$791K0.0%N/A0.118%
2/14/2025Comerica Bank4,112$182K0.0%-51.1%0.027%
2/14/2025Betterment LLC481,661$21.37M0.1%+22.8%3.179%
2/14/2025Capital Analysts LLC1,733$77K0.0%-82.1%0.011%
2/14/2025IHT Wealth Management LLC108,450$4.81M0.2%-82.0%0.716%
2/14/2025Stifel Financial Corp115,396$5.12M0.0%-51.0%0.762%
2/14/2025 OneDigital Investment Advisors LLC531,433$23.57M0.3%+19.6%3.508%
2/14/2025TD Waterhouse Canada Inc.109,984$4.88M0.0%N/A0.726%
2/14/2025MML Investors Services LLC443,500$19.67M0.1%-32.7%2.927%
2/14/2025Concourse Financial Group Securities Inc.1,070$48K0.0%-96.5%0.007%
2/13/2025NewEdge Advisors LLC22,941$1.02M0.0%-88.8%0.151%
2/13/2025United Capital Financial Advisors LLC252,561$11.20M0.1%-46.0%1.667%
2/13/2025Mariner LLC7,913$351K0.0%-64.0%0.052%
2/13/2025 Sagespring Wealth Partners LLC18,425$817K0.0%N/A0.122%
2/13/2025Rockefeller Capital Management L.P.10,107$448K0.0%N/A0.067%
2/13/2025Concorde Asset Management LLC5,660$251K0.1%-4.7%0.037%
2/13/2025 Glass Jacobson Investment Advisors llc1,730$77K0.0%+222.8%0.011%
2/13/2025Advisory Services Network LLC44,994$2.00M0.0%-7.4%0.297%
2/13/2025 Cerity Partners LLC19,740$876K0.0%N/A0.130%
2/13/2025Peapack Gladstone Financial Corp39,480$1.75M0.0%+480.6%0.261%
2/13/2025 Envestnet Asset Management Inc.1,503,674$66.70M0.0%-77.3%9.925%
2/13/2025Wells Fargo & Company MN2,177$97K0.0%+1,243.8%0.014%
2/12/2025 World Investment Advisors19,069$846K0.0%-32.3%0.126%
2/12/2025National Bank of Canada FI13,926$618K0.0%+16.6%0.092%
2/12/2025Vertex Planning Partners LLC10,082$447K0.1%+5.3%0.067%
2/12/2025JPMorgan Chase & Co.93,076$4.13M0.0%-86.2%0.614%
2/11/2025Twin City Private Wealth LLC3,623$161K0.1%-15.4%0.024%
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2/11/2025LPL Financial LLC1,319,131$58.52M0.0%-40.2%8.707%
2/11/20251620 Investment Advisors Inc.13,743$610K0.5%+12.2%0.091%
2/11/2025Certus Wealth Management LLC5,078$226K0.2%-35.7%0.034%
2/11/2025FreeGulliver LLC51,086$2.27M1.1%+12.2%0.337%
2/10/2025 Axxcess Wealth Management LLC10,164$451K0.0%-2.6%0.067%
2/10/2025 Parallel Advisors LLC481,882$21.38M0.5%+8.3%3.181%
2/10/2025Harbour Investments Inc.79,050$3.51M0.1%+45.7%0.522%
2/10/2025 Envestnet Portfolio Solutions Inc.56,720$2.52M0.0%-93.1%0.374%
2/10/2025Tidemark LLC45,737$2.03M0.8%+12.7%0.302%
2/10/2025Commonwealth Equity Services LLC44,871$1.99M0.0%+44.0%0.296%
(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, 215 institutional investors and hedge funds held shares of iShares Investment Grade Bond Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($83.83M), State of New Jersey Common Pension Fund D ($66.08M), LPL Financial LLC ($58.52M), Hennion & Walsh Asset Management Inc. ($50.91M), Stratos Investment Management LLC ($39.92M), CWM LLC ($35.72M), and Ameriprise Financial Inc. ($34.69M).Learn more on IGEB's institutional investors.

Which institutional investors have been buying iShares Investment Grade Bond Factor ETF stock?

Of the 194 institutional investors that purchased iShares Investment Grade Bond Factor ETF 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 ($1.47M), World Investment Advisors LLC ($969.18K), State of New Jersey Common Pension Fund D ($871.93K), 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 Bond Factor ETF?

Institutional investors have bought a total of 20,165,021 shares in the last 24 months. This purchase volume represents approximately $902.08M in transactions.

Which iShares Investment Grade Bond Factor ETF major shareholders have been selling company stock?

Of the 89 institutional investors that sold iShares Investment Grade Bond Factor ETF 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. ($776.22K), JPMorgan Chase & Co. ($649.44K), CWM LLC ($563.70K), IHT Wealth Management LLC ($493.11K), and OneDigital Investment Advisors LLC ($430.25K).

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

Institutional investors have sold a total of 13,032,163 shares in the last 24 months. This volume of shares sold represents approximately $580.46M in transactions.


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This page (BATS:IGEB) was last updated on 5/2/2025 by MarketBeat.com Staff
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