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iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) Institutional Ownership

iShares 1-5 Year Investment Grade Corporate Bond ETF logo
$52.94 +0.06 (+0.10%)
As of 02:41 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB)

Current
Institutional Ownership
Percentage
76.06%
Number of
Institutional Buyers
(last 12 months)
146
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$820.47M
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IGSB Institutional Buying and Selling by Quarter

iShares 1-5 Year Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/20251620 Investment Advisors Inc.48,334$2.56M1.7%+1.7%0.012%
9/11/2025Silicon Valley Capital Partners1,392$73K0.0%N/A0.000%
9/3/2025American Trust13,559$715K0.1%N/A0.003%
8/18/2025Hollencrest Capital Management55,959$2.95M0.1%-0.8%0.014%
8/15/2025Stonebridge Capital Advisors LLC6,070$320K0.0%-6.6%0.001%
8/15/2025Captrust Financial Advisors4,205,973$221.91M0.5%+5.8%1.020%
8/15/2025Cooksen Wealth LLC31,512$1.66M1.3%-4.0%0.008%
8/15/2025Monograph Wealth Advisors LLC515,522$27.20M3.4%+11.8%0.125%
8/15/2025Lazard Asset Management LLC468,286$24.71M0.0%-3.5%0.114%
8/15/2025IHT Wealth Management LLC9,076$479K0.0%-63.8%0.002%
8/15/2025BNP Paribas Financial Markets216,529$11.42M0.0%+37.9%0.053%
8/15/2025Ameriprise Financial Inc.12,898,005$680.52M0.2%-6.4%3.128%
8/14/2025Integrated Investment Consultants LLC5,554$293K0.1%-3.4%0.001%
8/14/2025SVB Wealth LLC6,410$338K0.0%N/A0.002%
8/14/2025Cary Street Partners Financial LLC168,639$8.90M0.2%+218.5%0.041%
8/13/2025Gamco Investors INC. ET AL7,450$393K0.0%N/A0.002%
8/13/2025Cheviot Value Management LLC3,653$192K0.0%+121,666.7%0.001%
8/13/2025Marshall Wace LLP118,592$6.26M0.0%N/A0.029%
8/13/2025Baird Financial Group Inc.335,650$17.71M0.0%+3.9%0.081%
8/13/2025Crescent Grove Advisors LLC92,222$4.87M0.5%+4.3%0.022%
8/13/2025EverSource Wealth Advisors LLC6,933$366K0.0%-18.1%0.002%
8/13/2025NYL Investors LLC50,301$2.65M0.7%-99.0%0.012%
8/13/2025Peloton Wealth Strategists11,368$600K0.2%-4.1%0.003%
8/13/2025ARK & TLK Investments LLC12,905$681K0.2%-5.3%0.003%
8/13/2025Fisher Asset Management LLC6,710$354K0.0%-67.9%0.002%
8/12/2025SlateStone Wealth LLC19,895$1.05M0.1%+4.7%0.005%
8/12/2025RiverFront Investment Group LLC402,818$21.25M0.4%+2.9%0.098%
8/12/2025Jaffetilchin Investment Partners LLC18,255$963K0.1%+115.1%0.004%
8/12/2025Rock Creek Group LP11,347$599K0.1%N/A0.003%
8/12/2025White Pine Capital LLC22,254$1.17M0.4%+7.2%0.005%
8/12/2025JPMorgan Chase & Co.2,879,750$151.94M0.0%+2.4%0.698%
8/12/2025Main Management LLC151,505$7.99M0.6%+0.2%0.037%
8/11/2025Diversified Portfolios Inc.102,680$5.42M0.5%-1.8%0.025%
8/11/2025Pinnacle Wealth Planning Services Inc.11,075$584K0.1%+94.3%0.003%
8/11/2025Mount Lucas Management LP14,291$754K0.3%-1.6%0.003%
8/11/2025Rothschild Investment LLC178,824$9.44M0.6%+438.8%0.043%
8/8/2025City of London Investment Management Co. Ltd.13,577$716K0.1%-18.1%0.003%
8/8/2025Union Savings Bank16,032$844K0.4%-4.5%0.004%
8/8/2025Mittelman Wealth Management74,500$3.93M3.3%+73.9%0.018%
8/8/2025eCIO Inc.4,404$232K0.1%-8.4%0.001%
8/7/2025Davis R M Inc.130,940$6.91M0.1%-5.8%0.032%
8/7/2025FDx Advisors Inc.19,081$1.01M0.3%-45.3%0.005%
8/6/2025Grey Fox Wealth Advisors LLC13,924$735K0.2%-7.8%0.003%
8/6/2025Nvwm LLC47,714$2.52M0.6%+31.4%0.012%
8/6/2025Horan Securities Inc.3,954$209K0.1%-22.2%0.001%
8/5/2025NewSquare Capital LLC648,331$34.21M2.5%+1.0%0.157%
8/5/2025Bank of New York Mellon Corp340,237$17.95M0.0%-27.6%0.083%
