ISHARES INVESTMENT GRADE SYS (IGEB) Institutional Shareholders
ISHARES INVESTMENT GRADE SYS (IGEB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.12B in IGEB holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of IGEB tracked by InsiderSet, reporting ownership valued at approximately $141.66M in its March 31, 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 $139.23M, representing an estimated loss of -1.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
180
Total Reported Value
$1.12B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$141.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
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% | 3,143,707 | $141,655,435 | $139,234,783 | -$2,420,652 | -1.71% | |
| Lpl Financial Llc | 0.03% | 2,180,489 | $98,252,853 | $96,573,858 | -$1,678,995 | -1.71% | |
| State Of New Jersey Common Pension Fund D | 0.33% | 1,921,932 | $86,602,256 | $85,122,368 | -$1,479,888 | -1.71% | |
| Bank Of America Corp | 0.00% | 1,189,465 | $53,597,292 | $52,681,405 | -$915,887 | -1.71% | |
| Stratos Investment Management, Llc | 2.13% | 1,179,255 | $53,137,234 | $52,229,204 | -$908,030 | -1.71% | |
| Morgan Stanley | 0.00% | 1,074,882 | $48,434,193 | $47,606,524 | -$827,669 | -1.71% | |
| Hennion & Walsh Asset Management, Inc. | 1.11% | 861,241 | $38,850,581 | $38,144,364 | -$706,217 | -1.82% | |
| Cwm, Llc | 0.09% | 791,337 | $35,657,663 | $35,048,316 | -$609,347 | -1.71% | |
| Equitable Holdings, Inc. | 0.21% | 729,956 | $33,329,791 | $32,329,751 | -$1,000,040 | -3.00% | |
| Blackrock, Inc. | 0.00% | 735,734 | $33,152,174 | $32,585,659 | -$566,515 | -1.71% | |
| Ameriprise Financial Inc | 0.01% | 664,445 | $29,951,023 | $29,428,269 | -$522,754 | -1.75% | |
| Waller Financial Planning Group, Inc | 5.80% | 624,286 | $28,161,560 | $27,649,627 | -$511,933 | -1.82% | |
| Merit Financial Group, Llc | 0.17% | 620,167 | $27,975,717 | $27,467,196 | -$508,521 | -1.82% | |
| Onedigital Investment Advisors Llc | 0.26% | 590,579 | $26,611,469 | $26,156,744 | -$454,725 | -1.71% | |
| Mml Investors Services, Llc | 0.07% | 557,260 | $25,110,116 | $24,681,045 | -$429,071 | -1.71% | |
| Cetera Investment Advisers | 0.02% | 486,928 | $21,940,993 | $21,566,041 | -$374,952 | -1.71% | |
| Ameliora Wealth Management Ltd. | 5.76% | 429,861 | $19,391,133 | $19,038,544 | -$352,589 | -1.82% | |
| Dorval Corp | 5.30% | 408,504 | $18,427,629 | $18,092,642 | -$334,987 | -1.82% | |
| Ubs Group Ag | 0.00% | 396,123 | $17,849,302 | $17,544,288 | -$305,014 | -1.71% | |
| Envestnet Portfolio Solutions, Inc. | 0.08% | 352,912 | $15,919,838 | $15,630,472 | -$289,366 | -1.82% | |
| Bluestem Wealth Partners, Llc | 1.36% | 270,984 | $12,210,520 | $12,001,881 | -$208,639 | -1.71% | |
| Heck Capital Advisors, Llc | 0.73% | 269,354 | $12,150,559 | $11,929,689 | -$220,870 | -1.82% | |
| United Capital Financial Advisors, Llc | 0.07% | 265,023 | $11,926,784 | $11,737,869 | -$188,915 | -1.58% | |
