IGEB Institutional Ownership
iShares Investment Grade Systematic Bond ETF
1W: -0.7%
1M: -2.9%
3M: -5.2%
YTD: -5.8%
1Y: -6.1%
3Y: +13.0%
5Y: -3.9%
$42.63
-0.06 (-0.14%)
Weekly Expected Move ±0.7%
$42
$42
$43
$43
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IGEB
205
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
28
New Positions
88
Increased
72
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (229 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3,942,341 | $168M | +798,634 | +25.4% | 11Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,714,334 | $116M | +533,845 | +24.5% | 14Q | SEC ↗ |
| 3 | State of New Jersey Common Pension Fun | 1,921,932 | $82M | — | +0.0% | 10Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,775,613 | $76M | +586,148 | +49.3% | 15Q | SEC ↗ |
| 5 | Betterment LLC | 1,488,332 | $63M | -41,026 | -2.7% | 11Q | SEC ↗ |
| 6 | Stratos Investment Management, LLC | 1,224,464 | $52M | +45,209 | +3.8% | 10Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,177,849 | $50M | +102,967 | +9.6% | 15Q | SEC ↗ |
| 8 | Hennion & Walsh Asset Management, Inc. | 861,241 | $37M | +78,275 | +10.0% | 19Q | SEC ↗ |
| 9 | Equitable Holdings, Inc. | 854,122 | $36M | +124,166 | +17.0% | 2Q | SEC ↗ |
| 10 | CWM, LLC | 791,337 | $34M | +1,211 | +0.2% | 18Q | SEC ↗ |
| 11 | BlackRock, Inc. | 743,163 | $32M | +7,429 | +1.0% | 8Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 674,762 | $29M | +187,834 | +38.6% | 11Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC | 645,097 | $28M | +87,837 | +15.8% | 11Q | SEC ↗ |
| 14 | OneDigital Investment Advisors LLC | 640,961 | $27M | +50,382 | +8.5% | 11Q | SEC ↗ |
| 15 | WALLER FINANCIAL PLANNING GROUP, INC | 624,286 | $27M | +11,920 | +1.9% | 14Q | SEC ↗ |
| 16 | Merit Financial Group, LLC | 620,167 | $26M | +94,524 | +18.0% | 8Q | SEC ↗ |
| 17 | Ameliora Wealth Management Ltd. | 429,861 | $18M | +5,238 | +1.2% | 14Q | SEC ↗ |
| 18 | UBS Group AG | 429,772 | $18M | +33,649 | +8.5% | 9Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 428,103 | $18M | +13,831 | +3.3% | 14Q | SEC ↗ |
| 20 | DORVAL Corp | 408,504 | $17M | +9,345 | +2.3% | 11Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 395,705 | $17M | -268,740 | -40.4% | 16Q | SEC ↗ |
| 22 | Envestnet Portfolio Solutions, Inc. | 352,912 | $15M | +108,913 | +44.6% | 11Q | SEC ↗ |
| 23 | Heck Capital Advisors, LLC NEW | 269,354 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 259,326 | $11M | +67,521 | +35.2% | 5Q | SEC ↗ |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 258,003 | $11M | -7,020 | -2.6% | 11Q | SEC ↗ |
| 26 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 255,722 | $11M | -72,103 | -22.0% | 6Q | SEC ↗ |
| 27 | Kelly Financial Services LLC | 253,415 | $11M | +163,073 | +180.5% | 5Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 241,115 | $10M | +15,054 | +6.7% | 11Q | SEC ↗ |
| 29 | BlueStem Wealth Partners, LLC | 226,998 | $10M | -43,986 | -16.2% | 7Q | SEC ↗ |
| 30 | ASSETMARK, INC | 209,120 | $9M | +44,953 | +27.4% | 5Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 167,474 | $7M | +4,198 | +2.6% | 11Q | SEC ↗ |
| 32 | EXCHANGE TRADED CONCEPTS, LLC | 166,579 | $7M | -8,458 | -4.8% | 7Q | SEC ↗ |
| 33 | Systelligence, LLC NEW | 158,594 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 34 | NorthRock Partners, LLC | 153,630 | $7M | -21,578 | -12.3% | 6Q | SEC ↗ |
| 35 | DIVERSIFY WEALTH MANAGEMENT, LLC | 153,618 | $7M | +28,070 | +22.4% | 3Q | SEC ↗ |
| 36 | Diversify Advisory Services, LLC NEW | 153,618 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Breakwater Capital Group | 135,818 | $6M | -41,166 | -23.3% | 9Q | SEC ↗ |
| 38 | Private Advisor Group, LLC | 133,936 | $6M | -207,557 | -60.8% | 17Q | SEC ↗ |
| 39 | PARK AVENUE SECURITIES LLC | 116,092 | $5M | -17,175 | -12.9% | 11Q | SEC ↗ |
| 40 | HARBOUR INVESTMENTS, INC. | 115,238 | $5M | -340 | -0.3% | 10Q | SEC ↗ |
| 41 | Hoese & Co LLP | 109,648 | $5M | +824 | +0.8% | 8Q | SEC ↗ |
