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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
$52.72 +0.09 (+0.17%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$52.67 -0.05 (-0.09%)
As of 08/1/2025 05:32 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 Polygon.io. Learn more.

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)
$1.03B
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$549.58M
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IGSB Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/31/2025 Graybill Wealth Management LTD.86,270$4.55M1.5%+1.1%0.021%
7/31/2025 Leavell Investment Management Inc.499,781$26.37M1.2%+8.7%0.121%
7/31/2025 Sumitomo Mitsui Trust Group Inc.817,000$43.11M0.0%-10.8%0.198%
7/31/2025 West Michigan Advisors LLC6,025$318K0.1%-3.3%0.001%
7/31/2025 Money Design Co. Ltd.1,266,732$66.83M3.1%+89.3%0.307%
7/30/2025 Capital Investment Services of America Inc.126,240$6.66M0.6%-2.2%0.031%
7/30/2025 Whittier Trust Co.58,628$3.09M0.0%-1.0%0.014%
7/30/2025 Alexis Investment Partners LLC17,350$915K0.4%-2.8%0.004%
7/30/2025 Princeton Global Asset Management LLC50,805$2.68M0.5%+0.6%0.012%
7/29/2025 Curbstone Financial Management Corp63,890$3.37M0.7%-0.9%0.015%
7/29/2025 Foster & Motley Inc.4,032$213K0.0%N/A0.001%
7/29/2025 Private Trust Co. NA1,402$74K0.0%-72.2%0.000%
7/28/2025 Copia Wealth Management743$39K0.0%-23.5%0.000%
7/28/2025 Private Wealth Asset Management LLC557$29K0.0%N/A0.000%
7/28/2025Equitable Trust Co.149,997$7.91M0.4%+12.7%0.036%
7/25/2025 Meritage Portfolio Management177,325$9.36M0.6%-2.0%0.043%
7/23/2025 NBT Bank N A NY248,321$13.10M0.9%-2.1%0.060%
7/23/2025 DMC Group LLC72,261$3.81M3.0%+27.2%0.018%
7/23/2025 BankPlus Trust Department13,914$734K0.2%-1.9%0.003%
7/23/2025 Kingswood Wealth Advisors LLC21,785$1.15M0.1%-36.8%0.005%
7/23/2025 Prime Capital Investment Advisors LLC544,773$28.74M0.4%-34.3%0.133%
7/22/2025 Mascoma Wealth Management LLC2,688$142K0.0%-33.7%0.001%
7/21/2025 Tilia Fiduciary Partners Inc.42,752$2.26M1.4%+5.3%0.010%
7/21/2025 Ameriflex Group Inc.1,764$93K0.0%-58.9%0.000%
7/18/2025 Bartlett & CO. Wealth Management LLC693,523$36.59M0.5%+6.6%0.170%
7/18/2025 Parkside Investments LLC1,320,082$69.65M9.5%+26.4%0.323%
7/17/2025 Janney Capital Management LLC7,636$403K0.0%-3.1%0.002%
7/17/2025 Janney Montgomery Scott LLC680,493$35.90M0.1%+0.7%0.167%
7/17/2025 Fort Washington Investment Advisors Inc. OH13,564$716K0.0%-4.1%0.003%
7/17/2025 Keystone Global Partners LLC520,705$27K0.0%+108.8%0.127%
7/16/2025 Gradient Capital Advisors LLC72,664$3.83M1.1%-10.9%0.018%
7/16/2025 ST Germain D J Co. Inc.6,536$345K0.0%+20.6%0.002%
7/16/2025 Beaumont Financial Advisors LLC14,596$770K0.1%-3.3%0.004%
7/16/2025 A. D. Beadell Investment Counsel Inc.30,150$1.59M1.2%+7.7%0.007%
7/15/2025 TD Private Client Wealth LLC604,521$31.90M0.8%+10.6%0.148%
7/15/2025 Graypoint LLC487,738$25.73M1.4%+11.2%0.119%
7/15/2025 GSB Wealth Management LLC84,207$4.44M1.1%+3.2%0.021%
7/14/2025 AdvisorNet Financial Inc17,028$898K0.1%+9.4%0.004%
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7/11/2025 Farther Finance Advisors LLC10,503$554K0.0%+9.8%0.003%
7/10/2025 Burns J W & Co. Inc. NY89,156$4.70M0.6%+7.4%0.022%
7/10/2025 Klaas Financial Asset Advisors LLC962,538$50.78M8.0%+1.3%0.234%
7/9/2025 Fiduciary Alliance LLC12,547$662K0.0%-77.0%0.003%
7/9/2025 MassMutual Private Wealth & Trust FSB23,531$1.24M0.0%+52.6%0.006%
7/8/2025 Strategic Advocates LLC315,403$16.64M4.9%+3.3%0.077%
7/8/2025 Parallel Advisors LLC335,115$17.68M0.4%+11.3%0.081%
7/7/2025 Thurston 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%
5/16/2025 Alexis Investment Partners LLC17,850$935K0.4%+93.0%0.004%
5/16/2025American Family Investments Inc.185,000$9.69M0.7%-72.4%0.046%
5/15/2025Baird Financial Group Inc.323,130$16.92M0.0%+2.2%0.080%
5/15/2025OLD Mission Capital LLC35,334$1.85M0.0%N/A0.009%
5/15/2025Vermillion & White Wealth Management Group LLC5,839$306K0.2%-7.1%0.001%
5/14/2025Keeley Teton Advisors LLC8,882$465K0.1%-5.3%0.002%
5/14/2025Allstate Corp4,149,335$217.30M6.4%+0.8%1.033%
5/14/2025Ameriprise Financial Inc.13,777,629$729.41M0.2%+3.9%3.429%
5/14/2025Summit Financial LLC257,948$13.51M0.4%+11.0%0.064%
