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iShares Investment Grade Bond Factor ETF (IGEB) Institutional Ownership

iShares Investment Grade Bond Factor ETF logo
$44.48 +0.70 (+1.60%)
As of 03:59 PM Eastern
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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)
150
Total
Institutional Inflows
(last 12 months)
$684.32M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$73.84M
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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
1/21/2025Patton Albertson Miller Group LLC32,756$1.45M0.2%+114.7%0.216%
1/21/2025CFS Investment Advisory Services LLC5,478$243K0.0%-88.6%0.036%
1/21/2025Cyndeo Wealth Partners LLC11,469$509K0.0%-44.0%0.076%
1/21/2025Geneos Wealth Management Inc.163,019$7.23M0.3%+40.7%1.076%
1/21/2025Accel Wealth Management53,406$2.37M0.9%+7.8%0.353%
1/21/2025Exchange Traded Concepts LLC215,375$9.55M0.2%N/A1.422%
1/21/2025RFG Advisory LLC12,711$564K0.0%-34.1%0.084%
1/21/2025McGlone Suttner Wealth Management Inc.252,863$11.22M1.9%+40.2%1.669%
1/17/2025 Janney Montgomery Scott LLC392,025$17.39M0.0%-38.7%2.588%
1/17/2025 Investment Advisory Group LLC7,644$339K0.1%+61.5%0.050%
1/17/2025 ADE LLC8,581$381K0.2%+46.7%0.057%
1/16/2025 Hoese & Co LLP54,275$2.41M2.1%+42.4%0.358%
1/15/2025 Arkadios Wealth Advisors5,992$266K0.0%-20.7%0.040%
1/15/2025 Merit Financial Group LLC14,373$638K0.0%+176.5%0.095%
1/15/2025 Fermata Advisors LLC17,223$764K0.1%+77.2%0.114%
1/15/2025 Hennion & Walsh Asset Management Inc.1,091,067$48.40M2.2%+16.2%7.202%
1/14/2025 Park Avenue Securities LLC60,039$2.66M0.0%-82.3%0.396%
1/14/2025 Breakwater Capital Group57,027$2.53M0.5%+32.6%0.376%
1/13/2025 AdvisorNet Financial Inc553$25K0.0%-33.4%0.004%
1/10/2025 ORG Partners LLC43,459$1.93M0.3%-0.7%0.287%
1/3/2025 Waller Financial Planning Group Inc.503,315$22.33M5.6%+3.3%3.322%
12/26/2024JPMorgan Chase & Co.674,795$31.36M0.0%-9.1%4.454%
12/13/2024B. Riley Wealth Advisors Inc.10,030$465K0.0%-17.4%0.066%
11/26/2024Peapack Gladstone Financial Corp6,800$316K0.0%+23.6%0.045%
11/25/2024Wilmington Savings Fund Society FSB564$26K0.0%N/A0.004%
11/25/2024World Investment Advisors LLC28,184$1.31M0.0%+350.9%0.186%
11/19/2024Invst LLC23,659$1.10M0.1%-20.0%0.156%
11/18/2024Arete Wealth Advisors LLC5,318$247K0.0%-21.3%0.035%
11/18/2024Coldstream Capital Management Inc.5,355$249K0.0%+4.8%0.035%
11/15/2024High Falls Advisors Inc33,715$1.57M0.4%+2.9%0.223%
11/15/2024MML Investors Services LLC659,064$30.63M0.1%+8.2%4.350%
11/15/2024Orion Portfolio Solutions LLC21,973$1.02M0.0%-15.1%0.145%
11/15/2024World Investment Advisors LLC953,498$44.31M0.2%+15,153.5%6.294%
11/15/2024National Bank of Canada FI11,940$555K0.0%+6.3%0.079%
11/15/2024Stifel Financial Corp235,643$10.95M0.0%+8.3%1.555%
11/15/2024Swmg LLC24,686$1.11M0.5%+5.7%0.163%
11/15/2024IHT Wealth Management LLC601,561$27.95M0.8%+48.9%3.971%
11/15/2024HighTower Advisors LLC16,919$785K0.0%+33.0%0.112%
11/15/2024Ascent Group LLC46,397$2.16M0.2%+12.4%0.306%
11/14/2024Icon Wealth Advisors LLC33,186$1.54M0.1%-0.7%0.219%
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11/14/2024Stone House Investment Management LLC16,243$755K0.2%+10.4%0.107%
11/14/2024True Vision MN LLC28,034$1.30M0.8%+2.8%0.185%
11/14/2024CreativeOne Wealth LLC124,328$5.78M0.2%+131.6%0.821%
11/13/2024FMR LLC929$43K0.0%+46,350.0%0.006%
11/13/2024Patton Albertson Miller Group LLC15,254$709K0.1%N/A0.101%
11/12/2024Nwam LLC30,833$1.43M0.1%N/A0.204%
11/12/2024Icon Wealth Advisors LLC1,020$47K0.0%-96.9%0.007%
11/12/2024CFS Investment Advisory Services LLC48,139$2.24M0.2%+7.8%0.318%
11/12/2024Concorde Asset Management LLC5,937$276K0.2%N/A0.039%
11/9/2024LPL Financial LLC2,206,094$102.52M0.0%+3.5%14.562%
11/8/2024First Horizon Advisors Inc.12,754$593K0.0%+56.6%0.084%
11/7/2024Vertex Planning Partners LLC9,578$445K0.1%+6.1%0.063%
11/7/2024Tidemark LLC40,572$1.89M0.8%+4.9%0.268%
