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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
$51.79 0.00 (0.00%)
As of 01/17/2025 04:00 PM Eastern

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)
108
Total
Institutional Inflows
(last 12 months)
$257.41M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$825.32M
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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
1/17/2025 Arkansas Financial Group Inc.773,873$40.01M6.5%-2.8%0.190%
1/17/2025 Avior Wealth Management LLC218,782$11.31M0.4%-1.1%0.054%
1/17/2025 Marathon Strategic Advisors LLC8,528$441K0.5%-7.3%0.002%
1/17/2025 Janney Montgomery Scott LLC649,770$33.59M0.1%-6.8%0.160%
1/17/2025 Bartlett & CO. Wealth Management LLC629,111$32.53M0.5%+7.3%0.154%
1/17/2025 Park Place Capital Corp6,052$313K0.1%+66.9%0.001%
1/17/2025 Janney Capital Management LLC8,381$433K0.0%-3.9%0.002%
1/17/2025 Fort Washington Investment Advisors Inc. OH14,141$731K0.0%-2.8%0.003%
1/16/2025 First United Bank & Trust8,236$426K0.2%-13.8%0.002%
1/16/2025 Union Savings Bank16,792$868K0.4%+94.7%0.004%
1/16/2025 MassMutual Private Wealth & Trust FSB14,919$771K0.0%-1.9%0.004%
1/13/2025 PSI Advisors LLC481$25K0.0%+74.9%0.000%
1/13/2025 AdvisorNet Financial Inc16,100$832K0.1%-2.0%0.004%
1/13/2025 Tsfg LLC996$51K0.0%-19.7%0.000%
1/13/2025 Burns J W & Co. Inc. NY72,582$3.75M0.5%+38.6%0.018%
1/13/2025 Fiduciary Alliance LLC53,743$2.78M0.3%+5.8%0.013%
1/10/2025 Graypoint LLC350,799$18.14M1.1%+130.4%0.087%
1/10/2025 Tilia Fiduciary Partners Inc.37,745$1.95M1.3%+2.1%0.009%
1/10/2025 A. D. Beadell Investment Counsel Inc.29,900$1.55M1.3%+0.8%0.007%
1/10/2025 First International Bank & Trust43,266$2.24M0.7%+2.4%0.011%
1/10/2025 Fortitude Family Office LLC827$43K0.0%N/A0.000%
1/10/2025 Hudson Valley Investment Advisors Inc. ADV21,581$1.12M0.1%-8.5%0.005%
1/2/2025 Confluence Investment Management LLC194,307$10.05M0.1%-15.1%0.049%
12/26/2024JPMorgan Chase & Co.2,944,530$155.06M0.0%-20.6%0.736%
11/18/2024TD Private Client Wealth LLC401,020$21.12M0.6%+24.9%0.100%
11/18/2024Mittelman Wealth Management48,644$2.56M1.5%+133.3%0.012%
11/15/2024Greenwood Gearhart Inc.650,428$34.25M2.8%+2.7%0.163%
11/15/2024Continuum Advisory LLC3,397$176K0.0%+57.9%0.001%
11/15/2024Peloton Wealth Strategists11,357$598K0.2%+7.5%0.003%
11/15/2024IHT Wealth Management LLC20,670$1.09M0.0%+97.4%0.005%
11/15/2024Integrated Wealth Concepts LLC87,069$4.59M0.1%+0.3%0.022%
11/14/2024L.M. Kohn & Company17,119$901K0.2%N/A0.004%
11/14/2024Captrust Financial Advisors2,747,270$144.67M0.4%+26.5%0.687%
11/14/2024BNP Paribas13,757$724K0.0%+675.9%0.003%
11/13/2024BNP Paribas Financial Markets97,229$5.12M0.0%+112.5%0.024%
11/13/2024Private Trust Co. NA7,668$404K0.0%+197.0%0.002%
11/13/2024Davis R M Inc.159,665$8.41M0.2%-6.6%0.040%
11/13/2024Fisher Asset Management LLC7,423$391K0.0%-37.8%0.002%
11/12/2024Cahill Financial Advisors Inc.11,410$601K0.1%N/A0.003%