| Commonwealth Equity Services, Llc | 0.01% | 259,326 | $11,698,180 | $11,485,549 | -$212,631 | -1.82% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.15% | 255,722 | $11,535,620 | $11,325,927 | -$209,693 | -1.82% | |
| Kelly Financial Services Llc | 2.45% | 253,415 | $11,431,557 | $11,223,750 | -$207,807 | -1.82% | |
| Assetmark, Inc | 0.02% | 209,120 | $9,433,407 | $9,261,925 | -$171,482 | -1.82% | |
| Northrock Partners, Llc | 0.13% | 175,208 | $7,894,909 | $7,759,962 | -$134,947 | -1.71% | |
| Exchange Traded Concepts, Llc | 0.04% | 166,579 | $7,514,379 | $7,377,784 | -$136,595 | -1.82% | |
| Stifel Financial Corp | 0.01% | 163,276 | $7,357,222 | $7,231,494 | -$125,728 | -1.71% | |
| Systelligence, Llc | 1.19% | 158,594 | $7,154,175 | $7,024,128 | -$130,047 | -1.82% | |
| Diversify Wealth Management, Llc | 0.11% | 153,618 | $6,811,404 | $6,803,741 | -$7,663 | -0.11% | |
| Breakwater Capital Group | 0.74% | 135,818 | $6,126,745 | $6,015,379 | -$111,366 | -1.82% | |
| Private Advisor Group, Llc | 0.03% | 133,936 | $6,041,877 | $5,932,025 | -$109,852 | -1.82% | |
| Citadel Advisors Llc | 0.00% | 131,012 | $5,903,401 | $5,802,521 | -$100,880 | -1.71% | |
| Susquehanna International Group, Llp | 0.01% | 120,938 | $5,449,466 | $5,356,344 | -$93,122 | -1.71% | |
| Harbour Investments, Inc. | 0.08% | 115,578 | $5,207,945 | $5,118,950 | -$88,995 | -1.71% | |
| Hoese & Co Llp | 3.21% | 109,648 | $4,946,127 | $4,856,310 | -$89,817 | -1.82% | |
| Accel Wealth Management | 0.89% | 88,009 | $3,970,089 | $3,897,919 | -$72,170 | -1.82% | |
| Keystone Wealth Services, Llc | 0.83% | 86,604 | $3,902,371 | $3,835,691 | -$66,680 | -1.71% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.19% | 84,783 | $3,824,552 | $3,755,039 | -$69,513 | -1.82% | |
| Daybright Advisory Services, Inc. | 1.04% | 83,650 | $3,769,256 | $3,704,859 | -$64,398 | -1.71% | |
| Lunt Capital Management, Inc. | 1.36% | 82,063 | $3,701,862 | $3,634,570 | -$67,292 | -1.82% | |
| Jb Capital Llc | 0.12% | 78,514 | $3,541,763 | $3,477,385 | -$64,378 | -1.82% | |
| Raymond James Financial Inc | 0.00% | 72,949 | $3,287,084 | $3,230,911 | -$56,173 | -1.71% | |
| Altus Wealth Management, Llc | 1.20% | 69,168 | $3,120,168 | $3,063,451 | -$56,717 | -1.82% | |
| Osaic Holdings, Inc. | 0.00% | 67,304 | $3,032,948 | $2,980,894 | -$52,054 | -1.72% | |
| Larch Capital Partners Llc | 0.42% | 63,720 | $2,871,223 | $2,822,159 | -$49,064 | -1.71% | |
| Efg International Ag | 0.06% | 63,323 | $2,853,334 | $2,804,576 | -$48,758 | -1.71% | |
| Bank Of New York Mellon Corp | 0.00% | 56,138 | $2,529,568 | $2,486,352 | -$43,216 | -1.71% |
Frequently asked questions about IGEB
Who owns the most IGEB stock?
The largest holders of IGEB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES INVESTMENT GRADE SYS (IGEB).
Is IGEB widely held by superinvestors?
Many widely followed stocks like IGEB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IGEB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.