ISHARES INVESTMENT GRADE SYS (IGEB) Institutional Ownership Changes & 13F Activity

ISHARES INVESTMENT GRADE SYS (IGEB). 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 Envestnet Asset Management Inc, Bank Of America Corp, Ameriprise Financial Inc, Equitable Holdings, Inc., and Envestnet Portfolio Solutions, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+798,634+25.4%3,942,341$177.84MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+108,913+44.6%352,912$15.92MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+777+10.3%8,326$375.59KQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+5,063—5,063$228.41KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+124,166+17.0%854,122$38.53MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-7,020-2.6%258,003$11.63MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1,649+6.6%26,717$1.21MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+586,148+49.3%1,775,613$80.10MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+395,705—395,705$17.84MQ2 2026Aug 14, 2026
Efg International AgSell-50,113-79.1%13,210$595.90KQ2 2026Aug 14, 2026
Betterment LlcSell-41,026-2.7%1,488,332$67.14MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+40,921+125.8%73,457$3.31MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+28,685—28,685$1.29MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+24,965+37.1%92,269$4.16MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+19,289+195.9%29,133$1.31MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-14,716-20.2%58,233$2.63MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+8,979—8,979$405.03KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+8,778+76.5%20,255$913.72KQ2 2026Aug 14, 2026
Vertex Planning Partners, LlcBuy+5,425—5,425$244.72KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+4,873+32.2%19,987$901.61KQ2 2026Aug 14, 2026
Invst, LlcBuy+4,729+29.8%20,573$928.06KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+4,489+35.8%17,022$767.85KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-2,262-9.2%22,231$1.00MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-2,026-6.4%29,605$1.34MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,599-88.3%212$9.56KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-1,019-9.2%10,083$454.86KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+302—302$13.64KQ2 2026Aug 14, 2026
Morgan StanleyBuy+102,967+9.6%1,177,849$53.13MQ2 2026Aug 13, 2026
Ubs Group AgBuy+33,649+8.5%429,772$19.39MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+23,784+58.9%64,154$2.89MQ2 2026Aug 13, 2026
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Frequently asked questions about IGEB activity

  • Which institutional owners are buying IGEB?

    Institutional owners buying IGEB 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 IGEB activity?

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

  • Is institutional interest in IGEB increasing?

    Institutional interest in IGEB 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.

IGEB Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet