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iShares Investment Grade Bond Factor ETF (IGEB) Institutional Ownership

iShares Investment Grade Bond Factor ETF logo
$44.82 +1.04 (+2.38%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$44.81 -0.01 (-0.03%)
As of 02/21/2025 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 Investment Grade Bond Factor ETF (BATS:IGEB)

Number of
Institutional Buyers
(last 12 months)
177
Total
Institutional Inflows
(last 12 months)
$754.30M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$517.37M
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IGEB Institutional Buying and Selling by Quarter

iShares Investment Grade Bond Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Ascent Group LLC23,447$1.04M0.1%-49.5%0.155%
2/19/2025 WCG Wealth Advisors LLC12,154$539K0.0%+2.4%0.080%
2/17/2025 Sentinus LLC10,396$461K0.1%-92.1%0.069%
2/17/2025 Snowden Capital Advisors LLC8,449$375K0.0%-44.0%0.056%
2/17/2025 Royal Bank of Canada361,842$16.05M0.0%+0.9%2.388%
2/17/2025 Eagle Global Advisors LLC11,900$528K0.0%+128.8%0.079%
2/17/2025 Cetera Investment Advisers159,975$7.10M0.0%-71.8%1.056%
2/17/2025 Citadel Advisors LLC602,010$26.71M0.0%N/A3.974%
2/17/2025 Bank of America Corp DE545,307$24.19M0.0%-36.4%3.599%
2/17/2025 Ameriprise Financial Inc.782,069$34.69M0.0%-9.8%5.162%
2/14/2025 Mercer Global Advisors Inc. ADV325,852$14.46M0.0%-0.5%2.151%
2/14/2025 Jane Street Group LLC17,822$791K0.0%N/A0.118%
2/14/2025 Comerica Bank4,112$182K0.0%-51.1%0.027%
2/14/2025 Betterment LLC481,661$21.37M0.1%+22.8%3.179%
2/14/2025 Capital Analysts LLC1,733$77K0.0%-82.1%0.011%
2/14/2025 IHT Wealth Management LLC108,450$4.81M0.2%-82.0%0.716%
2/14/2025 Stifel Financial Corp115,396$5.12M0.0%-51.0%0.762%
2/14/2025 OneDigital Investment Advisors LLC531,433$23.57M0.3%+19.6%3.508%
2/14/2025 TD Waterhouse Canada Inc.109,984$4.88M0.0%N/A0.726%
2/14/2025 MML Investors Services LLC443,500$19.67M0.1%-32.7%2.927%
2/14/2025 Concourse Financial Group Securities Inc.1,070$48K0.0%-96.5%0.007%
2/13/2025 NewEdge Advisors LLC22,941$1.02M0.0%-88.8%0.151%
2/13/2025 United Capital Financial Advisors LLC252,561$11.20M0.1%-46.0%1.667%
2/13/2025 Mariner LLC7,913$351K0.0%-64.0%0.052%
2/13/2025 Sagespring Wealth Partners LLC18,425$817K0.0%N/A0.122%
2/13/2025 Rockefeller Capital Management L.P.10,107$448K0.0%N/A0.067%
2/13/2025 Concorde 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%
2/13/2025 Advisory Services Network LLC44,994$2.00M0.0%-7.4%0.297%
2/13/2025 Cerity Partners LLC19,740$876K0.0%N/A0.130%
2/13/2025 Peapack Gladstone Financial Corp39,480$1.75M0.0%+480.6%0.261%
2/13/2025 Envestnet Asset Management Inc.1,503,674$66.70M0.0%-77.3%9.925%
2/13/2025 Wells Fargo & Company MN2,177$97K0.0%+1,243.8%0.014%
2/12/2025 World Investment Advisors19,069$846K0.0%-32.3%0.126%
2/12/2025 National Bank of Canada FI13,926$618K0.0%+16.6%0.092%
2/12/2025 Vertex Planning Partners LLC10,082$447K0.1%+5.3%0.067%
2/12/2025 JPMorgan Chase & Co.93,076$4.13M0.0%-86.2%0.614%
2/11/2025 Twin City Private Wealth LLC3,623$161K0.1%-15.4%0.024%
2/11/2025 LPL Financial LLC1,319,131$58.52M0.0%-40.2%8.707%
2/11/2025 1620 Investment Advisors Inc.13,743$610K0.5%+12.2%0.091%
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2/11/2025 Certus Wealth Management LLC5,078$226K0.2%-35.7%0.034%
2/11/2025 FreeGulliver LLC51,086$2.27M1.1%+12.2%0.337%
2/10/2025 Axxcess Wealth Management LLC10,164$451K0.0%-2.6%0.067%
2/10/2025 Parallel Advisors LLC481,882$21.38M0.5%+8.3%3.181%
2/10/2025 Harbour Investments Inc.79,050$3.51M0.1%+45.7%0.522%
2/10/2025 Envestnet Portfolio Solutions Inc.56,720$2.52M0.0%-93.1%0.374%
2/10/2025 Tidemark LLC45,737$2.03M0.8%+12.7%0.302%
2/10/2025 Commonwealth Equity Services LLC44,871$1.99M0.0%+44.0%0.296%
2/10/2025 DecisionMap Wealth Management LLC5,405$240K0.2%N/A0.036%
2/10/2025 Avantax 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%
2/7/2025 New England Private Wealth Advisors LLC6,512$289K0.0%N/A0.043%
