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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
$51.97 +0.07 (+0.13%)
Closing price 04:00 PM Eastern
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$51.98 +0.02 (+0.03%)
As of 04:09 PM Eastern
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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)
139
Total
Institutional Inflows
(last 12 months)
$928.94M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$485.97M
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IGSB Institutional Buying and Selling by Quarter

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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
4/15/2025First United Bank & Trust7,572$397K0.1%-8.1%0.002%
4/15/2025Curbstone Financial Management Corp64,440$3.38M0.7%-10.1%0.016%
4/15/2025Sanibel Captiva Trust Company Inc.5,000$262K0.0%N/A0.001%
4/14/2025 Farther Finance Advisors LLC9,563$499K0.0%-26.3%0.002%
4/14/2025 NewSquare Capital LLC641,761$33.61M2.7%+1.8%0.157%
4/14/2025 Tilia Fiduciary Partners Inc.40,588$2.13M1.4%+7.5%0.010%
4/14/2025 Bank of New Hampshire690$36K0.0%N/A0.000%
4/14/2025 Sunflower Bank N.A.3,830$201K0.1%N/A0.001%
4/11/2025 Princeton Global Asset Management LLC50,487$2.64M0.5%+6.1%0.012%
4/11/2025 A. D. Beadell Investment Counsel Inc.28,000$1.47M1.2%-6.4%0.007%
4/9/2025 ST Germain D J Co. Inc.5,418$284K0.0%N/A0.001%
4/9/2025 NBC Securities Inc.8,911$466K0.0%+98,911.1%0.002%
4/9/2025 Fiduciary Alliance LLC54,543$2.86M0.3%+1.5%0.013%
4/8/2025 Peoples Bank KS1,479$77K0.1%N/A0.000%
4/8/2025 Burns J W & Co. Inc. NY83,050$4.35M0.6%+14.4%0.020%
4/8/2025 Rothschild Investment LLC33,190$1.74M0.1%+9.0%0.008%
4/8/2025 Parallel Advisors LLC301,027$15.77M0.3%+403.4%0.072%
4/7/2025 GAMMA Investing LLC2,514$132K0.0%+5,137.5%0.001%
4/7/2025 AdvisorNet Financial Inc15,563$815K0.1%-3.3%0.004%
4/1/2025 MassMutual Private Wealth & Trust FSB15,422$808K0.0%+3.4%0.004%
3/6/2025Copia Wealth Management971$50K0.0%N/A0.000%
2/24/2025Ameriflex Group Inc.4,274$222K0.1%N/A0.001%
2/22/2025American Trust13,657$706K0.1%N/A0.003%
2/18/2025Mittelman Wealth Management25,796$1.33M1.2%-47.0%0.006%
2/18/2025Sunbelt Securities Inc.7,460$386K0.0%+14.5%0.002%
2/18/2025City National Bank of Florida MSD29,204$1.51M1.4%N/A0.007%
2/18/2025Pinkerton Retirement Specialists LLC91,207$4.72M0.7%-2.9%0.022%
2/18/2025Monograph Wealth Advisors LLC332,558$17.19M2.3%+3.5%0.082%
2/18/2025Novem Group58,272$3.01M0.4%N/A0.014%
2/17/2025Williams Jones Wealth Management LLC.1,529,093$79.05M1.0%+15.5%0.375%
2/17/2025Strategic Wealth Partners Ltd.22,787$1.18M0.1%-6.9%0.006%
2/17/2025Strive Asset Management LLC6,053$313K0.2%N/A0.001%
2/17/2025Main Management LLC151,186$7.82M0.6%+36.2%0.037%
2/17/2025Lazard Asset Management LLC463,426$23.96M0.0%-0.4%0.114%
2/17/2025JARISLOWSKY FRASER Ltd56,757$2.93M0.0%N/A0.014%
2/17/2025Fairview Capital Investment Management LLC136,590$7.06M0.4%-3.4%0.034%
2/17/2025BOKF NA67,585$3.48M0.1%-1.0%0.017%
2/17/2025Cahill Financial Advisors Inc.10,408$538K0.1%-8.8%0.003%
2/17/2025Captrust Financial Advisors2,932,031$151.59M0.4%+6.7%0.719%
2/17/2025Cary Street Partners Financial LLC52,933$2.74M0.1%N/A0.013%
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2/17/2025Baird Financial Group Inc.316,151$16.35M0.0%-1.7%0.078%
2/17/2025BNP Paribas Financial Markets9,782$506K0.0%-89.9%0.002%
2/17/2025Ameriprise Financial Inc.13,266,565$685.30M0.2%+9.0%3.255%
2/14/2025Arrow Financial Corp6,607$342K0.0%-16.8%0.002%
2/14/2025Stonebridge Capital Advisors LLC7,572$391K0.0%-6.9%0.002%
2/14/2025Integrated Wealth Concepts LLC105,046$5.43M0.1%+20.6%0.026%
2/14/2025IHT Wealth Management LLC8,863$458K0.0%-57.1%0.002%
2/14/2025Alexis Investment Partners LLC9,250$478K0.2%N/A0.002%
2/13/2025Greenwood Gearhart Inc.1,039,767$53.76M3.7%+59.9%0.255%
2/13/2025Marshall Wace LLP306,100$15.83M0.0%+18.6%0.075%
2/13/2025United Capital Financial Advisors LLC641,149$33.15M0.3%-6.9%0.157%
2/13/2025Keeley Teton Advisors LLC9,382$485K0.1%-30.7%0.002%
2/13/2025M Holdings Securities Inc.34,550$1.79M0.3%N/A0.008%
2/13/2025Bessemer Group Inc.18,419$953K0.0%-36.0%0.005%
2/13/2025Rathbones Group PLC59,780$3.09M0.0%+11.4%0.015%
2/13/2025Waterloo Capital L.P.14,577$754K0.1%+91.2%0.004%
2/13/2025Payden & Rygel239,932$12.40M1.1%N/A0.059%
