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iShares Investment Grade Systematic Bond ETF (IGEB) Institutional Ownership

iShares Investment Grade Systematic Bond ETF logo
$44.87 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Investment Grade Systematic Bond ETF (BATS:IGEB)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$23.45M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$58.77M
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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
5/8/2026 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%
5/7/2026 Vision 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%
2/18/2026 NewEdge Advisors LLC22,389$1.02M0.0%+25.2%0.080%
2/17/2026 Advisory Services Network LLC48,180$2.20M0.0%-3.0%0.173%
2/16/2026 Icon 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%
2/6/2026 BlueStem 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%
11/17/2025 NewEdge Advisors LLC17,887$824K0.0%+1.6%0.064%
11/17/2025 United Capital Financial Advisors LLC318,592$14.67M0.1%-3.8%1.144%
11/17/2025 Integrated Wealth Concepts LLC10,001$460K0.0%-94.0%0.036%
11/17/2025 Flow Traders U.S. LLC6,169$284K0.0%N/A0.022%
11/17/2025 Ameriprise 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%
11/12/2025 BlueStem 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%
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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%
8/15/2025 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%
8/6/2025First 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%
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%
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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%


IGEB Institutional Ownership - Frequently Asked Questions

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.

Of the 194 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).

Institutional investors have bought a total of 514,485 shares in the last 24 months. This purchase volume represents approximately $23.45M 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 ($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), Parallel Advisors LLC ($55.12K), and BlueStem Wealth Partners LLC ($16.91K).

Institutional investors have sold a total of 1,291,724 shares in the last 24 months. This volume of shares sold represents approximately $58.77M in transactions.


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This page (BATS:IGEB) was last updated on 5/26/2026 by MarketBeat.com Staff.
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