11/12/2024Icon Wealth Advisors LLC13,683$721K0.0%+162.9%0.003%
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11/12/2024Eagle Asset Management Inc.14,149$735K0.0%+5.4%0.004%
11/8/2024Hilton Capital Management LLC173,323$9.13M0.7%+4.2%0.043%
11/8/2024 Avior Wealth Management LLC221,150$11.65M0.5%-5.8%0.055%
11/8/2024SouthState Corp106,318$5.60M0.4%-2.2%0.027%
11/6/2024Mount Lucas Management LP14,197$748K0.3%+4.3%0.004%
11/6/2024Valley Wealth Managers Inc.751$40K0.0%-31.2%0.000%
11/5/2024Haverford Trust Co1,932,071$101.74M1.0%+2.5%0.483%
11/5/2024Prime Capital Investment Advisors LLC218,891$11.53M0.2%+21.2%0.055%
11/5/2024Mascoma Wealth Management LLC9,142$481K0.1%-24.8%0.002%
11/5/2024Sumitomo Mitsui Trust Group Inc.357,123$18.81M0.0%-33.6%0.089%
11/5/2024FDx Advisors Inc.63,333$3.34M0.9%-16.1%0.016%
11/5/2024Nations Financial Group Inc. IA ADV72,361$3.81M0.3%+7.8%0.018%
11/4/2024Kennebec Savings Bank809$43K0.0%N/A0.000%
11/4/2024Meritage Portfolio Management188,001$9.90M0.6%-1.5%0.047%
11/1/2024Able Wealth Management LLC4,887$257K0.2%-14.2%0.001%
11/1/2024Equitable Trust Co.119,061$6.27M0.4%-6.6%0.029%
11/1/2024Leavell Investment Management Inc.351,511$18.51M0.9%+18.2%0.086%
11/1/2024Hollencrest Capital Management61,021$3.21M0.1%-3.2%0.015%
10/31/2024 Confluence Investment Management LLC228,897$12.05M0.2%-35.3%0.056%
10/31/2024 Graypoint LLC152,247$8.02M0.5%+3.5%0.037%
10/30/2024Crescent Grove Advisors LLC87,122$4.59M0.5%-8.2%0.021%
10/30/2024Crestwood Advisors Group LLC188,475$9.93M0.2%-0.5%0.046%
10/30/2024Capital Investment Services of America Inc.129,742$6.83M0.7%-0.9%0.032%
10/29/2024Innealta Capital LLC8,917$470K0.2%-5.8%0.002%
10/29/2024Bear Mountain Capital Inc.23,260$1.22M0.5%-6.7%0.006%
10/29/2024Confluence Wealth Services Inc.4,125$217K0.0%-62.8%0.001%
10/29/2024 Janney Montgomery Scott LLC697,273$36.72M0.1%+2.8%0.171%
10/29/2024 Janney Capital Management LLC8,719$459K0.0%-2.2%0.002%
10/29/2024Princeton Global Asset Management LLC46,648$2.46M0.5%+8.8%0.011%
10/29/2024Farther Finance Advisors LLC11,327$596K0.0%+8.2%0.003%
10/25/20241620 Investment Advisors Inc.39,927$2.10M1.5%+3.9%0.010%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV23,586$1.24M0.1%-91.5%0.006%
10/24/2024Hunter Associates Investment Management LLC52,582$2.77M0.4%-2.9%0.013%
10/24/2024 Arkadios Wealth Advisors27,888$1.47M0.1%+3.4%0.007%
10/23/2024Burke & Herbert Bank & Trust Co.44,183$2.33M0.5%-1.2%0.011%
10/23/2024West Michigan Advisors LLC6,371$335K0.1%+4.4%0.002%
10/23/2024Klaas Financial Asset Advisors LLC935,645$49.27M8.5%+0.8%0.230%
10/23/2024Boyd Watterson Asset Management LLC OH596,664$31.42M8.6%+0.2%0.146%
10/23/2024Grey Fox Wealth Advisors LLC15,248$803K0.2%-3.5%0.004%
10/21/2024Graybill Wealth Management LTD.82,566$4.35M1.6%+3.3%0.020%
10/21/2024Plimoth Trust Co. LLC5,127$270K0.1%-4.5%0.001%
10/21/2024Whittier Trust Co.74,951$3.95M0.1%-13.7%0.018%
