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

$51.68
+0.09 (+0.17%)
(As of 07/26/2024 ET)

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)
112
Total
Institutional Inflows
(last 12 months)
$621.15M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$940.26M
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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
7/26/2024Cambridge Investment Research Advisors Inc.212,337$10.88M0.0%-9.3%0.054%
7/26/2024 SlateStone Wealth LLC12,910$662K0.1%+11.9%0.003%
7/26/2024 Bank of New York Mellon Corp634,642$32.52M0.0%-14.1%0.161%
7/25/2024 Kanawha Capital Management LLC19,475$998K0.1%-3.7%0.005%
7/24/2024 Family Firm Inc.950$49K0.0%N/A0.000%
7/23/2024 Plimoth Trust Co. LLC5,367$275K0.1%-13.4%0.001%
7/23/2024 1620 Investment Advisors Inc.38,434$1.97M1.5%+6.9%0.010%
7/23/2024 NewSquare Capital LLC590,133$30.24M2.6%+2.7%0.149%
7/23/2024 Burns J W & Co. Inc. NY51,952$2.66M0.4%-2.6%0.013%
7/23/2024 Bear Mountain Capital Inc.24,941$1.29M0.5%-14.0%0.006%
7/22/2024 Graybill Wealth Management LTD.79,914$4.10M1.7%+18.2%0.020%
7/20/2024 First Horizon Advisors Inc.13,244$679K0.0%-5.9%0.003%
7/20/2024 Capital Investment Services of America Inc.130,958$6.71M0.6%-1.7%0.033%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.537,445$27.54M0.0%-1.1%0.136%
7/17/2024 Leavell Investment Management Inc.297,476$15.24M0.8%+21.1%0.075%
7/16/2024 DMC Group LLC44,890$2.30M2.0%-2.0%0.011%
7/16/2024 Edmonds Duncan Registered Investment Advisors LLC11,006$564K0.1%-75.2%0.003%
7/16/2024 Burke & Herbert Bank & Trust Co.44,726$2.29M0.6%N/A0.011%
7/16/2024 Martin Capital Partners LLC97,076$4.97M2.0%-1.1%0.025%
7/12/2024 Country Trust Bank483$25K0.0%-57.0%0.000%
7/12/2024 Hexagon Capital Partners LLC7,922$406K0.1%-2.5%0.002%
7/12/2024 A. D. Beadell Investment Counsel Inc.29,550$1.51M1.3%-2.3%0.008%
7/11/2024 Tilia Fiduciary Partners Inc.35,209$1.80M1.4%+3.3%0.009%
7/11/2024 Buffington Mohr McNeal74,987$3.84M0.7%-6.4%0.019%
7/11/2024 Strategic Advocates LLC101,498$5.20M2.1%+28.8%0.026%
7/11/2024 Parkside Investments LLC695,665$35.65M5.6%+15.0%0.177%
7/9/2024 Kingswood Wealth Advisors LLC8,477$434K0.0%-9.5%0.002%
7/8/2024 Marathon Strategic Advisors LLC9,765$500K0.6%N/A0.002%
7/3/2024 First International Bank & Trust42,272$2.17M0.7%+4.8%0.010%
7/3/2024 Curbstone Financial Management Corp100,790$5.16M1.1%-7.2%0.025%
7/2/2024 Hudson Valley Investment Advisors Inc. ADV278,542$14.24M1.8%+47.5%0.068%
7/2/2024 Massmutual Trust Co. FSB ADV15,976$819K0.0%-48.5%0.004%
7/2/2024 Park Place Capital Corp3,627$186K0.1%+144.6%0.001%
7/1/2024 Confluence Investment Management LLC353,734$18.13M0.3%+243.0%0.086%
6/11/2024EverSource Wealth Advisors LLC8,394$426K0.0%+25.9%0.002%
5/21/2024Arrow Financial Corp30,316$1.56M0.2%-2.5%0.007%
5/17/2024Comerica Bank99,520$5.10M0.0%+1.9%0.024%
5/16/2024Captrust Financial Advisors2,099,769$106.67M0.4%+4.6%0.513%
5/15/2024SVB Wealth LLC361,874$18.56M0.4%+4.5%0.088%
