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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
$51.60 +0.06 (+0.12%)
(As of 12/20/2024 05:16 PM ET)

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)
$253.42M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$789.56M
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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
11/18/2024 TD Private Client Wealth LLC401,020$21.12M0.6%+24.9%0.100%
11/18/2024 Mittelman Wealth Management48,644$2.56M1.5%+133.3%0.012%
11/15/2024 Greenwood Gearhart Inc.650,428$34.25M2.8%+2.7%0.163%
11/15/2024 Continuum Advisory LLC3,397$176K0.0%+57.9%0.001%
11/15/2024 Peloton Wealth Strategists11,357$598K0.2%+7.5%0.003%
11/15/2024 IHT Wealth Management LLC20,670$1.09M0.0%+97.4%0.005%
11/15/2024 Integrated Wealth Concepts LLC87,069$4.59M0.1%+0.3%0.022%
11/14/2024 L.M. Kohn & Company17,119$901K0.2%N/A0.004%
11/14/2024 Captrust Financial Advisors2,747,270$144.67M0.4%+26.5%0.687%
11/14/2024 BNP Paribas13,757$724K0.0%+675.9%0.003%
11/13/2024 BNP Paribas Financial Markets97,229$5.12M0.0%+112.5%0.024%
11/13/2024 Private Trust Co. NA7,668$404K0.0%+197.0%0.002%
11/13/2024 Davis 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%
11/12/2024 Cahill Financial Advisors Inc.11,410$601K0.1%N/A0.003%
11/12/2024 Icon Wealth Advisors LLC13,683$721K0.0%+162.9%0.003%
11/12/2024 Eagle Asset Management Inc.14,149$735K0.0%+5.4%0.004%
11/8/2024 Hilton 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%
11/8/2024 SouthState Corp106,318$5.60M0.4%-2.2%0.027%
11/6/2024 Mount Lucas Management LP14,197$748K0.3%+4.3%0.004%
11/6/2024 Valley Wealth Managers Inc.751$40K0.0%-31.2%0.000%
11/5/2024 Haverford Trust Co1,932,071$101.74M1.0%+2.5%0.483%
11/5/2024 Prime Capital Investment Advisors LLC218,891$11.53M0.2%+21.2%0.055%
11/5/2024 Mascoma Wealth Management LLC9,142$481K0.1%-24.8%0.002%
11/5/2024 Sumitomo Mitsui Trust Group Inc.357,123$18.81M0.0%-33.6%0.089%
11/5/2024 FDx Advisors Inc.63,333$3.34M0.9%-16.1%0.016%
11/5/2024 Nations Financial Group Inc. IA ADV72,361$3.81M0.3%+7.8%0.018%
11/4/2024 Kennebec Savings Bank809$43K0.0%N/A0.000%
11/4/2024 Meritage Portfolio Management188,001$9.90M0.6%-1.5%0.047%
11/1/2024 Able Wealth Management LLC4,887$257K0.2%-14.2%0.001%
11/1/2024Equitable Trust Co.119,061$6.27M0.4%-6.6%0.029%
11/1/2024 Leavell Investment Management Inc.351,511$18.51M0.9%+18.2%0.086%
11/1/2024 Hollencrest 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%
10/30/2024 Crescent Grove Advisors LLC87,122$4.59M0.5%-8.2%0.021%
10/30/2024 Crestwood Advisors Group LLC188,475$9.93M0.2%-0.5%0.046%
10/30/2024 Capital Investment Services of America Inc.129,742$6.83M0.7%-0.9%0.032%
10/29/2024 Innealta Capital LLC8,917$470K0.2%-5.8%0.002%
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10/29/2024 Bear Mountain Capital Inc.23,260$1.22M0.5%-6.7%0.006%
10/29/2024 Confluence 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%
10/29/2024 Princeton Global Asset Management LLC46,648$2.46M0.5%+8.8%0.011%
10/29/2024 Farther Finance Advisors LLC11,327$596K0.0%+8.2%0.003%
10/25/2024 1620 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%
10/24/2024 Hunter 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%
10/23/2024 Burke & Herbert Bank & Trust Co.44,183$2.33M0.5%-1.2%0.011%
