iShares Investment Grade SYSIGEBETF
13F holders, Q1 2025 (March 31)155holders −20
9new positions
26sold out
1famous investor
$45.01avg. 13F price*
At the end of Q1 2025, 155 institutions reported holding iShares Investment Grade SYS (IGEB) in their 13F filings, down 20 from Q4 2024. 9 opened new positions and 26 sold out. The largest holders were Envestnet Asset Management Inc. ($83.8M), State of New Jersey Common Pension Fund D ($73.0M) and LPL Financial LLC ($63.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $37.3M |
| Exits | 26 | $8.2M |
All 13F filers, Q4 2024 → Q1 2025: 4,074,685 shares bought and 1,959,399 shares sold, net +2,115,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Envestnet Asset Management Inc. | 0.03% | Add +23.9% | 1,862,573 | $83.8M |
| State of New Jersey Common Pension Fund D | 0.33% | Add +14.1% | 1,621,932 | $73.0M |
| LPL Financial LLC | 0.02% | Add +7.3% | 1,414,795 | $63.7M |
| Hennion & Walsh Asset Management, Inc. | 2.26% | Add +3.7% | 1,131,051 | $50.9M |
| Stratos Investment Management, LLC | 2.13% | Add +6.2% | 886,851 | $39.9M |
| Ameriprise Financial Inc. | 0.01% | Add +10.5% | 864,507 | $38.9M |
| Cwm, LLC | 0.14% | Reduce -4.0% | 793,692 | $35.7M |
| Betterment LLC | 0.07% | Add +31.8% | 634,891 | $28.6M |
| OneDigital Investment Advisors LLC | 0.33% | Add +17.5% | 624,538 | $28.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.51% | New | 611,374 | $27.5M |
| Bank of America Corp. | 0.00% | Add +10.3% | 601,478 | $27.1M |
| BlackRock, Inc. | 0.00% | Add +222.3% | 574,988 | $25.9M |
| MML Investors Services, LLC | 0.09% | Add +28.0% | 567,525 | $25.5M |
| Ameliora Wealth Management Ltd. | 8.83% | Add +4.7% | 521,558 | $23.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +32.1% | 517,705 | $23.3M |
| Waller Financial Planning Group, Inc. | 6.18% | Reduce -2.9% | 488,616 | $22.0M |
| Royal Bank of Canada | 0.00% | Add +30.3% | 471,525 | $21.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.4% | 414,520 | $18.7M |
| Morgan Stanley | 0.00% | Add +21.8% | 377,254 | $17.0M |
| United Capital Financial Advisors, LLC | 0.12% | Add +21.1% | 305,791 | $13.8M |
| UBS Group AG | 0.00% | Add +223.3% | 291,438 | $13.1M |
| BlueStem Wealth Partners, LLC | 1.69% | Reduce -7.4% | 275,079 | $12.4M |
| McGlone Suttner Wealth Management, Inc. | 1.94% | Add +3.7% | 262,288 | $11.8M |
| Private Advisor Group, LLC | 0.06% | Reduce -20.3% | 226,072 | $10.2M |
| JPMorgan Chase & Co. | 0.00% | Add +132.0% | 215,923 | $9.7M |
| DORVAL Corp | 3.72% | Add +2.2% | 204,216 | $9.3M |
| Merit Financial Group, LLC | 0.13% | Add +1236.8% | 192,141 | $8.6M |
| Exchange Traded Concepts, LLC | 0.15% | Reduce -14.1% | 184,991 | $8.3M |
| Geneos Wealth Management Inc. | 0.25% | Add +2.6% | 167,232 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Add +34.8% | 160,594 | $7.2M |
| Systelligence, LLC | 1.70% | Add +72.9% | 156,982 | $7.1M |
| Jane Street Group, LLC | 0.01% | Add +772.6% | 155,508 | $7.0M |
| Cetera Investment Advisers | 0.01% | Reduce -4.8% | 152,333 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -29.4% | 139,029 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +17.0% | 134,969 | $6.1M |
| Integrated Wealth Concepts LLC | 0.07% | New | 134,160 | $6.0M |
| CPA Asset Management Group, LLC | 2.37% | Add +5.8% | 119,462 | $5.4M |
| TD Waterhouse Canada Inc. | 0.04% | Add +5.9% | 116,517 | $5.2M |
| Harbour Investments, Inc. | 0.12% | Add +22.1% | 96,488 | $4.3M |
| Breakwater Capital Group | 0.70% | Add +52.6% | 87,018 | $3.9M |
| Dohj, LLC | 0.86% | Add +23.9% | 83,283 | $3.7M |
| Park Avenue Securities LLC | 0.04% | Add +31.9% | 79,224 | $3.6M |
| Lunt Capital Management, Inc. | 1.20% | Add +27.2% | 73,359 | $3.3M |
| ORG Partners LLC | 0.79% | Add +58.7% | 68,983 | $3.1M |
| Parallel Advisors, LLC | 0.07% | Reduce -86.1% | 66,868 | $3.0M |
| Accel Wealth Management | 1.05% | Add +20.3% | 64,237 | $2.9M |
| IFP Advisors, Inc | 0.09% | Add +40.5% | 63,976 | $2.9M |
| Tennessee Valley Asset Management Partners | 0.47% | Add +7.0% | 63,896 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.5% | 59,878 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +47.6% | 58,270 | $2.6M |
| Hoese & Co LLP | 2.17% | Add +2.6% | 55,679 | $2.5M |
| Trivium Point Advisory, LLC | 0.31% | Add +81.8% | 54,659 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Add +19.6% | 53,801 | $2.4M |
| FreeGulliver LLC | 1.19% | Add +2.5% | 52,343 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +23.0% | 50,491 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -15.8% | 47,734 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +44.5% | 46,953 | $2.1M |
| Ascent Group, LLC | 0.09% | Add +95.2% | 45,778 | $2.1M |
| Founders Financial Securities LLC | 0.17% | Add +7.3% | 45,899 | $2.1M |
| Altus Wealth Management, LLC | 0.93% | Add +5.1% | 43,898 | $2.0M |
| Dynasty Wealth Management, LLC | 0.03% | Add +19.4% | 43,617 | $2.0M |
| Patton Albertson Miller Group, LLC | 0.28% | Add +29.1% | 42,279 | $1.9M |
| Swmg, LLC | 0.74% | Add +48.1% | 41,617 | $1.9M |
| Fermata Advisors, LLC | 0.32% | Add +125.9% | 38,911 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +5.3% | 37,048 | $1.7M |
| Farther Finance Advisors, LLC | 0.04% | Add +54.8% | 37,040 | $1.7M |
| Shared Vision Wealth Group LLC | 0.87% | Add +6.7% | 35,263 | $1.6M |
| NorthRock Partners, LLC | 0.05% | New | 33,484 | $1.5M |
| Silver Oak Securities, Incorporated | 0.14% | Add +15.8% | 32,925 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Reduce -12.1% | 31,429 | $1.4M |
| HB Wealth Management, LLC | 0.01% | New | 30,204 | $1.4M |
| Convergence Financial, LLC | 0.25% | Reduce -2.2% | 28,725 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -91.3% | 28,381 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -95.3% | 28,140 | $1.3M |
| Forte Asset Management LLC | 0.61% | Add +19.6% | 26,766 | $1.2M |
| Keystone Wealth Services, LLC | 0.31% | Add +0.1% | 25,331 | $1.1M |
| Wealth Management Associates, Inc. | 0.47% | Add +7.2% | 24,133 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -33.2% | 22,689 | $1.0M |
| RFG Advisory, LLC | 0.03% | Add +74.7% | 22,208 | $1000K |
| Sagespring Wealth Partners, LLC | 0.03% | Add +19.9% | 22,089 | $994K |
| MA Private Wealth | 0.18% | Reduce -2.6% | 21,228 | $955K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.1% | 19,853 | $894K |
| Two West Capital Advisors LLC | 0.73% | Add +23.8% | 20,101 | $877K |
| Sovran Advisors, LLC | 0.11% | Add +17.3% | 19,441 | $861K |
| Cerity Partners LLC | 0.00% | Reduce -3.5% | 19,039 | $857K |
| IHT Wealth Management, LLC | 0.03% | Reduce -83.3% | 18,132 | $816K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.6% | 17,307 | $779K |
| Able Wealth Management LLC | 0.44% | Add +234.6% | 16,649 | $749K |
| Rockefeller Capital Management L.P. | 0.00% | Add +57.2% | 15,888 | $715K |
| Centerpoint Advisory Group | 0.70% | Reduce -1.1% | 15,852 | $713K |
| Lion Street Advisors, LLC | 0.23% | Add +1.1% | 15,802 | $711K |
| Eagle Global Advisors LLC | 0.03% | Add +32.4% | 15,750 | $709K |
| Tidemark, LLC | 0.25% | Reduce -66.4% | 15,386 | $693K |
| National Bank of Canada | 0.00% | Add +8.8% | 15,154 | $682K |
| 1620 Investment Advisors, Inc. | 0.49% | Add +1.5% | 13,951 | $628K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.8% | 13,818 | $622K |
| Advus Financial Partners, LLC | 0.17% | Reduce -46.7% | 13,558 | $610K |
| Vertex Planning Partners, LLC | 0.13% | Add +30.6% | 13,171 | $593K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +14.8% | 13,168 | $593K |
| Axxcess Wealth Management, LLC | 0.01% | Add +18.2% | 12,013 | $541K |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.