5/14/2025Flow Traders U.S. LLC148,792$7.79M0.3%N/A0.037%
5/14/2025Colonial Trust Advisors3,648$191K0.0%+12.3%0.001%
5/14/2025Disciplina Capital Management LLC232,437$12.17M1.8%+84.3%0.058%
5/12/2025SouthState Corp91,071$4.77M0.2%-5.6%0.023%
5/12/2025JPMorgan Chase & Co.2,811,691$147.25M0.0%-11.1%0.700%
5/12/2025Zions Bancorporation National Association UT3,000$157K0.0%N/A0.001%
5/12/2025Hirtle Callaghan & Co LLC47,059$2.46M0.1%-20.1%0.012%
5/9/2025City of London Investment Management Co. Ltd.16,569$868K0.1%+44.5%0.004%
5/9/2025 West Michigan Advisors LLC6,228$326K0.1%-4.6%0.002%
5/9/2025iA Global Asset Management Inc.50,000$2.62M0.0%N/A0.012%
5/8/2025 Strategic Advocates LLC305,260$15.99M5.6%+68.5%0.076%
5/8/2025Davis R M Inc.139,067$7.28M0.1%-6.3%0.035%
5/8/2025SlateStone Wealth LLC18,995$995K0.1%+30.6%0.005%
5/8/2025Arkadios Wealth Advisors35,571$1.86M0.1%+27.5%0.009%
5/7/2025NYL Investors LLC4,923,053$257.82M16.5%-49.3%1.225%
5/7/2025Vantage Financial Partners LLC79,435$4.16M1.0%+49.0%0.020%
5/7/2025Valley Wealth Managers Inc.1,236$65K0.0%+64.6%0.000%
5/7/2025FourThought Financial Partners LLC6,076$318K0.0%-52.3%0.002%
5/7/2025Nvwm LLC36,301$1.90M0.5%+79.0%0.009%
5/7/2025Equitable Trust Co.133,073$6.97M0.4%+1.1%0.033%
5/6/2025Winthrop Capital Management LLC40,320$2.11M0.6%+18.8%0.010%
5/6/2025Boyd Watterson Asset Management LLC OH205,399$10.76M3.4%-59.3%0.051%
5/6/2025City National Bank of Florida MSD27,976$1.47M1.3%-4.2%0.007%
5/6/2025Mount Lucas Management LP14,523$761K0.2%-1.9%0.004%
5/5/2025Crestwood Advisors Group LLC175,563$9.19M0.2%+2.1%0.044%
5/5/2025 Gradient Capital Advisors LLC81,579$4.27M1.4%+5.1%0.020%
5/5/2025Hollencrest Capital Management56,397$2.95M0.1%-4.8%0.014%
5/2/2025 Graypoint LLC438,642$22.97M1.4%+25.0%0.109%
5/2/2025 Whittier Trust Co. of Nevada Inc.7,125$373K0.0%-4.2%0.002%
5/2/2025 Whittier Trust Co.59,209$3.10M0.0%-7.2%0.015%
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5/2/2025 Graybill Wealth Management LTD.85,334$4.47M1.5%N/A0.021%
5/2/2025 United Community Bank34,133$1.79M0.7%-25.8%0.008%
5/1/2025FDx Advisors Inc.34,873$1.83M0.6%-6.1%0.009%
5/1/2025 BankPlus Trust Department14,184$743K0.2%+5.8%0.004%
4/30/2025 DMC Group LLC56,819$2.98M2.4%+23.7%0.014%
4/30/2025Hunter Associates Investment Management LLC46,457$2.43M0.4%-4.6%0.012%
4/30/2025 Leavell Investment Management Inc.459,636$24.07M1.2%+8.1%0.114%
4/29/2025Cooksen Wealth LLC32,815$1.68M1.7%+3.6%0.008%
4/29/2025 TD Private Client Wealth LLC546,464$28.62M0.8%+23.5%0.136%
4/29/2025Bank of New York Mellon Corp470,015$24.62M0.0%+3.7%0.117%
(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, 252 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. ($729.41M), NYL Investors LLC ($257.82M), SPX Gestao de Recursos Ltda ($253.82M), Allstate Corp ($217.30M), Captrust Financial Advisors ($151.59M), and JPMorgan Chase & Co. ($147.25M).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 204 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), JPMorgan Chase & Co. ($1.76M), Ameriprise Financial Inc. ($1.60M), Allstate Corp ($1.44M), Parkside Investments LLC ($982.47K), Money Design Co. Ltd. ($884.68K), and Captrust Financial Advisors ($852.12K).

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

Institutional investors have bought a total of 19,775,870 shares in the last 24 months. This purchase volume represents approximately $1.03B in transactions.

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

Of the 104 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 ($4.79M), JPMorgan Chase & Co. ($1.12M), Boyd Watterson Asset Management LLC OH ($587.79K), Money Design Co. Ltd. ($559.20K), Prime Capital Investment Advisors LLC ($514.75K), American Family Investments Inc. ($485.54K), and One Capital Management LLC ($403.28K).

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

Institutional investors have sold a total of 10,466,938 shares in the last 24 months. This volume of shares sold represents approximately $547.36M in transactions.



This page (NASDAQ:IGSB) was last updated on 8/2/2025 by MarketBeat.com Staff
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