2/7/2025 PNC Financial Services Group Inc.4,375$194K0.0%+43.8%0.029%
2/6/2025 Raymond James Financial Inc.197,000$8.74M0.0%N/A1.300%
2/6/2025 Atria Investments Inc32,483$1.44M0.0%-48.6%0.214%
2/6/2025 Pinion Investment Advisors LLC6,524$289K0.1%N/A0.043%
2/6/2025 TSA Wealth Managment LLC6,222$276K0.1%-89.0%0.041%
2/6/2025 Steward Partners Investment Advisory LLC41,054$1.82M0.0%-23.5%0.271%
2/6/2025 Shared 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%
2/5/2025 BlueStem Wealth Partners LLC297,177$13.18M1.7%N/A1.962%
2/5/2025 Spectrum Wealth Counsel LLC5,771$256K0.0%-68.8%0.038%
2/5/2025 WR Wealth Planners LLC753$33K0.0%-50.2%0.005%
2/5/2025 Dynasty Wealth Management LLC36,516$1.62M0.0%-40.2%0.241%
2/5/2025 Convergence Financial LLC29,359$1.30M0.3%+8.9%0.194%
2/4/2025 CPA Asset Management LLC112,957$5.01M2.3%+56.7%0.746%
2/4/2025 Bank of New York Mellon Corp119,182$5.29M0.0%-65.2%0.787%
2/4/2025 IFP Advisors Inc45,551$2.02M0.1%+249.2%0.301%
2/4/2025 Midwest Capital Advisors LLC2,435$108K0.1%N/A0.016%
2/3/2025 First Horizon Advisors Inc.5,916$262K0.0%-53.6%0.039%
2/3/2025 Sigma Planning Corp33,963$1.51M0.0%-14.0%0.224%
2/3/2025 Able Wealth Management LLC4,976$221K0.1%N/A0.033%
2/3/2025 Private Advisor Group LLC283,641$12.58M0.1%+8.7%1.872%
1/31/2025 Systelligence LLC90,803$4.03M1.0%+5.7%0.599%
1/31/2025 Keystone Financial Services9,724$431K0.2%-18.1%0.064%
1/30/2025 Copperleaf Capital LLC23,007$1.02M0.6%N/A0.152%
1/30/2025 Principal Securities Inc.2,919$129K0.0%+207.6%0.019%
1/30/2025 Centerpoint Advisory Group16,036$711K0.7%N/A0.106%
1/30/2025 Nations Financial Group Inc. IA ADV16,376$726K0.1%+58.5%0.108%
1/30/2025 DORVAL Corp199,885$8.87M3.5%+5.6%1.319%
1/29/2025 Leavell Investment Management Inc.6,175$274K0.0%-36.2%0.041%
1/29/2025 Collier Financial17,042$756K0.7%N/A0.112%
1/29/2025 Sovran Advisors LLC16,581$726K0.1%N/A0.109%
1/28/2025 Apollon Wealth Management LLC19,876$882K0.0%+25.7%0.131%
1/28/2025 Ameliora Wealth Management Ltd.497,995$22.09M8.3%+0.1%3.287%
1/27/2025 Silver Oak Securities Incorporated28,428$1.26M0.1%N/A0.188%
1/27/2025 Lion Street Advisors LLC15,622$693K0.2%-3.1%0.103%
1/27/2025 Spirit of America Management Corp NY5,563$247K0.1%-6.8%0.037%
1/27/2025 Stratos Investment Management LLC835,460$37.06M2.2%+42.4%5.515%
1/24/2025 Horst & Graben Wealth Management LLC10,140$450K0.1%-76.6%0.067%
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1/24/2025 Lunt Capital Management Inc.57,668$2.56M1.0%N/A0.381%
1/24/2025 MA Private Wealth21,802$967K0.2%-4.8%0.144%
1/24/2025 Dohj LLC67,214$2.98M0.7%+26.2%0.444%
1/23/2025 Swmg LLC28,108$1.25M0.5%+13.9%0.186%
1/23/2025 SteelPeak Wealth LLC8,430$374K0.0%-89.9%0.056%
1/22/2025 Forte Asset Management LLC22,385$993K0.5%-67.7%0.148%
1/22/2025 Buffington Mohr McNeal36,500$1.62M0.3%+6.5%0.241%
1/22/2025 Altus Wealth Management LLC41,778$1.85M0.8%+6.0%0.276%
1/22/2025 Tennessee Valley Asset Management Partners59,740$2.65M0.4%-1.2%0.394%
1/21/2025 Patton Albertson Miller Group LLC32,756$1.45M0.2%+114.7%0.216%
(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, 210 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. ($48.40M), 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 190 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), Citadel Advisors LLC ($602.01K), and Cetera Investment Advisers ($512.46K).

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

Institutional investors have bought a total of 18,910,163 shares in the last 24 months. This purchase volume represents approximately $845.46M in transactions.

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

Of the 84 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 12,496,516 shares in the last 24 months. This volume of shares sold represents approximately $556.35M in transactions.



This page (BATS:IGEB) was last updated on 2/22/2025 by MarketBeat.com Staff
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