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iShares Investment Grade Bond Factor ETF (IGEB) Institutional Ownership

iShares Investment Grade Bond Factor ETF logo
$44.38 +0.17 (+0.38%)
(As of 12/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Investment Grade Bond Factor ETF (BATS:IGEB)

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$669.62M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$48.37M
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IGEB Institutional Buying and Selling by Quarter

iShares Investment Grade Bond Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.10,030$465K0.0%-17.4%0.066%
11/26/2024 Peapack Gladstone Financial Corp6,800$316K0.0%+23.6%0.045%
11/25/2024 Wilmington Savings Fund Society FSB564$26K0.0%N/A0.004%
11/25/2024 World Investment Advisors LLC28,184$1.31M0.0%+350.9%0.186%
11/19/2024 Invst LLC23,659$1.10M0.1%-20.0%0.156%
11/18/2024 Arete Wealth Advisors LLC5,318$247K0.0%-21.3%0.035%
11/18/2024 Coldstream Capital Management Inc.5,355$249K0.0%+4.8%0.035%
11/15/2024 High Falls Advisors Inc33,715$1.57M0.4%+2.9%0.223%
11/15/2024 MML Investors Services LLC659,064$30.63M0.1%+8.2%4.350%
11/15/2024 Orion Portfolio Solutions LLC21,973$1.02M0.0%-15.1%0.145%
11/15/2024 World Investment Advisors LLC953,498$44.31M0.2%+15,153.5%6.294%
11/15/2024 National Bank of Canada FI11,940$555K0.0%+6.3%0.079%
11/15/2024 Stifel Financial Corp235,643$10.95M0.0%+8.3%1.555%
11/15/2024 Swmg LLC24,686$1.11M0.5%+5.7%0.163%
11/15/2024 IHT Wealth Management LLC601,561$27.95M0.8%+48.9%3.971%
11/15/2024 HighTower Advisors LLC16,919$785K0.0%+33.0%0.112%
11/15/2024 Ascent Group LLC46,397$2.16M0.2%+12.4%0.306%
11/14/2024 Icon Wealth Advisors LLC33,186$1.54M0.1%-0.7%0.219%
11/14/2024 Stone House Investment Management LLC16,243$755K0.2%+10.4%0.107%
11/14/2024 True Vision MN LLC28,034$1.30M0.8%+2.8%0.185%
11/14/2024 CreativeOne Wealth LLC124,328$5.78M0.2%+131.6%0.821%
11/13/2024 FMR LLC929$43K0.0%+46,350.0%0.006%
11/13/2024 Patton Albertson Miller Group LLC15,254$709K0.1%N/A0.101%
11/12/2024 Nwam LLC30,833$1.43M0.1%N/A0.204%
11/12/2024 Icon Wealth Advisors LLC1,020$47K0.0%-96.9%0.007%
11/12/2024 CFS Investment Advisory Services LLC48,139$2.24M0.2%+7.8%0.318%
11/12/2024 Concorde Asset Management LLC5,937$276K0.2%N/A0.039%
11/9/2024 LPL Financial LLC2,206,094$102.52M0.0%+3.5%14.562%
11/8/2024 First Horizon Advisors Inc.12,754$593K0.0%+56.6%0.084%
11/7/2024 Vertex Planning Partners LLC9,578$445K0.1%+6.1%0.063%
11/7/2024 Tidemark LLC40,572$1.89M0.8%+4.9%0.268%
11/7/2024 Pettinga Financial Advisors LLC7,927$368K0.1%+17.4%0.052%
11/7/2024 Thrivent Financial for Lutherans47,300$2.20M0.0%+113.0%0.312%
11/6/2024 TSA Wealth Managment LLC56,794$2.64M1.1%+9.1%0.375%
11/6/2024 OneDigital Investment Advisors LLC444,324$20.65M0.2%-49.2%2.933%
11/5/2024 First Heartland Consultants Inc.6,139$285K0.0%N/A0.041%
11/5/2024 Systelligence LLC85,872$3.99M1.0%-8.2%0.567%
11/5/2024 Verus Capital Partners LLC7,521$349K0.0%+29.4%0.050%
11/5/2024 Harbour Investments Inc.54,250$2.52M0.1%+25.4%0.358%
11/5/2024 Apollon Wealth Management LLC15,817$735K0.0%-6.4%0.104%
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11/5/2024 Keystone Financial Services11,867$551K0.2%-2.8%0.078%
11/5/2024 Nations Financial Group Inc. IA ADV10,335$480K0.0%-9.4%0.068%
