iShares Investment Grade SYSIGEBETF
13F holders, Q4 2024 (December 31)175holders −57
20new positions
85sold out
1famous investor
$44.38avg. 13F price*
At the end of Q4 2024, 175 institutions reported holding iShares Investment Grade SYS (IGEB) in their 13F filings, down 57 from Q3 2024. 20 opened new positions and 85 sold out. The largest holders were Envestnet Asset Management Inc. ($66.7M), State of New Jersey Common Pension Fund D ($63.1M) and LPL Financial LLC ($58.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Investment Grade SYS
- CUSIP
- 46435G219
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $52.9M |
| Exits | 85 | $83.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,321,991 shares bought and 14,254,767 shares sold, net −11,932,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Envestnet Asset Management Inc. | 0.02% | Reduce -77.3% | 1,503,674 | $66.7M |
| State of New Jersey Common Pension Fund D | 0.25% | No change | 1,421,932 | $63.1M |
| LPL Financial LLC | 0.02% | Reduce -40.2% | 1,319,131 | $58.5M |
| Hennion & Walsh Asset Management, Inc. | 2.19% | Add +16.2% | 1,091,067 | $48.4M |
| Stratos Investment Management, LLC | 2.23% | Add +42.4% | 835,460 | $37.1M |
| Cwm, LLC | 0.15% | Reduce -16.2% | 826,608 | $36.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.8% | 782,069 | $34.7M |
| Citadel Advisors | 0.03% | New | 602,010 | $26.7M |
| Bank of America Corp. | 0.00% | Reduce -36.4% | 545,307 | $24.2M |
| OneDigital Investment Advisors LLC | 0.27% | Add +19.6% | 531,433 | $23.6M |
| Waller Financial Planning Group, Inc. | 5.63% | Add +3.3% | 503,315 | $22.3M |
| Ameliora Wealth Management Ltd. | 8.29% | Add +0.1% | 497,995 | $22.1M |
| Parallel Advisors, LLC | 0.48% | Add +8.3% | 481,882 | $21.4M |
| Betterment LLC | 0.05% | Add +22.8% | 481,661 | $21.4M |
| MML Investors Services, LLC | 0.07% | Reduce -32.7% | 443,500 | $19.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -4.0% | 429,294 | $19.0M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -38.7% | 392,025 | $17.4M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 361,842 | $16.1M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -0.5% | 325,852 | $14.5M |
| Morgan Stanley | 0.00% | Reduce -51.4% | 309,729 | $13.7M |
| BlueStem Wealth Partners, LLC | 1.73% | — | 297,177 | $13.2M |
| Private Advisor Group, LLC | 0.07% | Add +8.7% | 283,641 | $12.6M |
| McGlone Suttner Wealth Management, Inc. | 1.87% | Add +40.2% | 252,863 | $11.2M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -46.0% | 252,561 | $11.2M |
| Exchange Traded Concepts, LLC | 0.19% | New | 215,375 | $9.6M |
| DORVAL Corp | 3.52% | Add +5.6% | 199,885 | $8.9M |
| Raymond James Financial Inc. | 0.00% | — | 197,000 | $8.7M |
| BlackRock, Inc. | 0.00% | Reduce -83.6% | 178,377 | $7.9M |
| Geneos Wealth Management Inc. | 0.25% | Add +40.7% | 163,019 | $7.2M |
| Cetera Investment Advisers | 0.01% | Reduce -71.8% | 159,975 | $7.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -65.2% | 119,182 | $5.3M |
| Stifel Financial Corp. | 0.01% | Reduce -51.0% | 115,396 | $5.1M |
| CPA Asset Management Group, LLC | 2.33% | Add +56.7% | 112,957 | $5.0M |
| TD Waterhouse Canada Inc. | 0.04% | New | 109,984 | $4.9M |
| IHT Wealth Management, LLC | 0.16% | Reduce -82.0% | 108,450 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -86.2% | 93,076 | $4.1M |
| Systelligence, LLC | 0.99% | Add +5.7% | 90,803 | $4.0M |
| UBS Group AG | 0.00% | Add +91.1% | 90,148 | $4.0M |
| Harbour Investments, Inc. | 0.10% | Add +45.7% | 79,050 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -53.5% | 77,254 | $3.4M |
| Dohj, LLC | 0.69% | Add +26.2% | 67,214 | $3.0M |
| Park Avenue Securities LLC | 0.03% | Reduce -82.3% | 60,039 | $2.7M |
| Tennessee Valley Asset Management Partners | 0.44% | Reduce -1.2% | 59,740 | $2.7M |
| Lunt Capital Management, Inc. | 1.00% | New | 57,668 | $2.6M |
| Breakwater Capital Group | 0.50% | Add +32.6% | 57,027 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -93.1% | 56,720 | $2.5M |
| Hoese & Co LLP | 2.09% | Add +42.4% | 54,275 | $2.4M |
| Accel Wealth Management | 0.90% | Add +7.8% | 53,406 | $2.4M |
| FreeGulliver LLC | 1.18% | Add +12.2% | 51,086 | $2.3M |
