Who Owns iShares Investment Grade Systematic Bond ETF (IGEB)?Hedge Fund & Institutional Holders

$44.86-0.12 (-0.27%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -2

Price History

$43.65$44.39$45.14$45.89$46.63Sep 24Jun 25Mar 26

IGEB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Stratos Investment Management, LLCNew Position+1.1M+$52.1B
Hennion & Walsh Asset Management, Inc.New Position+891K+$40.7B
DORVAL CorpNew Position+309K+$14.1B
McGlone Suttner Wealth Management, Inc.New Position+293K+$13.4B
State of New Jersey Common Pension Fund DIncreased+300K+$13.1B
Geneos Wealth Management Inc.New Position+266K+$12.1B
Breakwater Capital GroupNew Position+174K+$7.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+173K+$7.0B
CPA Asset Management Group, LLCNew Position+150K+$6.8B
Hoese & Co LLPNew Position+111K+$5.1B
Keystone Wealth Services, LLCNew Position+86K+$3.9B
WALLER FINANCIAL PLANNING GROUP, INCIncreased+73K+$3.1B
Altus Wealth Management, LLCNew Position+67K+$3.1B
Shared Vision Wealth Group LLCNew Position+59K+$2.7B
Ascent Group, LLCNew Position+52K+$2.4B

IGEB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCDecreased-58K-$21.8B
AMERIPRISE FINANCIAL INCDecreased-68K-$3.5B
OSAIC HOLDINGS, INC.Decreased-25K-$3.0B
Advisory Services Network, LLCDecreased-1K-$2.3B
OneDigital Investment Advisors LLCDecreased-19K-$1.8B
RAYMOND JAMES FINANCIAL INCDecreased-5K-$1.7B
Steward Partners Investment Advisory, LLCDecreased-9K-$1.3B
CreativeOne Wealth, LLCDecreased-835-$1.1B
IFP Advisors, IncDecreased-14K-$1.0B
Lion Street Advisors, LLCClosed Position-19K-$1.0B
Atria Investments, IncDecreased-50-$953.0M
OLD MISSION CAPITAL LLCClosed Position-20K-$942.6M
BlueStem Wealth Partners, LLCDecreased-17K-$850.2M
Parallel Advisors, LLCDecreased-2K-$679.4M
MERCER GLOBAL ADVISORS INC /ADVDecreased-4K-$551.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1State of New Jersey Common Pension Fund D1,921,932$87.8B0.32%Share
2Stratos Investment Management, LLC1,141,537$52.1B2.09%Share
3Hennion & Walsh Asset Management, Inc.890,865$40.7B1.40%Share
4AMERIPRISE FINANCIAL INC820,566$37.0B0.01%Share
5OneDigital Investment Advisors LLC714,592$32.0B0.31%Share
6WALLER FINANCIAL PLANNING GROUP, INC578,964$26.4B5.87%Share
7BANK OF AMERICA CORP /DE/578,128$26.0B0.00%Share
8Ameliora Wealth Management Ltd.569,177$26.0B7.92%Share
9ROYAL BANK OF CANADA522,933$23.0B0.00%Share
10UBS Group AG465,790$21.3B0.00%Share
11BANK OF AMERICA CORP /DE/478,390$21.0B0.00%Share
12DORVAL Corp309,074$14.1B4.50%Share
13UNITED CAPITAL FINANCIAL ADVISORS, LLC324,714$14.0B0.08%Share
14McGlone Suttner Wealth Management, Inc.292,607$13.4B1.80%Share
15Private Advisor Group, LLC302,083$13.0B0.06%Share
16Geneos Wealth Management Inc.265,826$12.1B0.30%Share
17JPMORGAN CHASE & CO244,577$11.0B0.00%Share
18BlueStem Wealth Partners, LLC185,241$8.5B0.93%Share
19EXCHANGE TRADED CONCEPTS, LLC175,946$8.0B0.06%Share
20Breakwater Capital Group173,670$7.9B1.11%Share
21ASSETMARK, INC161,317$7.4B0.02%Share
22STIFEL FINANCIAL CORP160,757$7.0B0.01%Share
23COMMONWEALTH EQUITY SERVICES, LLC172,660$7.0B0.01%Share
24CPA Asset Management Group, LLC149,531$6.8B2.40%Share
25Hoese & Co LLP110,996$5.1B3.61%Share
26IFP Advisors, Inc95,386$4.0B0.09%Share
27Kelly Financial Services LLC86,851$4.0B0.99%Share
28Keystone Wealth Services, LLC86,268$3.9B0.83%Share
29Accel Wealth Management76,230$3.5B0.95%Share
30Fermata Advisors, LLC67,676$3.1B0.74%Share
31Altus Wealth Management, LLC66,936$3.1B1.32%Share
32Lunt Capital Management, Inc.66,824$3.1B1.14%Share
33Shared Vision Wealth Group LLC59,052$2.7B1.10%Share
34FreeGulliver LLC55,065$2.5B0.93%Share
35Traveka Wealth, LLC47,728$2.2B0.89%Share
36EAGLE GLOBAL ADVISORS LLC47,030$2.1B0.08%Share
37OSAIC HOLDINGS, INC.58,136$2.0B0.00%Share
38RAYMOND JAMES FINANCIAL INC62,456$2.0B0.00%Share
39Rockefeller Capital Management L.P.47,683$2.0B0.00%Share
40Steward Partners Investment Advisory, LLC62,177$2.0B0.01%Share
41Farther Finance Advisors, LLC42,421$1.9B0.02%Share
42Sovran Advisors, LLC41,887$1.9B0.16%Share
43Ascent Group, LLC38,707$1.8B0.06%Share
44SWMG, LLC35,780$1.6B0.45%Share
45Two West Capital Advisors LLC33,139$1.5B0.88%Share
46SAGESPRING WEALTH PARTNERS, LLC32,955$1.5B0.03%Share
47Convergence Financial, LLC31,243$1.4B0.21%Share
48ShoreHaven Wealth Partners, LLC29,995$1.4B0.49%Share
49Wealth Management Associates, Inc.26,390$1.2B0.42%Share
50Tidemark, LLC24,196$1.1B0.31%Share

IGEB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025188$605.5B+83
Q3 2025105$570.4B-60
Q2 2025165$923.4B+13
Q1 2025152$804.5B+9
Q4 2024143$2.2T-10
Q3 2024153$443.6T+18
Q2 2024135$318.5T+66
Q1 202469$63.7T—

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As of Q4 2025, 50 institutional investors hold IGEB (iShares Investment Grade Systematic Bond ETF). The largest holder is State of New Jersey Common Pension Fund D with $87.8B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IGEB?

As of Q4 2025, 50 institutional investors report holding IGEB (iShares Investment Grade Systematic Bond ETF) in their 13F filings.

Who is the largest institutional holder of IGEB?

The largest institutional holder of IGEB is State of New Jersey Common Pension Fund D with $87.8B in shares.

Is institutional ownership of IGEB increasing or decreasing?

This quarter, 13 institutions opened new positions in IGEB and 2 closed their positions.