5/15/2024Fairview Capital Investment Management LLC149,097$7.65M0.4%+0.8%0.036%
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5/15/2024Lazard Asset Management LLC479,410$24.58M0.0%+1.5%0.117%
5/15/2024Keeley Teton Advisors LLC15,207$780K0.1%-3.7%0.004%
5/15/2024Stonebridge Capital Advisors LLC13,670$701K0.1%-19.3%0.003%
5/14/2024Wellington Wealth Strategies LLC.115,536$5.93M2.8%N/A0.028%
5/14/2024Payden & Rygel Investment Group1,747$90K0.0%N/A0.000%
5/11/2024Davis R M Inc.192,949$9.89M0.2%-20.1%0.047%
5/11/2024Alley Investment Management Company LLC350,294$17.96M2.5%+2.3%0.086%
5/11/2024NYL Investors LLC5,402,339$277.03M10.0%-50.3%1.319%
5/11/2024 Beaumont Financial Advisors LLC14,742$756K0.1%-11.1%0.004%
5/11/2024Ironwood Investment Counsel LLC18,185$933K0.2%-31.6%0.004%
5/11/2024Hirtle Callaghan & Co LLC80,773$4.14M0.2%-5.4%0.020%
5/10/2024Allstate Corp6,157,676$315.77M22.4%+11.3%1.503%
5/10/2024Pinkerton Retirement Specialists LLC91,827$4.71M0.8%+5.0%0.022%
5/10/2024J. L. Bainbridge & Co. Inc.5,935$304K0.0%-7.1%0.001%
5/8/2024Williams Jones Wealth Management LLC.1,151,986$59.07M0.8%-5.6%0.281%
5/7/2024Abbrea Capital LLC55,976$2.87M0.4%-1.8%0.014%
5/7/2024New South Capital Management Inc.67,328$3.45M0.1%+2.2%0.016%
5/6/2024Mittelman Wealth Management20,211$1.04M0.7%N/A0.005%
5/4/2024Richardson Financial Services Inc.1,533$79K0.1%+2,687.3%0.000%
5/3/2024FDx Advisors Inc.112,193$5.75M0.9%-2.7%0.027%
5/3/2024United Community Bank45,603$2.34M0.9%-11.8%0.011%
5/3/2024Whittier Trust Co.89,421$4.59M0.1%-14.6%0.022%
5/2/2024RiverFront Investment Group LLC482,428$24.74M0.7%+27.1%0.118%
5/2/2024Graypoint LLC160,204$8.22M0.6%-0.2%0.039%
5/2/2024Haverford Trust Co1,846,099$94.67M1.0%+3.7%0.452%
5/2/2024Vantage Financial Partners LLC53,092$2.72M0.7%+2.2%0.013%
5/2/2024Hunter Associates Investment Management LLC55,246$2.84M0.5%-2.2%0.014%
5/2/2024Hollencrest Capital Management66,197$3.40M0.2%+4.6%0.016%
5/2/2024Argent Advisors Inc.266,853$13.68M5.4%+4.3%0.065%
5/1/2024 Janney Montgomery Scott LLC691,165$35.44M0.1%-6.3%0.169%
5/1/2024BNP Paribas Financial Markets5,203$267K0.0%-87.1%0.001%
4/30/2024Arkadios Wealth Advisors21,223$1.09M0.1%+8.4%0.005%
4/29/2024Boyd Watterson Asset Management LLC OH6,973$358K0.1%-12.4%0.002%
4/29/2024Meritage Portfolio Management205,623$10.54M0.7%-5.3%0.050%
4/29/2024Crescent Grove Advisors LLC94,911$4.87M0.5%+10.0%0.023%
4/26/2024YHB Investment Advisors Inc.41,892$2.15M0.2%-2.7%0.010%
4/26/2024 SlateStone Wealth LLC11,535$592K0.1%+30.2%0.003%
4/25/2024 Bear Mountain Capital Inc.29,016$1.47M0.6%-2.5%0.007%
4/25/2024Equitable Trust Co.129,546$6.64M0.5%-22.7%0.032%
4/25/2024Klaas Financial Asset Advisors LLC833,670$42.75M8.5%+2.7%0.203%
4/25/2024Summit Financial LLC17,960$921K0.1%+9.9%0.004%
4/25/2024Cambridge Investment Research Advisors Inc.234,190$12.01M0.0%+7.8%0.057%
4/24/2024 Leavell Investment Management Inc.245,622$12.60M0.7%+21.6%0.060%
