Free Trial
→ Trump’s treachery (From Porter & Company) (Ad) Buy IGEB Stock  Free IGEB Stock Alerts

iShares Investment Grade Bond Factor ETF (IGEB) Institutional Ownership

iShares Investment Grade Bond Factor ETF logo
$44.30 +0.51 (+1.17%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$44.30 +0.01 (+0.02%)
As of 04/17/2025 04:05 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.
Compare

Institutional Ownership Changes (13F Filings) for iShares Investment Grade Bond Factor ETF (BATS:IGEB)

Number of
Institutional Buyers
(last 12 months)
179
Total
Institutional Inflows
(last 12 months)
$801.41M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$538.04M
Get IGEB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Investment Grade Bond Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IGEB Institutional Buying and Selling by Quarter

iShares Investment Grade Bond Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Tennessee Valley Asset Management Partners63,896$2.88M0.5%+7.0%0.263%
4/17/2025 Sagespring Wealth Partners LLC22,089$994K0.0%+19.9%0.091%
4/17/2025 Janney Montgomery Scott LLC517,705$23.30M0.1%+32.1%2.130%
4/17/2025 Cyndeo Wealth Partners LLC13,168$593K0.0%+14.8%0.054%
4/17/2025 Exchange Traded Concepts LLC184,991$8.33M0.1%-14.1%0.761%
4/17/2025 Dohj LLC83,283$3.75M0.9%+23.9%0.343%
4/17/2025 Cliftonlarsonallen Wealth Advisors LLC611,374$27.52M0.5%N/A2.516%
4/15/2025 Two West Capital Advisors LLC20,101$877K0.7%+23.8%0.083%
4/15/2025 Ameliora Wealth Management Ltd.521,558$23.48M8.8%+4.7%2.146%
4/14/2025 Farther Finance Advisors LLC37,040$1.66M0.0%+54.8%0.152%
4/14/2025 Park Avenue Securities LLC79,224$3.57M0.0%+32.0%0.326%
4/11/2025 Hoese & Co LLP55,679$2.51M2.2%+2.6%0.229%
4/10/2025 Breakwater Capital Group87,018$3.92M0.7%+52.6%0.358%
4/10/2025 Fermata Advisors LLC38,911$1.75M0.3%+125.9%0.160%
4/10/2025 Accel Wealth Management64,237$2.89M1.0%+20.3%0.264%
4/10/2025 Hennion & Walsh Asset Management Inc.1,131,051$50.91M2.3%+3.7%4.655%
4/9/2025 RFG Advisory LLC22,208$1M0.0%+74.7%0.091%
4/9/2025 Merit Financial Group LLC192,141$8.65M0.1%+1,236.8%0.791%
4/8/2025 Parallel Advisors LLC66,868$3.01M0.1%-86.1%0.274%
4/2/2025 Waller Financial Planning Group Inc.488,616$21.99M6.2%-2.9%2.003%
2/25/2025 Integrated Advisors Network LLC12,105$537K0.0%-4.0%0.080%
2/24/2025Liberty Square Wealth Partners LLC4,805$215K0.1%N/A0.032%
2/24/2025Ameriflex Group Inc.2,880$128K0.1%N/A0.019%
2/21/2025Ascent Group LLC23,447$1.04M0.1%-49.5%0.155%
2/19/2025WCG Wealth Advisors LLC12,154$539K0.0%+2.4%0.080%
2/17/2025Sentinus LLC10,396$461K0.1%-92.1%0.069%
2/17/2025Snowden Capital Advisors LLC8,449$375K0.0%-44.0%0.056%
2/17/2025Royal Bank of Canada361,842$16.05M0.0%+0.9%2.388%
2/17/2025Eagle Global Advisors LLC11,900$528K0.0%+128.8%0.079%
2/17/2025Cetera Investment Advisers159,975$7.10M0.0%-71.8%1.056%
2/17/2025Citadel Advisors LLC602,010$26.71M0.0%N/A3.974%
2/17/2025Bank of America Corp DE545,307$24.19M0.0%-36.4%3.599%
2/17/2025Ameriprise Financial Inc.782,069$34.69M0.0%-9.8%5.162%
2/14/2025Mercer Global Advisors Inc. ADV325,852$14.46M0.0%-0.5%2.151%
2/14/2025Jane Street Group LLC17,822$791K0.0%N/A0.118%
2/14/2025Comerica Bank4,112$182K0.0%-51.1%0.027%
2/14/2025Betterment LLC481,661$21.37M0.1%+22.8%3.179%
2/14/2025Capital Analysts LLC1,733$77K0.0%-82.1%0.011%
2/14/2025IHT Wealth Management LLC108,450$4.81M0.2%-82.0%0.716%
2/14/2025Stifel Financial Corp115,396$5.12M0.0%-51.0%0.762%
My prediction is coming true (Ad)

We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by using a secret we tested against every horrible thing that's happened to our financial system since 1991.

