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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -166,510 | -2.4% | 6,834,814 | $358.21M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -14,634 | -2.4% | 605,628 | $31.74M | Q2 2026 | Sep 23, 2026 |
| Silicon Valley Capital Partners | Buy | +3 | +1.3% | 239 | $12.52K | Q2 2026 | Sep 21, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -125 | -1.4% | 8,923 | $467.63K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +314,610 | +215.3% | 460,712 | $24.15M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +2,151 | +37.7% | 7,857 | $411.79K | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Buy | +2,008 | +0.6% | 330,632 | $17.33M | Q2 2026 | Sep 03, 2026 |
| Corient Private Wealth Llc | Sell | -3,383 | -3.8% | 85,350 | $4.47M | Q2 2026 | Aug 27, 2026 |
| Wellington Grp Llc | Buy | +485,916 | — | 485,916 | $25.47M | Q2 2026 | Aug 26, 2026 |
| Strategic Financial Services, Inc. | Sell | -3,200 | -8.3% | 35,388 | $1.85M | Q2 2026 | Aug 24, 2026 |
| West Michigan Advisors, Llc | Buy | +898 | +20.4% | 5,306 | $278.09K | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Buy | +779 | +3.2% | 25,297 | $1.32M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +285,178 | +125.0% | 513,282 | $26.90M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -1,864 | -6.0% | 29,421 | $1.54M | Q2 2026 | Aug 19, 2026 |
| Vermillion & White Wealth Management Group, Llc | Sell | -988 | -16.9% | 4,851 | $254.24K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +1 | +0.0% | 3,352 | $175.67K | Q2 2026 | Aug 19, 2026 |
| 49 Wealth Management, Llc | Buy | +22,820 | — | 22,820 | $1.20M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Buy | +9,969 | — | 9,969 | $522.48K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +6,748 | +1.3% | 507,466 | $26.60M | Q2 2026 | Aug 18, 2026 |
| Tilia Fiduciary Partners, Inc. | Sell | -879 | -2.3% | 37,892 | $1.99M | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Sell | -2,779,151 | -45.6% | 3,313,324 | $173.65M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -187,723 | -36.5% | 327,173 | $17.14M | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +34,955 | — | 34,955 | $1.83M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -16,872 | -29.8% | 39,738 | $2.08M | Q2 2026 | Aug 17, 2026 |
| Integrated Investment Consultants, Llc | Buy | +4,988 | — | 4,988 | $261.42K | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -3,549 | -15.1% | 19,941 | $1.05M | Q2 2026 | Aug 17, 2026 |
| Graybill Wealth Management, Ltd. | Buy | +3,527 | +3.8% | 97,028 | $5.09M | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +100 | — | 100 | $5.24K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -90 | -2.3% | 3,787 | $198.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +10,015,306 | — | 10,015,306 | $524.16M | Q2 2026 | Aug 14, 2026 |
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.