4/24/2024NBT Bank N A NY280,766$14.40M1.1%-0.2%0.068%
4/23/2024Nations Financial Group Inc. IA ADV64,071$3.29M0.3%+0.4%0.016%
4/22/2024Confluence Wealth Services Inc.4,091$210K0.0%N/A0.001%
4/19/2024 DMC Group LLC45,803$2.35M2.0%+5.4%0.011%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.543,497$27.87M0.0%-19.3%0.131%
4/18/2024 Buffington Mohr McNeal80,141$4.11M0.7%+6.1%0.019%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC44,421$2.28M0.6%-14.1%0.011%
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4/18/2024 Hexagon Capital Partners LLC8,124$417K0.1%-5.0%0.002%
4/18/2024 Park Place Capital Corp1,483$76K0.0%+270.8%0.000%
4/17/2024Fiduciary Alliance LLC6,439$328K0.1%+29.6%0.002%
4/17/2024Gradient Capital Advisors LLC48,296$2.48M0.9%+9.6%0.012%
4/17/2024Private Ocean LLC2,364$121K0.0%-49.0%0.001%
4/17/2024 Burns J W & Co. Inc. NY53,312$2.73M0.4%-4.4%0.013%
4/16/2024 Tsfg LLC1,240$64K0.0%-19.8%0.000%
4/16/2024 Arkansas Financial Group Inc.863,888$44.30M7.8%0.0%0.209%
4/15/2024 Graybill Wealth Management LTD.67,595$3.47M1.5%+6.8%0.016%
4/15/2024 Future Financial Wealth Managment LLC2,774$142K0.1%N/A0.001%
(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, 280 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. ($526.51M), Allstate Corp ($315.77M), NYL Investors LLC ($277.03M), SPX Gestao de Recursos Ltda ($253.82M), Assetmark Inc. ($224.65M), and JPMorgan Chase & Co. ($147.79M).Learn more on IGSB's institutional investors.

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

76.06% of iShares 1-5 Year Investment Grade Corporate Bond ETF 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 stock?

Of the 206 institutional investors that purchased iShares 1-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NYL Investors LLC ($8.95M), SPX Gestao de Recursos Ltda ($5.08M), JPMorgan Chase & Co. ($3.23M), Ameriprise Financial Inc. ($2.87M), Allstate Corp ($904.87K), Lazard Asset Management LLC ($882.14K), and Assetmark Inc. ($750.98K).

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

Institutional investors have bought a total of 34,451,310 shares in the last 24 months. This purchase volume represents approximately $2.83B in transactions.

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

Of the 181 institutional investors that sold iShares 1-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NYL Investors LLC ($7.65M), Assetmark Inc. ($4.58M), Allstate Corp ($3.40M), Bank of New York Mellon Corp ($3.03M), True Link Financial Advisors LLC ($1.44M), Sun Life Financial Inc. ($1.43M), and Sumitomo Mitsui Trust Holdings Inc. ($1.20M).

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

Institutional investors have sold a total of 34,598,856 shares in the last 24 months. This volume of shares sold represents approximately $2.55B in transactions.


This page (NASDAQ:IGSB) was last updated on 7/27/2024 by MarketBeat.com Staff

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