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iShares Investment Grade Systematic Bond ETF (IGEB) Institutional Ownership

iShares Investment Grade Systematic Bond ETF logo
$42.46 -0.34 (-0.78%)
As of 10:33 AM 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)
21
Total
Institutional Inflows
(last 12 months)
$16.59M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$57.05M
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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
8/22/2026NBH Bank4,881$220K0.1%N/A0.018%
8/22/2026Rogco LP112,165$5.06M1.6%N/A0.403%
8/21/2026Independence Bank of Kentucky1,218$55K0.0%N/A0.004%
6/3/2026Parallel Advisors LLC11,752$530K0.0%-5.4%0.042%
5/8/2026PNC Financial Services Group Inc.6,896$311K0.0%-16.0%0.025%
5/7/2026Parallel Advisors LLC11,752$530K0.0%-5.4%0.042%
5/7/2026Vision Retirement LLC7,413$334K0.1%-26.3%0.027%
5/5/2026Bank of New York Mellon Corp56,138$2.53M0.0%-74.1%0.202%
4/22/2026Janney Montgomery Scott LLC32,295$1.46M0.0%-94.1%0.116%
4/15/2026Nations Financial Group Inc. IA ADV30,066$1.36M0.1%+15.6%0.108%
2/18/2026NewEdge Advisors LLC22,389$1.02M0.0%+25.2%0.080%
2/17/2026Advisory Services Network LLC48,180$2.20M0.0%-3.0%0.173%
2/16/2026Icon Wealth Advisors LLC24,050$1.10M0.1%-5.9%0.086%
2/12/2026FreeGulliver LLC55,065$2.51M0.9%-6.9%0.198%
2/11/2026Janney Montgomery Scott LLC546,055$24.93M0.1%+5.1%1.961%
2/11/2026Commonwealth Retirement Investments LLC1,690$77K0.0%N/A0.006%
2/11/2026JPMorgan Chase & Co.247,270$11.29M0.0%+24.1%0.888%
2/11/2026Parallel Advisors LLC12,429$568K0.0%-15.8%0.045%
2/10/2026Tidemark LLC24,196$1.11M0.3%+12.5%0.087%
2/6/2026BlueStem Wealth Partners LLC185,241$8.46M0.9%-8.4%0.665%
2/6/2026PNC Financial Services Group Inc.8,208$375K0.0%+19.7%0.029%
2/6/2026Stronghold Wealth Management L.L.C.6,451$295K0.4%N/A0.023%
2/5/20261620 Investment Advisors Inc.14,448$660K0.4%-2.0%0.052%
1/30/2026Strategic Blueprint LLC7,086$324K0.0%N/A0.025%
1/30/2026Arlington Trust Co LLC8,231$376K0.0%N/A0.030%
1/26/2026Nations Financial Group Inc. IA ADV26,010$1.19M0.1%+52.6%0.093%
1/23/2026Farther Finance Advisors LLC42,421$1.94M0.0%+35.4%0.152%
1/21/2026Prime Capital Investment Advisors LLC32,243$1.47M0.0%-5.7%0.116%
1/15/2026Spirit of America Management Corp NY3,242$148K0.0%-41.9%0.012%
1/14/2026Hoese & Co LLP110,996$5.07M3.6%+46.8%0.399%
1/1/2026JPMorgan Chase & Co.199,182$9.17M0.0%-37.2%0.715%
11/17/2025NewEdge Advisors LLC17,887$824K0.0%+1.6%0.064%
11/17/2025United Capital Financial Advisors LLC318,592$14.67M0.1%-3.8%1.144%
11/17/2025Integrated Wealth Concepts LLC10,001$460K0.0%-94.0%0.036%
11/17/2025Flow Traders U.S. LLC6,169$284K0.0%N/A0.022%
11/17/2025Ameriprise Financial Inc.893,077$40.52M0.0%-10.4%3.207%
11/14/2025FreeGulliver LLC59,132$2.72M1.2%+10.8%0.212%
11/13/2025Parallel Advisors LLC14,756$679K0.0%-69.0%0.053%
11/12/2025BlueStem Wealth Partners LLC202,155$9.31M1.1%+18.2%0.726%
11/7/2025JPMorgan Chase & Co.199,182$9.17M0.0%-37.2%0.715%
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11/7/2025PNC Financial Services Group Inc.6,856$316K0.0%+26.7%0.025%
11/5/2025Prime Capital Investment Advisors LLC34,201$1.58M0.0%-2.7%0.123%
11/3/2025GPS Wealth Strategies Group LLC1,342$62K0.0%+347.3%0.005%
11/3/2025Tidemark LLC21,503$990K0.3%+79.1%0.077%
10/28/2025Nations Financial Group Inc. IA ADV17,040$785K0.0%+14.4%0.061%
10/22/2025CoreCap Advisors LLC757$35K0.0%N/A0.003%
10/22/2025GoalVest Advisory LLC3,608$166K0.0%N/A0.013%
10/16/2025Hoese & Co LLP75,609$3.48M2.7%+27.0%0.271%
10/14/2025Farther Finance Advisors LLC31,327$1.44M0.0%+5.5%0.112%
8/15/2025Ameriprise Financial Inc.996,346$45.27M0.0%+15.3%3.578%
8/14/2025NewEdge Advisors LLC17,609$800K0.0%+1.7%0.063%
8/12/2025FreeGulliver LLC53,387$2.43M1.1%+2.0%0.192%
8/12/2025JPMorgan Chase & Co.317,402$14.42M0.0%+47.0%1.140%
8/8/2025PNC Financial Services Group Inc.5,410$246K0.0%-5.7%0.019%
8/6/2025First Horizon Advisors Inc.9,856$448K0.0%+38.2%0.035%
8/5/2025Bank of New York Mellon Corp184,007$8.36M0.0%+14.6%0.661%
7/29/2025Hoese & Co LLP59,519$2.70M2.2%+6.9%0.214%
7/23/2025Prime Capital Investment Advisors LLC35,134$1.60M0.0%-5.2%0.126%
7/17/2025Janney Montgomery Scott LLC508,100$23.09M0.1%-1.9%1.824%
7/16/2025ORG Partners LLC72,939$3.31M0.7%+5.7%0.262%
7/11/2025Farther Finance Advisors LLC29,703$1.35M0.0%-19.8%0.107%
7/8/2025Parallel 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%
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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%


IGEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 190 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. ($40.52M), Stratos Investment Management LLC ($39.92M), and CWM LLC ($35.72M).Learn more on iShares Investment Grade Systematic Bond ETF's institutional investors.

Of the 153 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: World Investment Advisors LLC ($969.18K), Cliftonlarsonallen Wealth Advisors LLC ($611.37K), Citadel Advisors LLC ($602.01K), State of New Jersey Common Pension Fund D ($450K), Stratos Investment Management LLC ($401.89K), Envestnet Asset Management Inc. ($358.90K), and BlueStem Wealth Partners LLC ($328.33K).

Institutional investors have bought a total of 364,152 shares in the last 24 months. This purchase volume represents approximately $16.59M in transactions.

Of the 16 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: Janney Montgomery Scott LLC ($513.76K), JPMorgan Chase & Co. ($236.44K), Bank of New York Mellon Corp ($160.74K), Integrated Wealth Concepts LLC ($157.17K), Ameriprise Financial Inc. ($103.27K), Parallel Advisors LLC ($36.47K), and BlueStem Wealth Partners LLC ($16.91K).

Institutional investors have sold a total of 1,253,898 shares in the last 24 months. This volume of shares sold represents approximately $57.05M in transactions.


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Institutional ownership data for BATS:IGEB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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