11/4/2024 State of New Jersey Common Pension Fund D1,421,932$66.08M0.3%+21.3%9.386%
11/4/2024 Axxcess Wealth Management LLC10,438$485K0.0%+29.7%0.069%
11/4/2024 Liberty Wealth Management LLC31,376$1.46M0.2%-18.0%0.207%
11/4/2024 Sigma Planning Corp39,470$1.83M0.1%+4.5%0.261%
11/1/2024 Atria Investments Inc63,217$2.94M0.0%+6.0%0.417%
11/1/2024 Assetmark Inc.622$29K0.0%N/A0.004%
11/1/2024 Leavell Investment Management Inc.9,675$450K0.0%N/A0.064%
11/1/2024 Advocacy Wealth Management Services LLC6,248$290K0.0%N/A0.041%
10/31/2024 JB Capital LLC16,058$746K0.0%-4.0%0.106%
10/30/2024 Alterna Wealth Management Inc.11,369$528K0.5%+19.4%0.075%
10/29/2024 Janney Montgomery Scott LLC639,972$29.74M0.1%+4.5%4.224%
10/29/2024 Farther Finance Advisors LLC27,826$1.29M0.0%+15.7%0.184%
10/28/2024 Forte Asset Management LLC69,295$3.22M1.7%N/A0.457%
10/28/2024 US Bancorp DE83,887$3.90M0.0%+0.6%0.554%
10/25/2024 1620 Investment Advisors Inc.12,245$569K0.4%+5.8%0.081%
10/25/2024 SteelPeak Wealth LLC83,859$3.90M0.2%+11.3%0.554%
10/25/2024 ADE LLC5,848$272K0.2%N/A0.039%
10/25/2024 Diversify Advisory Services LLC8,529$387K0.0%-36.9%0.056%
10/25/2024 Integrated Advisors Network LLC12,605$586K0.0%N/A0.083%
10/24/2024 Bay Harbor Wealth Management LLC26,775$1.24M0.4%+1.2%0.177%
10/23/2024 Convergence Financial LLC26,971$1.25M0.3%+13.6%0.178%
10/23/2024 DORVAL Corp189,303$8.67M3.6%-12.0%1.250%
10/23/2024 Pettinga Financial Advisors LLC8,272$384K0.1%+22.5%0.055%
10/23/2024 Spirit of America Management Corp NY5,971$277K0.1%-7.2%0.039%
10/23/2024 Hennion & Walsh Asset Management Inc.938,769$43.63M2.0%+9.2%6.196%
10/22/2024 Detalus Advisors LLC17,376$807K0.3%+50.7%0.115%
10/22/2024 Private Advisor Group LLC260,849$12.12M0.1%-14.0%1.722%
10/22/2024 CPA Asset Management LLC72,090$3.35M1.6%+19.1%0.476%
10/21/2024 Foundations Investment Advisors LLC125,085$5.81M0.1%+7.6%0.826%
10/21/2024 Horst & Graben Wealth Management LLC43,422$2.02M0.4%+19.9%0.287%
10/21/2024 Sharkey Howes & Javer47,242$2.20M0.3%+17.6%0.312%
10/21/2024 Triad Wealth Partners LLC30,562$1.42M0.8%N/A0.202%
10/19/2024Cyndeo Wealth Partners LLC20,464$951K0.1%+16.4%0.135%
10/18/2024Raymond James & Associates53,648$2.49M0.0%+129.9%0.354%
10/18/2024Blue Trust Inc.35,916$1.59M0.0%N/A0.237%
10/18/2024Stratos Investment Management LLC586,856$27.27M1.9%+21.0%3.874%
10/18/2024Stratos Wealth Advisors LLC10,618$493K0.0%+6.8%0.070%
10/17/2024Altus Wealth Management LLC39,412$1.83M0.9%+20.9%0.260%
10/16/2024 Buffington Mohr McNeal34,287$1.59M0.3%-21.2%0.226%
10/16/2024 Global Retirement Partners LLC32,570$1.51M0.0%+9.6%0.215%
10/16/2024 BOS Asset Management LLC8,036$373K0.1%+43.0%0.053%
10/16/2024 Tsfg LLC4,998$232K0.1%+27.6%0.033%
10/16/2024 Braun Bostich & Associates Inc.13,902$646K0.5%+10.7%0.092%
10/15/2024 Investment Advisory Group LLC4,732$220K0.1%N/A0.031%
10/11/2024 Ameliora Wealth Management Ltd.497,462$23.12M9.6%+69.6%3.284%
10/10/2024 McGlone Suttner Wealth Management Inc.180,389$8.38M1.7%+34.7%1.191%
10/10/2024 Concourse Financial Group Securities Inc.30,738$1.43M0.1%+5.1%0.203%
10/10/2024 Simplicity Wealth LLC25,332$1.18M0.1%-5.6%0.167%
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Everyone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the market in late 2022. You might think it’s way too late to invest in AI. But here’s the thing.

