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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
$52.45 -0.03 (-0.06%)
Closing price 07/11/2025 04:00 PM Eastern
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$52.45 0.00 (0.00%)
As of 07/11/2025 04:10 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)
145
Total
Institutional Inflows
(last 12 months)
$969.69M
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$529.02M
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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
7/11/2025Farther 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%
5/16/2025Alexis 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%
5/9/2025West 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%
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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%
5/5/2025Gradient Capital Advisors LLC81,579$4.27M1.4%+5.1%0.020%
5/5/2025Hollencrest Capital Management56,397$2.95M0.1%-4.8%0.014%
5/2/2025Graypoint LLC438,642$22.97M1.4%+25.0%0.109%
5/2/2025Whittier Trust Co. of Nevada Inc.7,125$373K0.0%-4.2%0.002%
5/2/2025Whittier Trust Co.59,209$3.10M0.0%-7.2%0.015%
5/2/2025Graybill Wealth Management LTD.85,334$4.47M1.5%N/A0.021%
5/2/2025United Community Bank34,133$1.79M0.7%-25.8%0.008%
5/1/2025FDx Advisors Inc.34,873$1.83M0.6%-6.1%0.009%
5/1/2025BankPlus Trust Department14,184$743K0.2%+5.8%0.004%
4/30/2025DMC 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%
4/30/2025Leavell 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%
4/29/2025TD 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%
4/29/2025Wayfinding Financial LLC1,617$84K0.0%N/A0.000%
4/29/2025Olde Wealth Management LLC1,313$68K0.0%N/A0.000%
4/28/2025Meritage Portfolio Management180,889$9.47M0.6%-2.6%0.045%
4/28/2025Buffington Mohr McNeal59,239$3.10M0.6%-8.6%0.015%
4/28/2025Private Trust Co. NA5,045$264K0.0%-33.4%0.001%
4/28/2025New South Capital Management Inc.65,613$3.44M0.2%-2.5%0.016%
4/28/2025Money Design Co. Ltd.669,063$35.04M1.7%-45.5%0.166%
4/25/2025Argent Advisors Inc.28,417$1.49M0.5%-46.2%0.007%
4/25/2025Sumitomo Mitsui Trust Group Inc.915,800$47.96M0.0%+119.5%0.227%
4/24/2025Crescent Grove Advisors LLC88,381$4.63M0.5%+3.7%0.022%
4/24/2025Mascoma Wealth Management LLC4,052$212K0.1%-19.7%0.001%
4/24/2025Bull Street Advisors LLC82,530$4.32M2.1%-2.4%0.020%
4/24/2025Jaffetilchin Investment Partners LLC8,487$444K0.0%N/A0.002%
4/24/2025 Klaas Financial Asset Advisors LLC950,228$49.76M8.6%+0.4%0.235%
4/24/2025Bartlett & CO. Wealth Management LLC650,747$34.08M0.5%+3.4%0.161%
4/24/2025Transcend Capital Advisors LLC11,463$600K0.0%+27.0%0.003%
4/24/2025Park Place Capital Corp4,802$251K0.1%-20.7%0.001%
4/23/2025Alpine Bank Wealth Management1,720$90K0.0%N/A0.000%
4/23/2025Bessemer Group Inc.17,545$919K0.0%-4.7%0.004%
4/22/2025Diversified Portfolios Inc.104,552$5.48M0.6%-1.1%0.026%
4/22/2025Cambridge Investment Research Advisors Inc.177,557$9.30M0.0%+22.3%0.044%
4/22/2025Innealta Capital LLC6,823$357K0.2%-8.5%0.002%
4/22/2025First PREMIER Bank1,709$90K0.0%-20.1%0.000%
4/21/2025 Heartwood Wealth Advisors LLC6,216$326K0.0%N/A0.002%
4/21/2025Janney Capital Management LLC7,880$413K0.0%-6.0%0.002%
4/21/2025Community Bank N.A.1,520$80K0.0%-20.0%0.000%
4/21/2025Kingswood Wealth Advisors LLC34,480$1.80M0.1%+69.9%0.009%
4/17/2025NBT Bank N A NY253,736$13.29M1.0%-2.4%0.062%
4/17/2025Janney Montgomery Scott LLC675,488$35.38M0.1%+4.0%0.165%
4/16/2025Capital Investment Services of America Inc.129,132$6.76M0.7%-0.6%0.032%
This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (Ad)

Obscure Metal More Valuable than Gold and Bitcoin… COMBINED? This strange "AI Metal" holds the key to the $100 trillion AI boom. Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world. And you won't believe what he uncovered.

Click here to see the details because this could be the biggest tech story of this decade.
4/16/2025Parkside Investments LLC1,044,086$54.68M8.0%+31.0%0.256%
4/15/2025First United Bank & Trust7,572$397K0.1%-8.1%0.002%
4/15/2025Curbstone Financial Management Corp64,440$3.38M0.7%-10.1%0.016%
4/15/2025Sanibel Captiva Trust Company Inc.5,000$262K0.0%N/A0.001%
4/14/2025Farther Finance Advisors LLC9,563$499K0.0%-26.3%0.002%
4/14/2025NewSquare Capital LLC641,761$33.61M2.7%+1.8%0.157%
4/14/2025Tilia Fiduciary Partners Inc.40,588$2.13M1.4%+7.5%0.010%
4/14/2025 Bank of New Hampshire690$36K0.0%N/A0.000%
4/14/2025 Sunflower Bank N.A.3,830$201K0.1%N/A0.001%
4/11/2025Princeton Global Asset Management LLC50,487$2.64M0.5%+6.1%0.012%
(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, 257 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), Captrust Financial Advisors ($852.12K), Bank of New York Mellon Corp ($722.21K), and Parkside Investments LLC ($706.47K).

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

Institutional investors have bought a total of 18,701,920 shares in the last 24 months. This purchase volume represents approximately $969.69M in transactions.

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

Of the 108 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), Money Design Co. Ltd. ($559.20K), American Family Investments Inc. ($485.54K), One Capital Management LLC ($403.28K), Boyd Watterson Asset Management LLC OH ($391.27K), and Bank of New York Mellon Corp ($289.74K).

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

Institutional investors have sold a total of 10,127,687 shares in the last 24 months. This volume of shares sold represents approximately $529.02M in transactions.



This page (NASDAQ:IGSB) was last updated on 7/12/2025 by MarketBeat.com Staff
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