11/7/2024Pettinga Financial Advisors LLC7,927$368K0.1%+17.4%0.052%
11/7/2024Thrivent Financial for Lutherans47,300$2.20M0.0%+113.0%0.312%
11/6/2024TSA Wealth Managment LLC56,794$2.64M1.1%+9.1%0.375%
11/6/2024OneDigital Investment Advisors LLC444,324$20.65M0.2%-49.2%2.933%
11/5/2024First Heartland Consultants Inc.6,139$285K0.0%N/A0.041%
11/5/2024Systelligence LLC85,872$3.99M1.0%-8.2%0.567%
11/5/2024Verus Capital Partners LLC7,521$349K0.0%+29.4%0.050%
11/5/2024Harbour Investments Inc.54,250$2.52M0.1%+25.4%0.358%
11/5/2024Apollon Wealth Management LLC15,817$735K0.0%-6.4%0.104%
11/5/2024Keystone Financial Services11,867$551K0.2%-2.8%0.078%
11/5/2024Nations Financial Group Inc. IA ADV10,335$480K0.0%-9.4%0.068%
11/4/2024State of New Jersey Common Pension Fund D1,421,932$66.08M0.3%+21.3%9.386%
11/4/2024Axxcess Wealth Management LLC10,438$485K0.0%+29.7%0.069%
11/4/2024Liberty Wealth Management LLC31,376$1.46M0.2%-18.0%0.207%
11/4/2024Sigma Planning Corp39,470$1.83M0.1%+4.5%0.261%
11/1/2024Atria Investments Inc63,217$2.94M0.0%+6.0%0.417%
11/1/2024Assetmark Inc.622$29K0.0%N/A0.004%
11/1/2024Leavell Investment Management Inc.9,675$450K0.0%N/A0.064%
11/1/2024Advocacy Wealth Management Services LLC6,248$290K0.0%N/A0.041%
10/31/2024JB Capital LLC16,058$746K0.0%-4.0%0.106%
10/30/2024Alterna 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%
10/29/2024Farther Finance Advisors LLC27,826$1.29M0.0%+15.7%0.184%
10/28/2024Forte Asset Management LLC69,295$3.22M1.7%N/A0.457%
10/28/2024US Bancorp DE83,887$3.90M0.0%+0.6%0.554%
10/25/20241620 Investment Advisors Inc.12,245$569K0.4%+5.8%0.081%
10/25/2024SteelPeak 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%
10/25/2024Integrated Advisors Network LLC12,605$586K0.0%N/A0.083%
10/24/2024Bay Harbor Wealth Management LLC26,775$1.24M0.4%+1.2%0.177%
10/23/2024Convergence Financial LLC26,971$1.25M0.3%+13.6%0.178%
10/23/2024DORVAL Corp189,303$8.67M3.6%-12.0%1.250%
10/23/2024Pettinga Financial Advisors LLC8,272$384K0.1%+22.5%0.055%
10/23/2024Spirit 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%
10/22/2024Detalus Advisors LLC17,376$807K0.3%+50.7%0.115%
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10/22/2024Private Advisor Group LLC260,849$12.12M0.1%-14.0%1.722%
10/22/2024CPA Asset Management LLC72,090$3.35M1.6%+19.1%0.476%
10/21/2024Foundations Investment Advisors LLC125,085$5.81M0.1%+7.6%0.826%
10/21/2024Horst & Graben Wealth Management LLC43,422$2.02M0.4%+19.9%0.287%
10/21/2024Sharkey Howes & Javer47,242$2.20M0.3%+17.6%0.312%
10/21/2024Triad 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%
(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, 167 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), Hennion & Walsh Asset Management Inc. ($48.40M), CWM LLC ($45.86M), Envestnet Portfolio Solutions Inc. ($35.98M), and JPMorgan Chase & Co. ($31.36M).Learn more on IGEB's institutional investors.

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

Of the 160 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 17,239,294 shares in the last 24 months. This purchase volume represents approximately $770.63M in transactions.

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

Of the 43 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), Park Avenue Securities LLC ($291.20K), Janney Montgomery Scott LLC ($247.95K), Paragon Wealth Strategies LLC ($247.20K), McGlone Suttner Wealth Management Inc. ($81.53K), and Hennion & Walsh Asset Management Inc. ($79.83K).

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

Institutional investors have sold a total of 2,286,020 shares in the last 24 months. This volume of shares sold represents approximately $102.70M in transactions.


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This page (BATS:IGEB) was last updated on 1/21/2025 by MarketBeat.com Staff
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