iShares Investment Grade SYSIGEBETF
13F holders, Q2 2025 (June 30)179holders +24
31new positions
7sold out
1famous investor
$45.44avg. 13F price*
At the end of Q2 2025, 179 institutions reported holding iShares Investment Grade SYS (IGEB) in their 13F filings, up 24 from Q1 2025. 31 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($142.6M), LPL Financial LLC ($91.6M) and State of New Jersey Common Pension Fund D ($73.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $34.4M |
| Exits | 7 | $5.1M |
All 13F filers, Q1 2025 → Q2 2025: 5,131,364 shares bought and 1,156,900 shares sold, net +3,974,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 179 holders
| Envestnet Asset Management Inc. | 0.04% | Add +68.5% | 3,138,485 | $142.6M |
| LPL Financial LLC | 0.03% | Add +42.5% | 2,016,169 | $91.6M |
| State of New Jersey Common Pension Fund D | 0.29% | No change | 1,621,932 | $73.7M |
| Bank of America Corp. | 0.00% | Add +88.2% | 1,132,007 | $51.4M |
| Ameriprise Financial Inc. | 0.01% | Add +15.3% | 996,346 | $45.3M |
| Stratos Investment Management, LLC | 1.91% | Add +3.3% | 915,748 | $41.6M |
| Hennion & Walsh Asset Management, Inc. | 1.46% | Reduce -29.8% | 794,619 | $36.1M |
| Cwm, LLC | 0.13% | Reduce -1.3% | 783,778 | $35.6M |
| MML Investors Services, LLC | 0.10% | Add +31.6% | 746,919 | $33.9M |
| OneDigital Investment Advisors LLC | 0.37% | Add +17.1% | 731,608 | $33.2M |
| Betterment LLC | 0.07% | Add +8.3% | 687,332 | $31.2M |
| BlackRock, Inc. | 0.00% | Add +3.7% | 596,006 | $27.1M |
| Morgan Stanley | 0.00% | Add +47.4% | 556,092 | $25.3M |
| Ameliora Wealth Management Ltd. | 8.91% | Add +5.2% | 548,401 | $24.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.40% | Reduce -15.1% | 519,201 | $23.6M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -1.9% | 508,100 | $23.1M |
| Waller Financial Planning Group, Inc. | 5.44% | Add +1.3% | 495,159 | $22.5M |
| Royal Bank of Canada | 0.00% | Add +4.1% | 490,925 | $22.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +6.9% | 442,957 | $20.1M |
| UBS Group AG | 0.00% | Add +15.5% | 336,739 | $15.3M |
| United Capital Financial Advisors, LLC | 0.12% | Add +8.3% | 331,206 | $15.0M |
| JPMorgan Chase & Co. | 0.00% | Add +47.0% | 317,402 | $14.4M |
| McGlone Suttner Wealth Management, Inc. | 1.87% | Add +3.9% | 272,605 | $12.4M |
| Geneos Wealth Management Inc. | 0.28% | Add +51.4% | 253,227 | $11.5M |
| Merit Financial Group, LLC | 0.13% | Add +29.5% | 248,811 | $11.3M |
| Cetera Investment Advisers | 0.02% | Add +60.1% | 243,872 | $11.1M |
| Commonwealth Equity Services, LLC | 0.01% | New | 236,912 | $10.8M |
| Private Advisor Group, LLC | 0.06% | Add +3.6% | 234,158 | $10.6M |
| DORVAL Corp | 3.76% | Add +13.2% | 231,061 | $10.5M |
| Bank of New York Mellon Corp | 0.00% | Add +14.6% | 184,007 | $8.4M |
| BlueStem Wealth Partners, LLC | 0.95% | Reduce -37.8% | 171,004 | $7.8M |
| Exchange Traded Concepts, LLC | 0.10% | Reduce -7.8% | 170,504 | $7.7M |
| Integrated Wealth Concepts LLC | 0.08% | Add +24.6% | 167,173 | $7.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +245.9% | 165,106 | $7.5M |
| Assetmark, Inc. | 0.02% | New | 157,095 | $7.1M |
| Park Avenue Securities LLC | 0.06% | Add +87.2% | 148,338 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +7.6% | 145,237 | $6.6M |
| Systelligence, LLC | 1.18% | Reduce -10.5% | 140,496 | $6.4M |
| CPA Asset Management Group, LLC | 2.48% | Add +8.8% | 129,973 | $5.9M |
| Citadel Advisors | 0.01% | Add +353.4% | 127,589 | $5.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -18.2% | 113,763 | $5.2M |
| IFP Advisors, Inc | 0.14% | Add +71.2% | 109,511 | $5.0M |
| Harbour Investments, Inc. | 0.11% | Add +1.8% | 98,181 | $4.5M |
| Breakwater Capital Group | 0.70% | Add +8.9% | 94,737 | $4.3M |
| Vestmark Advisory Solutions, Inc. | 0.06% | New | 87,926 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +1105.4% | 86,656 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +44.2% | 86,348 | $3.9M |
| Lunt Capital Management, Inc. | 1.31% | Add +2.6% | 75,261 | $3.4M |
| ORG Partners LLC | 0.73% | Add +5.7% | 72,939 | $3.3M |
| Accel Wealth Management | 1.02% | Add +4.5% | 67,138 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +1035.8% | 66,480 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +19.4% | 60,272 | $2.7M |
