Who owns IGEB?
iShares Investment Grade Systematic Bond ETF · iShares
189 institutions reported holding IGEB, worth $1.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IGEB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $177.8M | 3,942,341 | +798,634 shares |
| LPL Financial LLC | Fort Mill, SC | $122.4M | 2,714,334 | +533,845 shares |
| State of New Jersey Common Pension Fund D | Trenton, NJ | $86.7M | 1,921,932 | No change |
| Bank of America Corp. | Charlotte, NC | $80.1M | 1,775,613 | +586,148 shares |
| Betterment LLC | New York, NY | $67.1M | 1,488,332 | −41,026 shares |
| Stratos Investment Management, LLC | Beachwood, OH | $55.2M | 1,224,464 | +45,209 shares |
| Morgan Stanley | New York, NY | $53.1M | 1,177,849 | +102,967 shares |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $38.9M | 861,241 | +78,275 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $38.6M | 856,206 | +441,934 shares |
| Equitable Holdings, Inc. | New York, NY | $38.5M | 854,122 | +124,166 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IGEB?
189 institutional managers reported holding IGEB in Form 13F filings for June 30, 2026, worth $1.3B in total. The largest reported position was held by Envestnet Asset Management Inc., at $177.8M.
Did institutions buy or sell IGEB last quarter?
Reported 13F value rose 12.2% from March 31, 2026, which includes price moves as well as buying and selling. 28 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IGEB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.