| Tidemark, LLC | 0.78% | Add +12.7% | 45,737 | $2.0M |
| IFP Advisors, Inc | 0.07% | Add +249.2% | 45,551 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Reduce -7.4% | 44,994 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +44.0% | 44,871 | $2.0M |
| ORG Partners LLC | 0.27% | Reduce -0.7% | 43,459 | $1.9M |
| Founders Financial Securities LLC | 0.17% | Add +15.1% | 42,778 | $1.9M |
| Altus Wealth Management, LLC | 0.83% | Add +6.0% | 41,778 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -23.5% | 41,054 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +480.6% | 39,480 | $1.8M |
| Dynasty Wealth Management, LLC | 0.03% | Reduce -40.2% | 36,516 | $1.6M |
| Buffington Mohr McNeal | 0.27% | Add +6.5% | 36,500 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | New | 35,765 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -11.6% | 35,186 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -13.9% | 33,963 | $1.5M |
| Shared Vision Wealth Group LLC | 0.77% | Reduce -41.5% | 33,037 | $1.5M |
| Patton Albertson Miller Group, LLC | 0.19% | Add +114.7% | 32,756 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -48.6% | 32,483 | $1.4M |
| Trivium Point Advisory, LLC | 0.17% | Add +17.7% | 30,057 | $1.3M |
| Convergence Financial, LLC | 0.26% | Add +8.8% | 29,359 | $1.3M |
| Silver Oak Securities, Incorporated | 0.12% | New | 28,428 | $1.3M |
| Swmg, LLC | 0.50% | Add +13.9% | 28,108 | $1.2M |
| Advus Financial Partners, LLC | 0.32% | Add +77.2% | 25,426 | $1.1M |
| Keystone Wealth Services, LLC | 0.30% | New | 25,313 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -14.0% | 23,928 | $1.1M |
| Ascent Group, LLC | 0.08% | Reduce -49.5% | 23,447 | $1.0M |
| Copperleaf Capital, LLC | 0.65% | New | 23,007 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -88.8% | 22,941 | $1.0M |
| Wealth Management Associates, Inc. | 0.43% | Add +9.0% | 22,505 | $998K |
| Forte Asset Management LLC | 0.53% | Reduce -67.7% | 22,385 | $993K |
| MA Private Wealth | 0.18% | Reduce -4.8% | 21,802 | $967K |
| Apollon Wealth Management, LLC | 0.02% | Add +25.7% | 19,876 | $882K |
| Cerity Partners LLC | 0.00% | New | 19,740 | $876K |
| Strategic Wealth Investment Group, LLC | 0.05% | New | 9,665 | $873K |
| World Investment Advisors | 0.02% | Reduce -32.3% | 19,069 | $846K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 18,425 | $817K |
| Jane Street Group, LLC | 0.00% | New | 17,822 | $791K |
| Fermata Advisors, LLC | 0.14% | Add +77.2% | 17,223 | $764K |
| Collier Financial | 0.68% | — | 17,042 | $756K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +58.5% | 16,376 | $726K |
| Sovran Advisors, LLC | 0.10% | — | 16,581 | $726K |
| Two West Capital Advisors LLC | 0.62% | Reduce -0.2% | 16,231 | $720K |
| Centerpoint Advisory Group | 0.69% | — | 16,036 | $711K |
| Lion Street Advisors, LLC | 0.22% | Reduce -3.1% | 15,622 | $693K |
| Merit Financial Group, LLC | 0.01% | Add +176.5% | 14,373 | $638K |
| National Bank of Canada | 0.00% | Add +16.6% | 13,926 | $618K |
| 1620 Investment Advisors, Inc. | 0.47% | Add +12.2% | 13,743 | $610K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -39.2% | 13,310 | $590K |
| RFG Advisory, LLC | 0.02% | Reduce -34.1% | 12,711 | $564K |
| WCG Wealth Advisors LLC | 0.04% | Add +2.4% | 12,154 | $539K |
| Integrated Advisors Network LLC | 0.03% | Reduce -4.0% | 12,105 | $537K |
| Eagle Global Advisors LLC | 0.02% | Add +128.8% | 11,900 | $528K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -44.0% | 11,469 | $509K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.4% | 11,175 | $496K |
| Rothschild Wealth LLC | 0.13% | Reduce -92.1% | 10,396 | $461K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.6% | 10,164 | $451K |
| Horst & Graben Wealth Management LLC | 0.08% | Reduce -76.7% | 10,140 | $450K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,107 | $448K |
| Vertex Planning Partners, LLC | 0.10% | Add +5.3% | 10,082 | $447K |
| Keystone Financial Services | 0.17% | Reduce -18.1% | 9,724 | $431K |
| Argyle Capital Partners, LLC | 0.35% | — | 9,233 | $410K |
| Ade, LLC | 0.23% | Add +46.7% | 8,581 | $381K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -44.0% | 8,449 | $375K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -90.0% | 8,430 | $374K |
