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iShares Investment Grade Systematic Bond ETF (IGEB) Institutional Ownership

iShares Investment Grade Systematic Bond ETF logo
$46.16 +2.38 (+5.44%)
Closing price 09/12/2025 03:59 PM Eastern
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$46.16 0.00 (0.00%)
As of 09/12/2025 04:27 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)
142
Total
Institutional Inflows
(last 12 months)
$391.60M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$547.89M
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Skip Chart & View Institutional Buying and Selling Data

IGEB Institutional Buying and Selling by Quarter

iShares Investment Grade Systematic Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Ameriprise Financial Inc.996,346$45.27M0.0%+15.3%3.578%
8/14/2025 NewEdge Advisors LLC17,609$800K0.0%+1.7%0.063%
8/12/2025 FreeGulliver LLC53,387$2.43M1.1%+2.0%0.192%
8/12/2025 JPMorgan Chase & Co.317,402$14.42M0.0%+47.0%1.140%
8/8/2025 PNC Financial Services Group Inc.5,410$246K0.0%-5.7%0.019%
8/6/2025 First Horizon Advisors Inc.9,856$448K0.0%+38.2%0.035%
8/5/2025 Bank of New York Mellon Corp184,007$8.36M0.0%+14.6%0.661%
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%
5/16/2025Ascent 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%
5/13/2025State 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%
5/13/2025Trivium Point Advisory LLC54,659$2.46M0.3%+81.9%0.226%
5/12/2025Eagle 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%
5/8/2025Harbour Investments Inc.96,488$4.34M0.1%+22.1%0.400%
5/8/2025NorthRock 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%
5/7/2025HB 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%
5/5/2025Lunt Capital Management Inc.73,359$3.30M1.2%+27.2%0.304%
5/5/2025Midwest Capital Advisors LLC1,675$75K0.0%-31.2%0.007%
5/5/2025IFP Advisors Inc63,976$2.88M0.1%+40.4%0.265%
5/5/2025Private Advisor Group LLC226,072$10.18M0.1%-20.3%0.936%
5/2/2025Patton 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%
5/1/2025CWM 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%
4/30/2025Cerity Partners LLC19,039$857K0.0%-3.6%0.079%
4/30/2025Leavell Investment Management Inc.4,880$220K0.0%-21.0%0.020%
4/30/2025Axxcess Wealth Management LLC12,013$541K0.0%+18.2%0.050%
4/30/2025Stratos 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%
4/29/2025Forte Asset Management LLC26,766$1.21M0.6%+19.6%0.110%
4/29/2025McGlone 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%
4/29/2025Silver 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%
4/28/2025Swmg LLC41,617$1.86M0.7%+48.1%0.171%
4/28/2025Rossby Financial LCC728$33K0.0%N/A0.003%
4/25/2025Sovran Advisors LLC19,441$861K0.1%+17.2%0.080%
4/25/2025Convergence Financial LLC28,725$1.29M0.3%-2.2%0.118%
4/24/2025Altus Wealth Management LLC43,898$1.98M0.9%+5.1%0.181%
4/23/2025DORVAL Corp204,216$9.25M3.7%+2.2%0.840%
4/23/2025Systelligence LLC156,982$7.07M1.7%+72.9%0.646%
4/21/2025CPA Asset Management LLC119,462$5.38M2.4%+5.8%0.492%
4/21/2025ORG Partners LLC68,983$3.10M0.8%+58.7%0.284%
4/21/2025DecisionMap Wealth Management LLC6,522$294K0.2%+20.7%0.027%
4/21/2025Envestnet 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%
4/17/2025Sagespring Wealth Partners LLC22,089$994K0.0%+19.9%0.091%
4/17/2025Janney Montgomery Scott LLC517,705$23.30M0.1%+32.1%2.130%
4/17/2025Cyndeo Wealth Partners LLC13,168$593K0.0%+14.8%0.054%
4/17/2025Exchange Traded Concepts LLC184,991$8.33M0.1%-14.1%0.761%
4/17/2025Dohj LLC83,283$3.75M0.9%+23.9%0.343%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC611,374$27.52M0.5%N/A2.516%
4/15/2025Two West Capital Advisors LLC20,101$877K0.7%+23.8%0.083%
4/15/2025Ameliora Wealth Management Ltd.521,558$23.48M8.8%+4.7%2.146%
4/14/2025Farther Finance Advisors LLC37,040$1.66M0.0%+54.8%0.152%
4/14/2025Park Avenue Securities LLC79,224$3.57M0.0%+32.0%0.326%
4/11/2025Hoese & Co LLP55,679$2.51M2.2%+2.6%0.229%
4/10/2025Breakwater Capital Group87,018$3.92M0.7%+52.6%0.358%
4/10/2025Fermata Advisors LLC38,911$1.75M0.3%+125.9%0.160%
4/10/2025Accel 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%
4/9/2025RFG Advisory LLC22,208$1M0.0%+74.7%0.091%
4/9/2025Merit Financial Group LLC192,141$8.65M0.1%+1,236.8%0.791%
4/8/2025Parallel Advisors LLC66,868$3.01M0.1%-86.1%0.274%
4/2/2025Waller Financial Planning Group Inc.488,616$21.99M6.2%-2.9%2.003%
(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), Ameriprise Financial Inc. ($45.27M), Stratos Investment Management LLC ($39.92M), 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 197 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 8,650,613 shares in the last 24 months. This purchase volume represents approximately $391.60M in transactions.

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

Of the 88 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 12,289,329 shares in the last 24 months. This volume of shares sold represents approximately $547.89M in transactions.


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This page (BATS:IGEB) was last updated on 9/13/2025 by MarketBeat.com Staff
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