IGEB Institutional Ownership & Shareholders
ISHARES INVESTMENT GRADE SYS (IGEB) is currently held by 185 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.30B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of IGEB tracked by InsiderSet, reporting ownership valued at approximately $177.84M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $171.57M, representing an estimated loss of -3.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed IGEB value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, State Of New Jersey Common Pension Fund D, and several other long-term asset managers with concentrated positions in ISHARES INVESTMENT GRADE SYS (IGEB).
This page ranks the largest institutional IGEB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
185
Total Reported Value
$1.30B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$177.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.04% | 3,942,341 | $177,839,022 | $171,570,680 | -$6,268,342 | -3.52% | |
| Lpl Financial Llc | 0.03% | 2,714,334 | $122,443,585 | $118,127,816 | -$4,315,769 | -3.52% | |
| State Of New Jersey Common Pension Fund D | 0.30% | 1,921,932 | $86,698,353 | $83,642,481 | -$3,055,872 | -3.52% | |
| Bank Of America Corp | 0.01% | 1,775,613 | $80,097,922 | $77,274,678 | -$2,823,244 | -3.52% | |
| Betterment Llc | 0.11% | 1,488,332 | $67,139,000 | $64,772,209 | -$2,366,791 | -3.53% | |
| Stratos Investment Management, Llc | 2.00% | 1,224,464 | $55,235,589 | $53,288,673 | -$1,946,916 | -3.52% | |
| Morgan Stanley | 0.00% | 1,177,849 | $53,132,818 | $51,259,988 | -$1,872,830 | -3.52% | |
| Equitable Holdings, Inc. | 0.23% | 854,122 | $38,529,441 | $37,171,389 | -$1,358,052 | -3.52% | |
| Hennion & Walsh Asset Management, Inc. | 1.11% | 886,853 | $37,948,439 | $38,595,843 | +$647,404 | +1.71% | |
| Cwm, Llc | 0.09% | 791,337 | $35,657,663 | $34,438,986 | -$1,218,677 | -3.42% | |
| Blackrock, Inc. | 0.00% | 743,163 | $33,524,083 | $32,342,454 | -$1,181,629 | -3.52% | |
| Cetera Investment Advisers | 0.03% | 674,762 | $30,438,521 | $29,365,642 | -$1,072,879 | -3.52% | |
| Mml Investors Services, Llc | 0.06% | 645,097 | $29,100,337 | $28,074,621 | -$1,025,716 | -3.52% | |
| Onedigital Investment Advisors Llc | 0.24% | 640,961 | $28,913,731 | $27,894,623 | -$1,019,108 | -3.52% | |
| Merit Financial Group, Llc | 0.17% | 620,167 | $27,975,717 | $26,989,668 | -$986,049 | -3.52% | |
| Waller Financial Planning Group, Inc | 5.24% | 603,278 | $25,814,264 | $26,254,659 | +$440,395 | +1.71% | |
| Ubs Group Ag | 0.00% | 429,772 | $19,387,015 | $18,703,677 | -$683,338 | -3.52% | |
| Assetmark, Inc | 0.03% | 444,634 | $19,025,890 | $19,350,472 | +$324,582 | +1.71% | |
| Dorval Corp | 5.17% | 420,530 | $17,994,469 | $18,301,466 | +$306,997 | +1.71% | |
| Ameliora Wealth Management Ltd. | 5.11% | 418,639 | $17,913,563 | $18,219,169 | +$305,606 | +1.71% | |
| Ameriprise Financial Inc | 0.00% | 395,705 | $17,840,692 | $17,221,082 | -$619,610 | -3.47% | |
| Envestnet Portfolio Solutions, Inc. | 0.08% | 352,912 | $15,919,838 | $15,358,730 | -$561,108 | -3.52% | |
| Heck Capital Advisors, Llc | 0.72% | 305,464 | $13,070,815 | $13,293,793 | +$222,978 | +1.71% | |
| United Capital Financial Advisors, Llc | 0.06% | 258,003 | $11,632,149 | $11,228,291 | -$403,858 | -3.47% | |
| Jpmorgan Chase & Co | 0.00% | 241,115 | $10,917,730 | $10,493,325 | -$424,405 | -3.89% | |
| Kelly Financial Services Llc | 2.32% | 250,909 | $10,736,391 | $10,919,560 | +$183,169 | +1.71% | |
| Bluestem Wealth Partners, Llc | 1.02% | 226,998 | $10,239,878 | $9,878,953 | -$360,925 | -3.52% | |