Overall, this secret works with 83% backtested accuracy.
2/14/2025OneDigital Investment Advisors LLC531,433$23.57M0.3%+19.6%3.508%
2/14/2025TD Waterhouse Canada Inc.109,984$4.88M0.0%N/A0.726%
2/14/2025MML Investors Services LLC443,500$19.67M0.1%-32.7%2.927%
2/14/2025Concourse Financial Group Securities Inc.1,070$48K0.0%-96.5%0.007%
2/13/2025NewEdge Advisors LLC22,941$1.02M0.0%-88.8%0.151%
2/13/2025United Capital Financial Advisors LLC252,561$11.20M0.1%-46.0%1.667%
2/13/2025Mariner LLC7,913$351K0.0%-64.0%0.052%
2/13/2025 Sagespring Wealth Partners LLC18,425$817K0.0%N/A0.122%
2/13/2025Rockefeller Capital Management L.P.10,107$448K0.0%N/A0.067%
2/13/2025Concorde Asset Management LLC5,660$251K0.1%-4.7%0.037%
2/13/2025 Glass Jacobson Investment Advisors llc1,730$77K0.0%+222.8%0.011%
2/13/2025Advisory Services Network LLC44,994$2.00M0.0%-7.4%0.297%
2/13/2025Cerity Partners LLC19,740$876K0.0%N/A0.130%
2/13/2025Peapack Gladstone Financial Corp39,480$1.75M0.0%+480.6%0.261%
2/13/2025Envestnet Asset Management Inc.1,503,674$66.70M0.0%-77.3%9.925%
2/13/2025Wells Fargo & Company MN2,177$97K0.0%+1,243.8%0.014%
2/12/2025World Investment Advisors19,069$846K0.0%-32.3%0.126%
2/12/2025National Bank of Canada FI13,926$618K0.0%+16.6%0.092%
2/12/2025Vertex Planning Partners LLC10,082$447K0.1%+5.3%0.067%
2/12/2025JPMorgan Chase & Co.93,076$4.13M0.0%-86.2%0.614%
2/11/2025Twin City Private Wealth LLC3,623$161K0.1%-15.4%0.024%
2/11/2025LPL Financial LLC1,319,131$58.52M0.0%-40.2%8.707%
2/11/20251620 Investment Advisors Inc.13,743$610K0.5%+12.2%0.091%
2/11/2025Certus Wealth Management LLC5,078$226K0.2%-35.7%0.034%
2/11/2025FreeGulliver LLC51,086$2.27M1.1%+12.2%0.337%
2/10/2025Axxcess Wealth Management LLC10,164$451K0.0%-2.6%0.067%
2/10/2025 Parallel Advisors LLC481,882$21.38M0.5%+8.3%3.181%
2/10/2025Harbour Investments Inc.79,050$3.51M0.1%+45.7%0.522%
2/10/2025Envestnet Portfolio Solutions Inc.56,720$2.52M0.0%-93.1%0.374%
2/10/2025Tidemark LLC45,737$2.03M0.8%+12.7%0.302%
2/10/2025Commonwealth Equity Services LLC44,871$1.99M0.0%+44.0%0.296%
2/10/2025DecisionMap Wealth Management LLC5,405$240K0.2%N/A0.036%
2/10/2025Avantax Advisory Services Inc.5,162$229K0.0%-86.6%0.034%
2/10/2025 Farther Finance Advisors LLC23,928$1.06M0.0%-14.0%0.158%
2/7/2025New England Private Wealth Advisors LLC6,512$289K0.0%N/A0.043%
2/7/2025PNC Financial Services Group Inc.4,375$194K0.0%+43.8%0.029%
2/6/2025Raymond James Financial Inc.197,000$8.74M0.0%N/A1.300%
2/6/2025Atria Investments Inc32,483$1.44M0.0%-48.6%0.214%
2/6/2025 Pinion Investment Advisors LLC6,524$289K0.1%N/A0.043%
2/6/2025TSA Wealth Managment LLC6,222$276K0.1%-89.0%0.041%
2/6/2025Steward Partners Investment Advisory LLC41,054$1.82M0.0%-23.5%0.271%
2/6/2025Shared Vision Wealth Group LLC33,037$1.47M0.8%-41.5%0.218%
2/6/2025 Keystone Wealth Services LLC25,313$1.12M0.3%N/A0.167%
2/5/2025BlueStem Wealth Partners LLC297,177$13.18M1.7%N/A1.962%
2/5/2025Spectrum Wealth Counsel LLC5,771$256K0.0%-68.8%0.038%
2/5/2025WR Wealth Planners LLC753$33K0.0%-50.2%0.005%
2/5/2025Dynasty Wealth Management LLC36,516$1.62M0.0%-40.2%0.241%
2/5/2025Convergence Financial LLC29,359$1.30M0.3%+8.9%0.194%
2/4/2025CPA Asset Management LLC112,957$5.01M2.3%+56.7%0.746%
2/4/2025Bank of New York Mellon Corp119,182$5.29M0.0%-65.2%0.787%
My prediction is coming true (Ad)