| Trivium Point Advisory, LLC | 0.30% | Add +10.1% | 60,195 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +2.3% | 59,620 | $2.7M |
| Kelly Financial Services LLC | 0.80% | New | 59,595 | $2.7M |
| Hoese & Co LLP | 2.18% | Add +6.9% | 59,519 | $2.7M |
| Shared Vision Wealth Group LLC | 1.22% | Add +53.5% | 54,119 | $2.5M |
| FreeGulliver LLC | 1.12% | Add +2.0% | 53,387 | $2.4M |
| Advisory Services Network, LLC | 0.04% | Reduce -0.6% | 53,467 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +3.6% | 48,626 | $2.2M |
| Parallel Advisors, LLC | 0.04% | Reduce -28.9% | 47,549 | $2.2M |
| Ascent Group, LLC | 0.08% | Add +2.3% | 46,813 | $2.1M |
| Fermata Advisors, LLC | 0.54% | Add +13.4% | 44,117 | $2.0M |
| Altus Wealth Management, LLC | 0.94% | Reduce -1.2% | 43,389 | $2.0M |
| Dynasty Wealth Management, LLC | 0.03% | Reduce -2.5% | 42,514 | $1.9M |
| Swmg, LLC | 0.65% | Add +2.3% | 42,563 | $1.9M |
| Founders Financial Securities LLC | 0.14% | Reduce -14.0% | 39,458 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +136.0% | 37,499 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -77.2% | 35,406 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.2% | 35,134 | $1.6M |
| JB Capital LLC | 0.07% | New | 32,960 | $1.5M |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -1.0% | 32,594 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | New | 31,020 | $1.4M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -19.8% | 29,703 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Reduce -1.8% | 29,676 | $1.3M |
| Sovran Advisors, LLC | 0.14% | Add +52.9% | 29,726 | $1.3M |
| Convergence Financial, LLC | 0.22% | Reduce -3.2% | 27,810 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +24.3% | 27,461 | $1.2M |
| MA Private Wealth | 0.22% | Add +26.6% | 26,874 | $1.2M |
| Keystone Wealth Services, LLC | 0.28% | Add +0.0% | 25,337 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.15% | Reduce -40.3% | 25,228 | $1.1M |
| RFG Advisory, LLC | 0.03% | Add +13.3% | 25,164 | $1.1M |
| Wealth Management Associates, Inc. | 0.44% | Add +2.1% | 24,631 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | New | 23,603 | $1.1M |
| Composition Wealth, LLC | 0.02% | New | 23,322 | $1.1M |
| Dohj, LLC | 0.30% | Reduce -71.8% | 23,453 | $1.0M |
| Two West Capital Advisors LLC | 0.68% | Add +13.9% | 22,899 | $1.0M |
| Sigma Planning Corp | 0.03% | Reduce -4.8% | 21,600 | $982K |
| Forte Asset Management LLC | 0.48% | Reduce -22.1% | 20,852 | $948K |
| National Bank of Canada | 0.00% | Add +29.0% | 19,547 | $888K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.4% | 19,372 | $880K |
| NewEdge Advisors, LLC | 0.00% | Add +1.7% | 17,609 | $800K |
| Eagle Global Advisors LLC | 0.03% | Add +0.8% | 15,870 | $721K |
| Centerpoint Advisory Group | 0.61% | Reduce -2.9% | 15,397 | $700K |
| Lion Street Advisors, LLC | 0.21% | Reduce -5.1% | 15,000 | $682K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +27.2% | 14,898 | $677K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.7% | 14,748 | $670K |
| 1620 Investment Advisors, Inc. | 0.48% | Add +5.7% | 14,740 | $670K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +11.3% | 14,651 | $666K |
| Vertex Planning Partners, LLC | 0.13% | Add +3.3% | 13,601 | $618K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -53.3% | 13,249 | $602K |
| Able Wealth Management LLC | 0.30% | Reduce -22.3% | 12,936 | $588K |
| SteelPeak Wealth, LLC | 0.02% | Add +5.1% | 12,401 | $564K |
| Tidemark, LLC | 0.18% | Reduce -22.0% | 12,006 | $546K |
| GeoWealth Management, LLC | 0.02% | Add +10.8% | 11,762 | $534K |
| GC Wealth Management RIA, LLC | 0.04% | Add +10.3% | 11,709 | $532K |
| Ade, LLC | 0.27% | Add +21.3% | 11,294 | $513K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 11,288 | $513K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 10,839 | $493K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -11.0% | 10,687 | $486K |
| IHT Wealth Management, LLC | 0.01% | Reduce -41.6% | 10,593 | $481K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 10,383 | $472K |
| First Horizon Advisors, Inc. | 0.01% | Add +38.2% | 9,856 | $448K |
