Who Owns IGEB?
iShares Investment Grade Systematic Bond ETF — Institutional Ownership & 13F Holdings
$45.10
+0.08 (+0.18%)
Market Cap
$1.5B
Shares Outstanding
30,224,246
Institutional Holders
152
Total Inst. Value
$718.4M
% of Float Held
—
QoQ Holder Change
+83
Institutional data as of Q1 2025
New Positions
34
Closed Positions
25
Increased
73
Decreased
34
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | State of New Jersey Common Pension Fund D | $73.0M | 1,621,932 |
| 2 | Hennion & Walsh Asset Management, Inc. | $50.9M | 1,131,051 |
| 3 | Stratos Investment Management, LLC | $39.9M | 886,851 |
| 4 | AMERIPRISE FINANCIAL INC | $38.9M | 864,507 |
| 5 | Betterment LLC | $28.6M | 634,891 |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLCNew | $27.5M | 611,374 |
| 7 | BANK OF AMERICA CORP /DE/ | $27.1M | 601,478 |
| 8 | BlackRock, Inc. | $25.9M | 574,988 |
| 9 | MML INVESTORS SERVICES, LLC | $25.5M | 567,525 |
| 10 | Ameliora Wealth Management Ltd.New | $23.5M | 521,558 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| State of New Jersey Common Pension Fund D | +200K | $73.0M |
| Hennion & Walsh Asset Management, Inc. | +40K | $50.9M |
| Stratos Investment Management, LLC | +51K | $39.9M |
| AMERIPRISE FINANCIAL INC | +82K | $38.9M |
| Betterment LLC | +153K | $28.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -574K | $1K |
| Parallel Advisors, LLC | -415K | $3.0M |
| MERCER GLOBAL ADVISORS INC /ADV | -297K | $1.3M |
| IHT Wealth Management, LLC | -90K | $816K |
| OSAIC HOLDINGS, INC. | -90K | $2.7M |
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Frequently Asked Questions
How many institutional investors hold IGEB?
As of Q1 2025, 152 institutional investors report holding IGEB (iShares Investment Grade Systematic Bond ETF) in their 13F filings.
Which hedge fund owns the most IGEB?
The largest institutional holder of IGEB is State of New Jersey Common Pension Fund D with $73.0M in shares.
Are institutions buying or selling IGEB?
This quarter, 34 institutions opened new positions in IGEB and 25 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.