We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by using a secret we tested against every horrible thing that's happened to our financial system since 1991.

Overall, this secret works with 83% backtested accuracy.
2/4/2025IFP Advisors Inc45,551$2.02M0.1%+249.2%0.301%
2/4/2025Midwest Capital Advisors LLC2,435$108K0.1%N/A0.016%
2/3/2025First Horizon Advisors Inc.5,916$262K0.0%-53.6%0.039%
2/3/2025Sigma Planning Corp33,963$1.51M0.0%-14.0%0.224%
2/3/2025Able Wealth Management LLC4,976$221K0.1%N/A0.033%
2/3/2025Private Advisor Group LLC283,641$12.58M0.1%+8.7%1.872%
1/31/2025Systelligence LLC90,803$4.03M1.0%+5.7%0.599%
1/31/2025Keystone Financial Services9,724$431K0.2%-18.1%0.064%
1/30/2025Copperleaf Capital LLC23,007$1.02M0.6%N/A0.152%
1/30/2025Principal Securities Inc.2,919$129K0.0%+207.6%0.019%
(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, 214 institutional investors and hedge funds held shares of iShares Investment Grade Bond Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($66.70M), State of New Jersey Common Pension Fund D ($66.08M), LPL Financial LLC ($58.52M), Hennion & Walsh Asset Management Inc. ($50.91M), CWM LLC ($45.86M), Stratos Investment Management LLC ($37.06M), and Ameriprise Financial Inc. ($34.69M).Learn more on IGEB's institutional investors.

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

Of the 194 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), Cliftonlarsonallen Wealth Advisors LLC ($611.37K), and Citadel Advisors LLC ($602.01K).

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

Institutional investors have bought a total of 19,571,865 shares in the last 24 months. This purchase volume represents approximately $875.36M in transactions.

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

Of the 87 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: Envestnet Asset Management Inc. ($5.13M), LPL Financial LLC ($886.96K), Envestnet Portfolio Solutions Inc. ($767.24K), JPMorgan Chase & Co. ($649.44K), CWM LLC ($547.10K), IHT Wealth Management LLC ($493.11K), and OneDigital Investment Advisors LLC ($430.25K).

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

Institutional investors have sold a total of 12,946,855 shares in the last 24 months. This volume of shares sold represents approximately $576.61M in transactions.


Related Companies

This page (BATS:IGEB) was last updated on 4/20/2025 by MarketBeat.com Staff
From Our Partners
My prediction is coming true
We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...
InvestorPlace | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
The real reason gold is soaring (and likely to continue)
Trump’s Policies Are Fueling a Gold Boom—Here’s Your Chance to Profit Donald Trump’s bold policies are driv...
Golden Portfolio | Sponsored
Elon Reveals Why There Soon Won’t Be Any Money For Social Security
Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a te...
Colonial Metals | Sponsored
The first casualty of the 2025 trade war
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now
Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...
Behind the Markets | Sponsored
Claim Your FREE Protection Guide
In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...
American Alternative | Sponsored