2/12/2025Disciplina Capital Management LLC126,152$6.52M1.1%-14.1%0.031%
2/12/2025Summit Financial LLC232,384$12.01M0.4%+16.9%0.057%
2/12/2025Allstate Corp4,116,056$212.80M6.3%+23.5%1.010%
2/12/2025RiverFront Investment Group LLC261,851$13.54M0.3%-40.4%0.064%
2/12/2025JPMorgan Chase & Co.3,162,566$163.51M0.0%+7.4%0.776%
2/11/2025Hirtle Callaghan & Co LLC58,900$3.05M0.1%-14.5%0.014%
2/11/2025M Holdings Securities Inc.1,786$92K0.1%N/A0.000%
2/11/20251620 Investment Advisors Inc.40,533$2.10M1.6%+1.5%0.010%
2/11/2025TD Private Client Wealth LLC442,401$22.87M0.6%+10.3%0.109%
2/11/2025Lee Danner & Bass Inc.2,000$103K0.0%N/A0.000%
2/11/2025Whittier Trust Co. of Nevada Inc.7,435$384K0.0%-14.0%0.002%
2/11/2025Whittier Trust Co.63,801$3.30M0.0%-14.9%0.016%
2/10/2025Argent Advisors Inc.52,821$2.73M1.0%-18.3%0.013%
2/10/2025 Parallel Advisors LLC59,799$3.09M0.1%+1.4%0.015%
2/10/2025SouthState Corp96,485$4.99M0.3%-9.2%0.024%
2/10/2025SlateStone Wealth LLC14,545$752K0.1%+2.8%0.004%
2/10/2025Renasant Bank3,938$204K0.1%N/A0.001%
2/10/2025Mascoma Wealth Management LLC5,045$261K0.1%-44.8%0.001%
2/10/2025 Farther Finance Advisors LLC12,972$671K0.0%+14.5%0.003%
2/10/2025Hollencrest Capital Management59,265$3.06M0.1%-2.9%0.015%
2/10/2025EverSource Wealth Advisors LLC8,468$438K0.0%-9.2%0.002%
2/7/2025Davis R M Inc.148,425$7.67M0.1%-7.0%0.036%
2/7/2025NBT Bank N A NY260,030$13.44M0.9%-0.2%0.064%
2/7/2025Mount Lucas Management LP14,803$765K0.3%+4.3%0.004%
2/7/2025United Community Bank46,003$2.38M0.9%+10.1%0.011%
2/6/2025Lindbrook Capital LLC1,675$87K0.0%N/A0.000%
2/6/2025One Capital Management LLC1,197,002$61.89M2.0%+1.8%0.294%
2/6/2025Vantage Financial Partners LLC53,328$2.76M0.7%+0.6%0.013%
2/6/2025 NewSquare Capital LLC630,394$32.59M2.6%-0.7%0.155%
2/6/2025Schechter Investment Advisors LLC14,594$754K0.1%-8.9%0.004%
2/6/2025SBI Securities Co. Ltd.696$36K0.0%N/A0.000%
2/6/2025Jones Financial Companies Lllp14,879$769K0.0%+81.7%0.004%
2/5/2025Providence First Trust Co1,295$67K0.0%N/A0.000%
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2/5/2025Fisher Asset Management LLC5,746$297K0.0%-22.6%0.001%
2/5/2025WR Wealth Planners LLC2,791$144K0.0%-8.8%0.001%
2/5/2025SVB Wealth LLC359,300$18.58M0.3%N/A0.088%
2/5/2025Peloton Wealth Strategists12,167$629K0.3%+7.1%0.003%
2/4/2025Bank of New York Mellon Corp453,371$23.44M0.0%-29.0%0.111%
2/4/2025BankPlus Trust Department13,406$693K0.2%N/A0.003%
2/4/2025 Rothschild Investment LLC30,450$1.57M0.1%+0.8%0.007%
2/4/2025Crestwood Advisors Group LLC171,955$8.89M0.2%-8.8%0.042%
2/3/2025First Horizon Advisors Inc.15,060$779K0.0%+14.6%0.004%
2/3/2025Boyd Watterson Asset Management LLC OH504,683$26.09M7.3%-15.4%0.124%
(Data available from 1/1/2016 forward)

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IGSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGSB shares?

During the previous two years, 262 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. ($685.30M), NYL Investors LLC ($501.96M), SPX Gestao de Recursos Ltda ($253.82M), Assetmark Inc. ($224.65M), Allstate Corp ($212.80M), and JPMorgan Chase & Co. ($163.51M).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 204 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 ($18.56M), Ameriprise Financial Inc. ($3.96M), SPX Gestao de Recursos Ltda ($1.98M), JPMorgan Chase & Co. ($1.76M), Allstate Corp ($1.56M), Captrust Financial Advisors ($852.12K), and Bank of New York Mellon Corp ($705.57K).

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

Institutional investors have bought a total of 39,434,348 shares in the last 24 months. This purchase volume represents approximately $2.56B in transactions.

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

Of the 159 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 ($3.22M), Sun Life Financial Inc. ($1.43M), One Capital Management LLC ($1.06M), and Sumitomo Mitsui Trust Holdings Inc. ($912.29K).

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

Institutional investors have sold a total of 30,029,084 shares in the last 24 months. This volume of shares sold represents approximately $1.94B in transactions.



This page (NASDAQ:IGSB) was last updated on 4/15/2025 by MarketBeat.com Staff
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