ISHARES 1-5Y INV GRADE CORP (IGSB) Institutional Ownership Changes & 13F Activity

ISHARES 1-5Y INV GRADE CORP (IGSB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Pure Financial Advisors, Llc, Wellington Grp Llc, Integrated Wealth Concepts Llc, and Mercer Global Advisors Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-166,510-2.4%6,834,814$358.21MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-14,634-2.4%605,628$31.74MQ2 2026Sep 23, 2026
Silicon Valley Capital PartnersBuy+3+1.3%239$12.52KQ2 2026Sep 21, 2026
Cherry Tree Wealth Management, LlcSell-125-1.4%8,923$467.63KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+314,610+215.3%460,712$24.15MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+2,151+37.7%7,857$411.79KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+2,008+0.6%330,632$17.33MQ2 2026Sep 03, 2026
Corient Private Wealth LlcSell-3,383-3.8%85,350$4.47MQ2 2026Aug 27, 2026
Wellington Grp LlcBuy+485,916—485,916$25.47MQ2 2026Aug 26, 2026
Strategic Financial Services, Inc.Sell-3,200-8.3%35,388$1.85MQ2 2026Aug 24, 2026
West Michigan Advisors, LlcBuy+898+20.4%5,306$278.09KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+779+3.2%25,297$1.32MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+285,178+125.0%513,282$26.90MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-1,864-6.0%29,421$1.54MQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcSell-988-16.9%4,851$254.24KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1+0.0%3,352$175.67KQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+22,820—22,820$1.20MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+9,969—9,969$522.48KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+6,748+1.3%507,466$26.60MQ2 2026Aug 18, 2026
Tilia Fiduciary Partners, Inc.Sell-879-2.3%37,892$1.99MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcSell-2,779,151-45.6%3,313,324$173.65MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-187,723-36.5%327,173$17.14MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+34,955—34,955$1.83MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-16,872-29.8%39,738$2.08MQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+4,988—4,988$261.42KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcSell-3,549-15.1%19,941$1.05MQ2 2026Aug 17, 2026
Graybill Wealth Management, Ltd.Buy+3,527+3.8%97,028$5.09MQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+100—100$5.24KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-90-2.3%3,787$198.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+10,015,306—10,015,306$524.16MQ2 2026Aug 14, 2026
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Frequently asked questions about IGSB activity

  • Which institutional owners are buying IGSB?

    Institutional owners buying IGSB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IGSB activity?

    "Buy" means an investor increased their reported position in IGSB compared to the prior reporting period. This reflects growing exposure to ISHARES 1-5Y INV GRADE CORP (IGSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IGSB increasing?

    Institutional interest in IGSB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.