| High Falls Advisors, Inc | 0.10% | New | 9,806 | $446K |
| Invst, LLC | 0.06% | New | 9,721 | $442K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.0% | 9,352 | $425K |
| Wells Fargo & Company | 0.00% | Add +3004.0% | 9,250 | $420K |
| Argyle Capital Partners, LLC | 0.35% | No change | 9,233 | $420K |
| World Investment Advisors | 0.01% | Add +94.4% | 8,660 | $394K |
| Advus Financial Partners, LLC | 0.10% | Reduce -36.1% | 8,659 | $393K |
| Cerity Partners LLC | 0.00% | Reduce -54.8% | 8,614 | $391K |
| Twin City Private Wealth, LLC | 0.30% | Add +112.5% | 8,153 | $370K |
| Investment Advisory Group, LLC | 0.11% | No change | 7,644 | $347K |
| Focus Partners Wealth | 0.00% | New | 7,560 | $344K |
| West Wealth Group, LLC | 0.08% | New | 7,310 | $333K |
| New England Private Wealth Advisors LLC | 0.04% | Add +1.6% | 6,674 | $303K |
| Avantax Advisory Services, Inc. | 0.00% | Add +26.2% | 6,676 | $303K |
| Riverbend Wealth Management, LLC | 0.23% | New | 6,587 | $299K |
| NorthRock Partners, LLC | 0.01% | Reduce -80.8% | 6,441 | $293K |
| DecisionMap Wealth Management, LLC | 0.19% | Reduce -5.5% | 6,165 | $280K |
| Caitlin John, LLC | 0.25% | Reduce -4.8% | 5,999 | $273K |
| Certus Wealth Management, LLC | 0.18% | Reduce -0.2% | 5,997 | $273K |
| IFG Advisory, LLC | 0.01% | Add +16.8% | 5,967 | $271K |
| Integrated Advisors Network LLC | 0.01% | New | 5,906 | $268K |
| Icon Wealth Advisors, LLC | 0.02% | Add +50.9% | 5,710 | $259K |
| Comerica Bank | 0.00% | Add +38.9% | 5,562 | $253K |
| Spirit of America Management Corp. | 0.05% | Add +0.7% | 5,570 | $252K |
| SigFig Wealth Management, LLC | 0.01% | New | 5,494 | $249K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.7% | 5,410 | $246K |
| Mariner, LLC | 0.00% | Reduce -1.6% | 5,378 | $244K |
| Precision Wealth Strategies, LLC | 0.07% | New | 5,063 | $230K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,967 | $226K |
| Liberty Square Wealth Partners LLC | 0.08% | No change | 4,805 | $218K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -3.6% | 4,705 | $214K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,447 | $202K |
| Ameriflex Group, Inc. | 0.08% | Add +1.3% | 3,285 | $149K |
| Principal Securities, Inc. | 0.00% | Reduce -17.5% | 2,407 | $109K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -98.1% | 2,167 | $98K |
| Global Retirement Partners, LLC | 0.00% | — | 1,860 | $85K |
| LGT Financial Advisors LLC | 0.20% | New | 1,759 | $80K |
| Capital Analysts, LLC | 0.00% | Reduce -10.8% | 1,695 | $77K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,123 | $51K |
| AE Wealth Management LLC | 0.00% | Add +9.4% | 1,042 | $47K |
| Rossby Financial, LCC | 0.01% | Add +19.2% | 868 | $39K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 725 | $33K |
| REAP Financial Group, LLC | 0.01% | No change | 687 | $31K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 641 | $29K |
| Lanark Financial, Inc. | 0.00% | New | 594 | $26K |
| Scarborough Advisors, LLC | 0.01% | New | 571 | $26K |
| AdvisorNet Financial, Inc | 0.00% | No change | 553 | $25K |
| Midwest Capital Advisors, LLC | 0.01% | Reduce -67.5% | 544 | $25K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 510 | $23K |
| Private Trust Co. NA | 0.00% | Reduce -13.8% | 419 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 300 | $14K |
| Beacon Capital Management, LLC | 0.00% | No change | 245 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 188 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 188 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1.6% | 126 | $6K |
| North Capital, Inc. | 0.00% | Add +1.0% | 102 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -43.6% | 97 | $4K |
| Key Financial Inc | 0.00% | New | 75 | $3K |
| FMR LLC | 0.00% | Reduce -45.3% | 70 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -1.7% | 59 | $3K |
| Ancora Advisors LLC | 0.00% | Reduce -23.5% | 52 | $2K |
| Park Square Financial Group, LLC | 0.00% | New | 46 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 38 | $2K |
| US Bancorp \de | 0.00% | New | 6 | $273 |
| Cornerstone Planning Group LLC | 0.00% | No change | 3 | $134 |
| Kilter Group LLC | 0.00% | New | 1 | $45 |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.