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iShares Investment Grade Systematic Bond ETF (IGEB) Institutional Ownership

iShares Investment Grade Systematic Bond ETF logo
$44.96 +0.13 (+0.29%)
As of 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)
42
Total
Institutional Inflows
(last 12 months)
$75.76M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$65.26M
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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
5/5/2026Bank 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%
2/12/2026FreeGulliver LLC55,065$2.51M0.9%-6.9%0.198%
2/11/2026 Janney Montgomery Scott LLC546,055$24.93M0.1%+5.1%1.961%
2/11/2026Commonwealth 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%
2/6/2026 Stronghold 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%
1/30/2026 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%
1/21/2026Prime 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%
1/1/2026JPMorgan 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%
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%
10/28/2025 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%
8/12/2025FreeGulliver 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%
7/29/2025 Hoese & 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%
7/17/2025 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%
7/8/2025Parallel 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%
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%


IGEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGEB shares?

During the previous two years, 218 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.

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

Of the 195 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. ($763.28K), 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 1,676,946 shares in the last 24 months. This purchase volume represents approximately $75.76M in transactions.

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

Of the 24 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 ($523.37K), JPMorgan Chase & Co. ($236.44K), Bank of New York Mellon Corp ($160.74K), Integrated Wealth Concepts LLC ($157.17K), Ameriprise Financial Inc. ($103.27K), Raymond James Financial Inc. ($57.97K), and Parallel Advisors LLC ($54.44K).

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

Institutional investors have sold a total of 1,435,836 shares in the last 24 months. This volume of shares sold represents approximately $65.26M in transactions.


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This page (BATS:IGEB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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