10/18/2024 Bartlett & CO. Wealth Management LLC586,165$30.87M0.4%+6.5%0.144%
10/17/2024Strategic Advocates LLC163,926$8.63M3.1%+61.5%0.040%
10/16/2024Buffington Mohr McNeal68,411$3.60M0.6%-8.8%0.017%
10/15/2024 First United Bank & Trust9,556$503K0.2%-2.6%0.002%
10/15/2024NBC Securities Inc.12,379$651K0.1%-7.3%0.003%
10/11/2024 Fiduciary Alliance LLC50,790$2.68M0.4%+674.4%0.013%
10/11/2024 ORG Partners LLC2,193$116K0.0%N/A0.001%
10/11/2024 Rise Advisors LLC554$29K0.0%N/A0.000%
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10/9/2024 Beaumont Financial Advisors LLC15,208$801K0.1%+4.1%0.004%
10/9/2024Money Design Co. Ltd.1,164,005$61.30M3.1%+5.0%0.287%
10/9/2024Hexagon Capital Partners LLC7,100$374K0.1%-10.4%0.002%
10/8/2024 Tilia Fiduciary Partners Inc.36,973$1.95M1.3%+5.0%0.009%
10/8/2024 First PREMIER Bank2,131$112K0.0%+283.3%0.001%
10/8/2024 Future Financial Wealth Managment LLC1,974$104K0.1%N/A0.000%
10/7/2024 Marathon Strategic Advisors LLC9,201$485K0.5%-5.8%0.002%
10/5/2024 Burns J W & Co. Inc. NY52,367$2.76M0.4%+0.8%0.013%
10/5/2024 Arkansas Financial Group Inc.796,457$41.94M6.5%-3.3%0.197%
10/3/2024Curbstone Financial Management Corp72,090$3.80M0.8%-28.5%0.018%
(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, 259 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. ($526.51M), Allstate Corp ($315.77M), NYL Investors LLC ($277.03M), SPX Gestao de Recursos Ltda ($253.82M), Assetmark Inc. ($224.65M), and JPMorgan Chase & Co. ($155.06M).Learn more on IGSB's institutional investors.

What percentage of iShares 1-5 Year Investment Grade Corporate Bond ETF stock is owned by institutional investors?

76.06% of iShares 1-5 Year Investment Grade Corporate Bond ETF 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 stock?

Of the 189 institutional investors that purchased iShares 1-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NYL Investors LLC ($8.95M), SPX Gestao de Recursos Ltda ($5.08M), JPMorgan Chase & Co. ($3.23M), Ameriprise Financial Inc. ($2.87M), Allstate Corp ($781.30K), Bank of New York Mellon Corp ($705.57K), and Toronto Dominion Bank ($699K).

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

Institutional investors have bought a total of 31,356,933 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

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

Of the 161 institutional investors that sold iShares 1-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NYL Investors LLC ($7.65M), Assetmark Inc. ($4.58M), Allstate Corp ($3.40M), Bank of New York Mellon Corp ($3.03M), Sun Life Financial Inc. ($1.43M), One Capital Management LLC ($1.06M), and Sumitomo Mitsui Trust Holdings Inc. ($955.29K).

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

Institutional investors have sold a total of 31,849,387 shares in the last 24 months. This volume of shares sold represents approximately $2.16B in transactions.



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