| 42 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 104,547 | $4M | +101,548 | +3386.1% | 9Q | SEC ↗ |
| 43 | OSAIC HOLDINGS, INC. | 92,269 | $4M | +24,965 | +37.1% | 26Q | SEC ↗ |
| 44 | Keystone Wealth Services, LLC | 91,376 | $4M | +4,772 | +5.5% | 7Q | SEC ↗ |
| 45 | Accel Wealth Management | 88,009 | $4M | -1,148 | -1.3% | 8Q | SEC ↗ |
| 46 | C2P Capital Advisory Group, LLC d.b.a. | 84,783 | $4M | +27,199 | +47.2% | 5Q | SEC ↗ |
| 47 | Lunt Capital Management, Inc. | 82,063 | $3M | +4,190 | +5.4% | 7Q | SEC ↗ |
| 48 | JB Capital LLC | 78,514 | $3M | +22,672 | +40.6% | 5Q | SEC ↗ |
| 49 | JANE STREET GROUP, LLC | 73,457 | $3M | +40,921 | +125.8% | 3Q | SEC ↗ |
| 50 | Trivium Point Advisory, LLC NEW | 70,182 | $3M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Heck Capital Advisors, LLC | 269,354 | $11M |
| Systelligence, LLC | 158,594 | $7M |
| Diversify Advisory Services, LLC | 153,618 | $7M |
| Trivium Point Advisory, LLC | 70,182 | $3M |
| Advyzon Investment Management, LLC | 28,685 | $1M |
| StoneX Group Inc. | 11,522 | $491K |
| IFG Advisory, LLC | 8,979 | $383K |
| Quantinno Capital Management LP | 8,735 | $372K |
| Town Capital LLC | 7,676 | $327K |
| Summit Financial, LLC | 7,629 | $325K |
| Global Retirement Partners, LLC | 7,514 | $320K |
| Corient Private Wealth LP | 6,570 | $280K |
| Kraft, Davis & Associates, LLC | 5,973 | $255K |
| EP Wealth Advisors, LLC | 5,771 | $246K |
| Vertex Planning Partners, LLC | 5,425 | $231K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,063 | $216K |
| Barnes Wealth Management Group, Inc | 4,775 | $204K |
| Sanctuary Advisors, LLC | 4,773 | $203K |
| Oregon Pacific Wealth Management, L | 4,746 | $202K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 1,640 | $70K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 131,012 | $6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 120,938 | $5M |
| PEAPACK GLADSTONE FINANCIAL CORP | 88,075 | $4M |
| INDEPENDENT FINANCIAL GROUP, LLC | 71,198 | $3M |
| Bank of New York Mellon Corp | 56,138 | $2M |
| Ascent Group, LLC | 52,389 | $2M |
| Traveka Wealth, LLC | 47,728 | $2M |
| SWMG, LLC | 35,780 | $2M |
| MA Private Wealth | 21,063 | $898K |
| JT Stratford LLC | 17,621 | $751K |
| Cyndeo Wealth Partners, LLC | 16,212 | $691K |
| INTEGRITY ALLIANCE, LLC. | 12,675 | $540K |
| Sharkey, Howes & Javer | 10,968 | $468K |
| WEDBUSH SECURITIES INC | 9,108 | $388K |
| GOLDMAN SACHS GROUP INC | 7,277 | $310K |
| Able Wealth Management LLC | 7,101 | $303K |
| DecisionMap Wealth Management, LLC | 6,283 | $268K |
| Triad Wealth Partners, LLC | 6,112 | $261K |
| Warwick Investment Management, Inc. | 4,635 | $198K |
| Western Wealth Management, LLC | 3,428 | $146K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +798,634 | +25.4% | 3,942,341 |
| BANK OF AMERICA CORP /DE | +586,148 | +49.3% | 1,775,613 |
| LPL Financial LLC | +533,845 | +24.5% | 2,714,334 |
| Cetera Investment Advisers | +187,834 | +38.6% | 674,762 |
| Kelly Financial Services LLC | +163,073 | +180.5% | 253,415 |
| Equitable Holdings, Inc. | +124,166 | +17.0% | 854,122 |
| Envestnet Portfolio Solutions, Inc. | +108,913 | +44.6% | 352,912 |
| MORGAN STANLEY | +102,967 | +9.6% | 1,177,849 |
| SPIRIT OF AMERICA MANAGEMENT CORP/N | +101,548 | +3386.1% | 104,547 |
| Merit Financial Group, LLC | +94,524 | +18.0% | 620,167 |
| MML INVESTORS SERVICES, LLC | +87,837 | +15.8% | 645,097 |
| Hennion & Walsh Asset Management, I | +78,275 | +10.0% | 861,241 |
| COMMONWEALTH EQUITY SERVICES, LLC | +67,521 | +35.2% | 259,326 |
| OneDigital Investment Advisors LLC | +50,382 | +8.5% | 640,961 |
| Stratos Investment Management, LLC | +45,209 | +3.8% | 1,224,464 |
| ASSETMARK, INC | +44,953 | +27.4% | 209,120 |
| JANE STREET GROUP, LLC | +40,921 | +125.8% | 73,457 |
| UBS Group AG | +33,649 | +8.5% | 429,772 |
| Convergence Financial, LLC | +29,193 | +92.5% | 60,768 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +28,070 | +22.4% | 153,618 |