| Commonwealth Equity Services, Llc | 0.01% | 229,961 | $9,840,026 | $10,007,903 | +$167,877 | +1.71% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.11% | 197,098 | $8,433,824 | $8,577,705 | +$143,881 | +1.71% | |
| Stifel Financial Corp | 0.01% | 167,474 | $7,554,751 | $7,288,468 | -$266,283 | -3.52% | |
| Exchange Traded Concepts, Llc | 0.03% | 167,482 | $7,166,555 | $7,288,817 | +$122,262 | +1.71% | |
| Systelligence, Llc | 1.19% | 158,594 | $7,154,175 | $6,902,011 | -$252,164 | -3.52% | |
| Diversify Advisory Services, Llc | 0.11% | 163,806 | $7,081,323 | $7,128,837 | +$47,514 | +0.67% | |
| Diversify Wealth Management, Llc | 0.11% | 163,806 | $7,081,323 | $7,128,837 | +$47,514 | +0.67% | |
| Northrock Partners, Llc | 0.10% | 153,630 | $6,930,241 | $6,685,978 | -$244,263 | -3.52% | |
| Private Advisor Group, Llc | 0.03% | 133,936 | $6,041,877 | $5,828,895 | -$212,982 | -3.53% | |
| Harbour Investments, Inc. | 0.07% | 115,238 | $5,198,386 | $5,015,158 | -$183,228 | -3.52% | |
| Hoese & Co Llp | 3.09% | 109,916 | $4,703,208 | $4,783,544 | +$80,336 | +1.71% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.22% | 106,218 | $4,545,088 | $4,622,607 | +$77,519 | +1.71% | |
| Accel Wealth Management | 0.90% | 97,584 | $4,175,638 | $4,246,856 | +$71,218 | +1.71% | |
| Osaic Holdings, Inc. | 0.00% | 92,269 | $4,162,552 | $4,015,547 | -$147,005 | -3.53% | |
| Keystone Wealth Services, Llc | 0.77% | 91,376 | $4,121,989 | $3,976,684 | -$145,305 | -3.53% | |
| Lunt Capital Management, Inc. | 1.41% | 86,337 | $3,694,360 | $3,757,386 | +$63,026 | +1.71% | |
| Jb Capital Llc | 0.12% | 82,771 | $3,541,764 | $3,602,194 | +$60,430 | +1.71% | |
| Jane Street Group, Llc | 0.00% | 73,457 | $3,313,645 | $3,196,849 | -$116,796 | -3.52% | |
| Trivium Point Advisory, Llc | 0.29% | 70,182 | $3,165,891 | $3,054,321 | -$111,570 | -3.52% | |
| Altus Wealth Management, Llc | 1.19% | 73,447 | $3,142,797 | $3,196,413 | +$53,616 | +1.71% | |
| Founders Financial Securities Llc | 0.14% | 67,664 | $2,895,329 | $2,944,737 | +$49,408 | +1.71% | |
| Rockefeller Capital Management L.P. | 0.00% | 64,154 | $2,894,017 | $2,791,982 | -$102,035 | -3.53% | |
| Larch Capital Partners Llc | 0.41% | 63,720 | $2,874,409 | $2,773,094 | -$101,315 | -3.52% |
Frequently asked questions about IGEB
Who are the largest institutional holders of IGEB?
The largest institutional holders of IGEB reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, State Of New Jersey Common Pension Fund D, Bank Of America Corp, and Betterment Llc. InsiderSet ranks institutional holders by their latest reported IGEB position.
What is IGEB institutional ownership?
This page tracks IGEB positions reported by institutional investment managers through SEC Form 13F. ISHARES INVESTMENT GRADE SYS (IGEB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IGEB?
InsiderSet currently tracks 185 institutional managers reporting IGEB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IGEB shareholders.
How much IGEB stock do institutions own?
Institutional investment managers disclosed approximately $1.30B in IGEB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IGEB institutional ownership last updated?
The latest IGEB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IGEB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IGEB position after the reporting date.
Are institutions buying or selling IGEB?
Institutional buying and selling can be analyzed by comparing IGEB positions across consecutive 13F reporting periods. InsiderSet's IGEB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IGEB ownership changes.
How has IGEB institutional ownership changed over time?
InsiderSet tracks IGEB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.