| Mariner, LLC | 0.00% | Reduce -64.0% | 7,913 | $351K |
| Investment Advisory Group, LLC | 0.11% | Add +61.5% | 7,644 | $339K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.3% | 7,574 | $336K |
| Pinion Investment Advisors, LLC | 0.12% | New | 6,524 | $289K |
| New England Private Wealth Advisors LLC | 0.05% | New | 6,512 | $289K |
| Caitlin John, LLC | 0.19% | No change | 6,299 | $279K |
| TSA Wealth Managment LLC | 0.11% | Reduce -89.0% | 6,222 | $276K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -36.2% | 6,175 | $274K |
| Kraft, Davis & Associates, LLC | 0.08% | Add +1.4% | 6,021 | $267K |
| Arkadios Wealth Advisors | 0.01% | Reduce -20.7% | 5,992 | $266K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -53.6% | 5,916 | $262K |
| Spectrum Wealth Counsel, LLC | 0.03% | Reduce -68.8% | 5,771 | $256K |
| Concorde Asset Management, LLC | 0.13% | Reduce -4.7% | 5,660 | $251K |
| Spirit of America Management Corp. | 0.05% | Reduce -6.8% | 5,563 | $247K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -88.6% | 5,478 | $243K |
| DecisionMap Wealth Management, LLC | 0.19% | — | 5,405 | $240K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -86.7% | 5,162 | $229K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 5,155 | $229K |
| Executive Wealth Management, LLC | 0.02% | No change | 5,119 | $227K |
| Certus Wealth Management, LLC | 0.15% | Reduce -35.7% | 5,078 | $226K |
| HRT Financial LP | 0.00% | New | 5,104 | $226K |
| Able Wealth Management LLC | 0.15% | New | 4,976 | $221K |
| Liberty Square Wealth Partners LLC | 0.08% | — | 4,805 | $215K |
| IFG Advisory, LLC | 0.01% | New | 4,557 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Add +43.8% | 4,375 | $194K |
| Comerica Bank | 0.00% | Reduce -51.1% | 4,112 | $182K |
| Twin City Private Wealth, LLC | 0.14% | Reduce -15.4% | 3,623 | $161K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -89.7% | 3,435 | $152K |
| Principal Securities, Inc. | 0.00% | Add +207.6% | 2,919 | $129K |
| Ameriflex Group, Inc. | 0.06% | — | 2,880 | $128K |
| Midwest Capital Advisors, LLC | 0.08% | — | 2,435 | $108K |
| Wells Fargo & Company | 0.00% | Add +1243.8% | 2,177 | $97K |
| Capital Analysts, LLC | 0.00% | Reduce -82.1% | 1,733 | $77K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +222.8% | 1,730 | $77K |
| AE Wealth Management LLC | 0.00% | Reduce -96.3% | 1,122 | $50K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -96.5% | 1,070 | $48K |
| WR Wealth Planners, LLC | 0.01% | Reduce -50.2% | 753 | $33K |
| REAP Financial Group, LLC | 0.01% | Reduce -3.2% | 687 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +1.1% | 570 | $25K |
| Private Trust Co. NA | 0.00% | Reduce -86.3% | 560 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -33.4% | 553 | $25K |
| Atlatl Advisers LLC | 0.01% | — | 496 | $22K |
| Continuum Advisory, LLC | 0.00% | No change | 462 | $20K |
| Phillips Financial Management, LLC | 0.00% | No change | 450 | $20K |
| Global Retirement Partners, LLC | 0.00% | Reduce -98.8% | 406 | $18K |
| FLP Wealth Management, LLC | 0.04% | — | 335 | $15K |
| Raleigh Capital Management Inc. | 0.01% | Add +22.1% | 304 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 300 | $13K |
| Avior Wealth Management, LLC | 0.00% | No change | 272 | $12K |
| Beacon Capital Management, LLC | 0.00% | Reduce -39.0% | 245 | $11K |
| Bangor Savings Bank | 0.00% | No change | 211 | $9K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 188 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | New | 188 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -63.5% | 172 | $8K |
| Tsfg, LLC | 0.00% | Reduce -97.3% | 136 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1.6% | 123 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.7% | 59 | $3K |
| WealthShield Partners, LLC | 0.00% | Reduce -99.7% | 59 | $3K |
| Oarsman Capital, Inc. | 0.00% | No change | 51 | $2K |
| FMR LLC | 0.00% | Reduce -95.9% | 38 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -99.4% | 3 | $128 |
| Synergy Asset Management, LLC | 0.00% | New | 1 | $47 |
| GeoWealth Management, LLC | 0.00% | Reduce -99.9% | 1 | $40 |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.