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iShares Investment Grade Systematic Bond ETF (IGEB) Institutional Ownership

iShares Investment Grade Systematic Bond ETF logo
$42.96 -0.09 (-0.21%)
Closing price 11/13/2026 04:10 PM Eastern
Extended Trading
$42.96 -0.01 (-0.01%)
As of 11/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
19
Total
Institutional Inflows
(last 12 months)
$18.79M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$52.21M
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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
11/10/2026 FreeGulliver LLC15,023$643K0.3%-71.0%0.054%
11/9/2026 Harbour Investments Inc.119,724$5.12M0.1%N/A0.430%
11/3/2026 Parallel Advisors LLC10,515$450K0.0%-10.8%0.038%
10/21/2026 Hoese & Co LLP109,916$4.70M3.1%+0.2%0.395%
10/20/2026 Prime Capital Investment Advisors LLC33,923$1.45M0.0%+2.3%0.122%
10/19/2026 Capital Square LLC5,129$219K0.1%N/A0.018%
10/16/2026 Stronghold Wealth Management L.L.C.10,846$464K0.7%+62.4%0.039%
10/8/2026 Farther Finance Advisors LLC41,326$1.77M0.0%-23.0%0.148%
8/22/2026 NBH Bank4,881$220K0.1%N/A0.018%
8/22/2026Rogco LP112,165$5.06M1.6%N/A0.403%
8/21/2026 Independence Bank of Kentucky1,218$55K0.0%N/A0.004%
6/3/2026 Parallel Advisors LLC11,752$530K0.0%-5.4%0.042%
5/8/2026 PNC Financial Services Group Inc.6,896$311K0.0%-16.0%0.025%
5/7/2026 Parallel Advisors LLC11,752$530K0.0%-5.4%0.042%
5/7/2026Vision Retirement LLC7,413$334K0.1%-26.3%0.027%
5/5/2026 Bank of New York Mellon Corp56,138$2.53M0.0%-74.1%0.202%
4/22/2026 Janney Montgomery Scott LLC32,295$1.46M0.0%-94.1%0.116%
4/15/2026 Nations 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%
2/12/2026 FreeGulliver LLC55,065$2.51M0.9%-6.9%0.198%
2/11/2026 Janney Montgomery Scott LLC546,055$24.93M0.1%+5.1%1.961%
2/11/2026 Commonwealth Retirement Investments LLC1,690$77K0.0%N/A0.006%
2/11/2026 JPMorgan Chase & Co.247,270$11.29M0.0%+24.1%0.888%
2/11/2026 Parallel Advisors LLC12,429$568K0.0%-15.8%0.045%
2/10/2026 Tidemark LLC24,196$1.11M0.3%+12.5%0.087%
2/6/2026BlueStem Wealth Partners LLC185,241$8.46M0.9%-8.4%0.665%
2/6/2026 PNC Financial Services Group Inc.8,208$375K0.0%+19.7%0.029%
2/6/2026 Stronghold Wealth Management L.L.C.6,451$295K0.4%N/A0.023%
2/5/2026 1620 Investment Advisors Inc.14,448$660K0.4%-2.0%0.052%
1/30/2026 Strategic Blueprint LLC7,086$324K0.0%N/A0.025%
1/30/2026 Arlington Trust Co LLC8,231$376K0.0%N/A0.030%
1/26/2026 Nations Financial Group Inc. IA ADV26,010$1.19M0.1%+52.6%0.093%
1/23/2026 Farther Finance Advisors LLC42,421$1.94M0.0%+35.4%0.152%
1/21/2026 Prime Capital Investment Advisors LLC32,243$1.47M0.0%-5.7%0.116%
1/15/2026 Spirit of America Management Corp NY3,242$148K0.0%-41.9%0.012%
1/14/2026 Hoese & Co LLP110,996$5.07M3.6%+46.8%0.399%
1/1/2026 JPMorgan Chase & Co.199,182$9.17M0.0%-37.2%0.715%
11/17/2025NewEdge Advisors LLC17,887$824K0.0%+1.6%0.064%
Uranium Mine Flood That Sparked a 2006 Price Surge Returns (Ad)

In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This past May, flooding cut the supply route into the largest uranium complex on the planet, and in July Cigar Lake went down a second time. Gerardo Del Real calls this the Third Convergence Event and has backed three small companies positioned in front of it.tc pixel

See the three companies positioned for uranium's next supply shock
11/17/2025 United 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%
11/14/2025 FreeGulliver LLC59,132$2.72M1.2%+10.8%0.212%
11/13/2025 Parallel Advisors LLC14,756$679K0.0%-69.0%0.053%
11/12/2025BlueStem Wealth Partners LLC202,155$9.31M1.1%+18.2%0.726%
11/7/2025 JPMorgan Chase & Co.199,182$9.17M0.0%-37.2%0.715%
11/7/2025 PNC Financial Services Group Inc.6,856$316K0.0%+26.7%0.025%
11/5/2025 Prime 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%
11/3/2025 Tidemark LLC21,503$990K0.3%+79.1%0.077%
10/28/2025 Nations Financial Group Inc. IA ADV17,040$785K0.0%+14.4%0.061%
10/22/2025 CoreCap Advisors LLC757$35K0.0%N/A0.003%
10/22/2025 GoalVest Advisory LLC3,608$166K0.0%N/A0.013%
10/16/2025 Hoese & Co LLP75,609$3.48M2.7%+27.0%0.271%
10/14/2025 Farther 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%
8/12/2025 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%
8/6/2025First 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%
7/16/2025ORG 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%
Uranium Mine Flood That Sparked a 2006 Price Surge Returns (Ad)

In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This past May, flooding cut the supply route into the largest uranium complex on the planet, and in July Cigar Lake went down a second time. Gerardo Del Real calls this the Third Convergence Event and has backed three small companies positioned in front of it.tc pixel

See the three companies positioned for uranium's next supply shock
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%


IGEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 159 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 118 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), Envestnet Asset Management Inc. ($358.90K), BlueStem Wealth Partners LLC ($328.33K), Stratos Investment Management LLC ($300.00K), and Betterment LLC ($242.73K).

Institutional investors have bought a total of 421,092 shares in the last 24 months. This purchase volume represents approximately $18.79M in transactions.

Of the 17 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), Bank of New York Mellon Corp ($160.74K), Integrated Wealth Concepts LLC ($157.17K), JPMorgan Chase & Co. ($118.22K), Ameriprise Financial Inc. ($103.27K), FreeGulliver LLC ($40.83K), and BlueStem Wealth Partners LLC ($16.91K).

Institutional investors have sold a total of 1,152,336 shares in the last 24 months. This volume of shares sold represents approximately $52.21M in transactions.


Related Companies

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 11/10/2026. New 13F filings are added each quarter as they're published.
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