I urge you to watch it now.
10/9/2024 Fermata Advisors LLC9,719$452K0.1%+76.1%0.064%
10/9/2024 Hoese & Co LLP38,125$1.77M1.5%N/A0.252%
10/9/2024 Kelly Financial Services LLC86,510$4.02M1.5%-1.4%0.571%
10/8/2024 CWM LLC986,790$45.86M0.2%-2.4%6.513%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors28,960$1.35M0.1%+31.8%0.191%
10/8/2024 Brookstone Capital Management25,213$1.17M0.0%+11.6%0.166%
10/3/2024 Park Avenue Securities LLC338,607$15.74M0.2%-3.6%2.235%
10/2/2024 Waller Financial Planning Group Inc.487,437$22.65M5.6%+1.7%3.217%
8/22/2024 Cetera Investment Advisers557,939$24.75M0.1%+323.2%3.683%
8/21/2024 Truist Financial Corp79,934$3.55M0.0%N/A0.528%
(Data available from 1/1/2016 forward)

IGEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGEB shares?

During the previous two years, 163 institutional investors and hedge funds held shares of iShares Investment Grade Bond Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($287.83M), LPL Financial LLC ($102.52M), State of New Jersey Common Pension Fund D ($66.08M), CWM LLC ($45.86M), Hennion & Walsh Asset Management Inc. ($43.63M), Envestnet Portfolio Solutions Inc. ($35.98M), and MML Investors Services LLC ($30.63M).Learn more on IGEB's institutional investors.

Which institutional investors have been buying iShares Investment Grade Bond Factor ETF stock?

Of the 157 institutional investors that purchased iShares Investment Grade Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($5.31M), LPL Financial LLC ($1.47M), World Investment Advisors LLC ($969.18K), State of New Jersey Common Pension Fund D ($871.93K), Envestnet Portfolio Solutions Inc. ($811.62K), Cetera Investment Advisers ($512.46K), and Paragon Wealth Strategies LLC ($510.07K).

How much institutional buying is happening at iShares Investment Grade Bond Factor ETF?

Institutional investors have bought a total of 16,670,702 shares in the last 24 months. This purchase volume represents approximately $745.36M in transactions.

Which iShares Investment Grade Bond Factor ETF major shareholders have been selling company stock?

Of the 36 institutional investors that sold iShares Investment Grade Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($547.10K), OneDigital Investment Advisors LLC ($430.25K), Paragon Wealth Strategies LLC ($247.20K), McGlone Suttner Wealth Management Inc. ($81.53K), Hennion & Walsh Asset Management Inc. ($79.83K), RFG Advisory LLC ($47.41K), and Private Advisor Group LLC ($42.30K).

How much institutional selling is happening at iShares Investment Grade Bond Factor ETF?

Institutional investors have sold a total of 1,631,417 shares in the last 24 months. This volume of shares sold represents approximately $73.47M in transactions.


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This page (BATS:IGEB) was last updated on 12/22/2024 by MarketBeat.com Staff
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