8/5/2025Hunter Associates Investment Management LLC40,674$2.15M0.3%-12.4%0.010%
8/4/2025Arkadios Wealth Advisors36,564$1.93M0.1%+2.8%0.009%
8/1/2025Boyd Watterson Asset Management LLC OH8,874$468K0.1%-95.7%0.002%
8/1/2025Transcend Capital Advisors LLC10,566$557K0.0%-7.8%0.003%
7/31/2025Graybill Wealth Management LTD.86,270$4.55M1.5%+1.1%0.021%
7/31/2025Leavell Investment Management Inc.499,781$26.37M1.2%+8.7%0.121%
7/31/2025Sumitomo Mitsui Trust Group Inc.817,000$43.11M0.0%-10.8%0.198%
7/31/2025West Michigan Advisors LLC6,025$318K0.1%-3.3%0.001%
7/31/2025Money Design Co. Ltd.1,266,732$66.83M3.1%+89.3%0.307%
7/30/2025Capital Investment Services of America Inc.126,240$6.66M0.6%-2.2%0.031%
7/30/2025Whittier Trust Co.58,628$3.09M0.0%-1.0%0.014%
7/30/2025Alexis Investment Partners LLC17,350$915K0.4%-2.8%0.004%
7/30/2025Princeton Global Asset Management LLC50,805$2.68M0.5%+0.6%0.012%
7/29/2025Curbstone Financial Management Corp63,890$3.37M0.7%-0.9%0.015%
7/29/2025Foster & Motley Inc.4,032$213K0.0%N/A0.001%
7/29/2025Private Trust Co. NA1,402$74K0.0%-72.2%0.000%
7/28/2025Copia Wealth Management743$39K0.0%-23.5%0.000%
7/28/2025Private Wealth Asset Management LLC557$29K0.0%N/A0.000%
7/28/2025Equitable Trust Co.149,997$7.91M0.4%+12.7%0.036%
7/25/2025Meritage Portfolio Management177,325$9.36M0.6%-2.0%0.043%
7/23/2025NBT Bank N A NY248,321$13.10M0.9%-2.1%0.060%
7/23/2025DMC Group LLC72,261$3.81M3.0%+27.2%0.018%
7/23/2025BankPlus Trust Department13,914$734K0.2%-1.9%0.003%
7/23/2025Kingswood Wealth Advisors LLC21,785$1.15M0.1%-36.8%0.005%
7/23/2025Prime Capital Investment Advisors LLC544,773$28.74M0.4%-34.3%0.133%
7/22/2025Mascoma Wealth Management LLC2,688$142K0.0%-33.7%0.001%
7/21/2025Tilia Fiduciary Partners Inc.42,752$2.26M1.4%+5.3%0.010%
7/21/2025Ameriflex Group Inc.1,764$93K0.0%-58.9%0.000%
7/18/2025Bartlett & CO. Wealth Management LLC693,523$36.59M0.5%+6.6%0.170%
7/18/2025Parkside Investments LLC1,320,082$69.65M9.5%+26.4%0.323%
7/17/2025Janney Capital Management LLC7,636$403K0.0%-3.1%0.002%
7/17/2025Janney Montgomery Scott LLC680,493$35.90M0.1%+0.7%0.167%
7/17/2025Fort Washington Investment Advisors Inc. OH13,564$716K0.0%-4.1%0.003%
7/17/2025Keystone Global Partners LLC520,705$27K0.0%+108.8%0.127%
7/16/2025Gradient Capital Advisors LLC72,664$3.83M1.1%-10.9%0.018%
7/16/2025ST Germain D J Co. Inc.6,536$345K0.0%+20.6%0.002%
7/16/2025Beaumont Financial Advisors LLC14,596$770K0.1%-3.3%0.004%
7/16/2025A. D. Beadell Investment Counsel Inc.30,150$1.59M1.2%+7.7%0.007%
7/15/2025TD Private Client Wealth LLC604,521$31.90M0.8%+10.6%0.148%
7/15/2025Graypoint LLC487,738$25.73M1.4%+11.2%0.119%
7/15/2025GSB Wealth Management LLC84,207$4.44M1.1%+3.2%0.021%
7/14/2025AdvisorNet Financial Inc17,028$898K0.1%+9.4%0.004%
7/11/2025Farther Finance Advisors LLC10,503$554K0.0%+9.8%0.003%
7/10/2025Burns J W & Co. Inc. NY89,156$4.70M0.6%+7.4%0.022%
7/10/2025Klaas Financial Asset Advisors LLC962,538$50.78M8.0%+1.3%0.234%
7/9/2025Fiduciary Alliance LLC12,547$662K0.0%-77.0%0.003%
7/9/2025MassMutual Private Wealth & Trust FSB23,531$1.24M0.0%+52.6%0.006%
7/8/2025Strategic Advocates LLC315,403$16.64M4.9%+3.3%0.077%
7/8/2025Parallel Advisors LLC335,115$17.68M0.4%+11.3%0.081%
7/7/2025Thurston Springer Miller Herd & Titak Inc.868$46K0.0%N/A0.000%
6/6/2025eCIO Inc.4,810$252K0.1%N/A0.001%
5/20/2025Strive Asset Management LLC7,870$412K0.3%+30.0%0.002%
5/16/2025Peloton Wealth Strategists11,860$621K0.3%-2.5%0.003%
(Data available from 1/1/2016 forward)

IGSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGSB shares?

During the previous two years, 253 institutional investors and hedge funds held shares of iShares 1-5 Year Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Sun Life Financial Inc. ($3.97B), Ameriprise Financial Inc. ($680.52M), SPX Gestao de Recursos Ltda ($253.82M), Captrust Financial Advisors ($221.91M), Allstate Corp ($217.30M), JPMorgan Chase & Co. ($151.94M), and Haverford Trust Co ($101.74M).Learn more on iShares 1-5 Year Investment Grade Corporate Bond ETF's institutional investors.

What percentage of iShares 1-5 Year Investment Grade Corporate Bond ETF's stock is owned by institutional investors?

76.06% of iShares 1-5 Year Investment Grade Corporate Bond ETF's stock is owned by institutional investors. Learn more on IGSB's institutional investor holdings.

Which institutional investors have been buying iShares 1-5 Year Investment Grade Corporate Bond ETF's stock?

Of the 202 institutional investors that purchased iShares 1-5 Year Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NYL Investors LLC ($13.60M), Ameriprise Financial Inc. ($1.60M), Allstate Corp ($1.44M), Captrust Financial Advisors ($1.08M), Parkside Investments LLC ($982.47K), Money Design Co. Ltd. ($884.68K), and Bank of New York Mellon Corp ($722.21K).

How much institutional buying is happening at iShares 1-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have bought a total of 20,543,792 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

Which of iShares 1-5 Year Investment Grade Corporate Bond ETF's major shareholders have been selling company stock?

Of the 105 institutional investors that sold iShares 1-5 Year Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NYL Investors LLC ($9.66M), JPMorgan Chase & Co. ($1.12M), Ameriprise Financial Inc. ($879.62K), Boyd Watterson Asset Management LLC OH ($587.79K), Money Design Co. Ltd. ($559.20K), American Family Investments Inc. ($485.54K), and Bank of New York Mellon Corp ($315.12K).

How much institutional selling is happening at iShares 1-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have sold a total of 15,621,406 shares in the last 24 months. This volume of shares sold represents approximately $820.47M in transactions.


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This page (NASDAQ:IGSB) was last updated on 10/7/2025 by MarketBeat.com Staff
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