10/23/2024 West Michigan Advisors LLC6,371$335K0.1%+4.4%0.002%
10/23/2024 Klaas Financial Asset Advisors LLC935,645$49.27M8.5%+0.8%0.230%
10/23/2024 Boyd Watterson Asset Management LLC OH596,664$31.42M8.6%+0.2%0.146%
10/23/2024 Grey Fox Wealth Advisors LLC15,248$803K0.2%-3.5%0.004%
10/21/2024 Graybill Wealth Management LTD.82,566$4.35M1.6%+3.3%0.020%
10/21/2024 Plimoth Trust Co. LLC5,127$270K0.1%-4.5%0.001%
10/21/2024 Whittier Trust Co.74,951$3.95M0.1%-13.7%0.018%
10/18/2024Bartlett & 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%
10/16/2024 Buffington Mohr McNeal68,411$3.60M0.6%-8.8%0.017%
10/15/2024 First United Bank & Trust9,556$503K0.2%-2.6%0.002%
10/15/2024 NBC 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%
10/9/2024 Beaumont Financial Advisors LLC15,208$801K0.1%+4.1%0.004%
10/9/2024 Money Design Co. Ltd.1,164,005$61.30M3.1%+5.0%0.287%
10/9/2024 Hexagon 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%
10/3/2024 Curbstone Financial Management Corp72,090$3.80M0.8%-28.5%0.018%
10/2/2024 Massmutual Trust Co. FSB ADV15,210$801K0.0%-4.8%0.004%
10/2/2024 M&R Capital Management Inc.3,000$158K0.0%-50.8%0.001%
9/9/2024 Lazari Capital Management Inc.7,991$409K0.2%N/A0.002%
8/28/2024 RiverFront Investment Group LLC381,197$19.53M0.5%-21.0%0.097%
8/16/2024 Sunbelt Securities Inc.6,385$327K0.0%+30.7%0.002%
8/15/2024 Peloton Wealth Strategists10,564$541K0.2%-5.8%0.003%
8/15/2024 Alley Investment Management Company LLC361,652$18.53M2.5%+3.2%0.092%
8/14/2024 Marshall Wace LLP219,900$11.27M0.0%+57.1%0.056%
8/14/2024 EverSource Wealth Advisors LLC10,679$554K0.0%+27.2%0.003%
8/13/2024 Hollencrest Capital Management63,027$3.23M0.1%-4.8%0.016%
8/13/2024 Godshalk Welsh Capital Management Inc.3,911$200K0.1%-33.2%0.001%
8/12/2024 Mittelman Wealth Management20,850$1.07M0.7%+3.2%0.005%
8/12/2024 Waterloo Capital L.P.10,577$542K0.1%+40.3%0.003%
8/9/2024 One Capital Management LLC1,187,482$60.85M2.1%-25.4%0.301%
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8/9/2024 Rathbones Group PLC57,483$2.95M0.0%-8.6%0.015%
8/9/2024 Prime Capital Investment Advisors LLC180,544$9.25M0.1%-56.1%0.046%
8/8/2024 Family Capital Trust Co11,840$607K0.2%-33.2%0.003%
8/8/2024 Parallel Advisors LLC60,305$3.09M0.1%+0.7%0.015%
8/8/2024 Zions Bancorporation N.A.3,000$154K0.0%N/A0.001%
8/8/2024 Valley Wealth Managers Inc.1,092$56K0.0%-15.1%0.000%
8/8/2024 Pinkerton Retirement Specialists LLC92,241$4.73M0.7%+0.5%0.023%
8/8/2024Abbrea Capital LLC55,476$2.84M0.4%-0.9%0.014%
8/8/2024 Greenwood Gearhart Inc.633,441$32.46M3.1%-0.4%0.160%
8/7/2024 Vantage Financial Partners LLC54,241$2.78M0.7%+2.2%0.014%
(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, 264 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. ($147.79M).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 195 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 31,345,323 shares in the last 24 months. This purchase volume represents approximately $2.45B 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 31,979,499 shares in the last 24 months. This volume of shares sold represents approximately $2.21B in transactions.



This page (NASDAQ:IGSB) was last updated on 12/21/2024 by MarketBeat.com Staff
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