iShares Investment Grade SYSIGEBETF
13F holders, Q1 2026 (March 31)180holders −11
23new positions
31sold out
1famous investor
$45.07avg. 13F price*
At the end of Q1 2026, 180 institutions reported holding iShares Investment Grade SYS (IGEB) in their 13F filings, down 11 from Q4 2025. 23 opened new positions and 31 sold out. The largest holders were Envestnet Asset Management Inc. ($141.7M), LPL Financial LLC ($98.3M) and State of New Jersey Common Pension Fund D ($86.6M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $53.3M |
| Exits | 31 | $29.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,580,516 shares bought and 4,269,638 shares sold, net −1,689,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 180 holders
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.4% | 3,143,707 | $141.7M |
| LPL Financial LLC | 0.03% | Reduce -10.0% | 2,180,489 | $98.3M |
| State of New Jersey Common Pension Fund D | 0.33% | No change | 1,921,932 | $86.6M |
| Betterment LLC | 0.13% | Add +6.5% | 1,529,358 | $68.9M |
| Bank of America Corp. | 0.00% | Add +12.6% | 1,189,465 | $53.6M |
| Stratos Investment Management, LLC | 2.13% | Add +3.3% | 1,179,255 | $53.1M |
| Morgan Stanley | 0.00% | Add +36.7% | 1,074,882 | $48.4M |
| Cwm, LLC | 0.09% | Add +0.1% | 791,337 | $35.7M |
| Hennion & Walsh Asset Management, Inc. | 1.19% | Reduce -12.1% | 782,966 | $35.3M |
| Equitable Holdings, Inc. | 0.21% | New | 729,956 | $33.3M |
| BlackRock, Inc. | 0.00% | Add +24.9% | 735,734 | $33.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -19.4% | 664,445 | $30.0M |
| Waller Financial Planning Group, Inc. | 6.09% | Add +5.8% | 612,366 | $27.6M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -17.4% | 590,579 | $26.6M |
| MML Investors Services, LLC | 0.07% | Reduce -35.5% | 557,260 | $25.1M |
| Merit Financial Group, LLC | 0.18% | Add +13.1% | 525,643 | $23.7M |
| Cetera Investment Advisers | 0.02% | Reduce -3.6% | 486,928 | $21.9M |
| Ameliora Wealth Management Ltd. | 6.10% | Reduce -25.4% | 424,623 | $19.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -21.9% | 414,272 | $18.7M |
| DORVAL Corp | 5.58% | Add +29.1% | 399,159 | $18.0M |
| UBS Group AG | 0.00% | Reduce -15.0% | 396,123 | $17.8M |
| Private Advisor Group, LLC | 0.07% | Add +13.1% | 341,493 | $15.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.22% | Reduce -21.0% | 327,825 | $14.8M |
| BlueStem Wealth Partners, LLC | 1.36% | Add +46.3% | 270,984 | $12.2M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -18.4% | 265,023 | $11.9M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +7.9% | 243,999 | $11.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.6% | 226,061 | $10.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.1% | 191,805 | $8.6M |
| Breakwater Capital Group | 1.07% | Add +1.9% | 176,984 | $8.0M |
| NorthRock Partners, LLC | 0.13% | Reduce -9.3% | 175,208 | $7.9M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -0.5% | 175,037 | $7.9M |
| Assetmark, Inc. | 0.02% | Add +1.8% | 164,167 | $7.4M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 163,276 | $7.4M |
| Park Avenue Securities LLC | 0.05% | Reduce -22.2% | 133,267 | $6.0M |
| Citadel Advisors | 0.00% | New | 131,012 | $5.9M |
| CPA Asset Management Group, LLC | 1.94% | Reduce -14.3% | 128,160 | $5.8M |
| Diversify Wealth Management, LLC | 0.10% | Add +1788.8% | 125,548 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Add +263.0% | 120,938 | $5.4M |
| Harbour Investments, Inc. | 0.08% | Add +9.9% | 115,578 | $5.2M |
| Hoese & Co LLP | 3.64% | Reduce -2.0% | 108,824 | $4.9M |
| Kelly Financial Services LLC | 0.99% | Add +4.0% | 90,342 | $4.1M |
| Accel Wealth Management | 1.05% | Add +17.0% | 89,157 | $4.0M |
| Keystone Wealth Services, LLC | 0.83% | Add +0.4% | 86,604 | $3.9M |
| Daybright Advisory Services, Inc. | 1.04% | Add +6.6% | 83,650 | $3.8M |
| IFP Advisors, Inc | 0.08% | Reduce -14.8% | 81,267 | $3.7M |
| Lunt Capital Management, Inc. | 1.35% | Add +16.5% | 77,873 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -24.7% | 72,949 | $3.3M |
| Independent Financial Group, LLC | 0.07% | New | 71,198 | $3.2M |
| Altus Wealth Management, LLC | 1.40% | Add +4.5% | 69,944 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.9% | 67,304 | $3.0M |
| Larch Capital Partners LLC | 0.42% | New | 63,720 | $2.9M |
| EFG International AG | 0.06% | New | 63,323 | $2.9M |
| Fermata Advisors, LLC | 0.61% | Reduce -11.9% | 59,642 | $2.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +16.4% | 57,584 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -74.1% | 56,138 | $2.5M |
| JB Capital LLC | 0.10% | Add +18.5% | 55,842 | $2.5M |
| FreeGulliver LLC | 1.05% | Add +0.4% | 55,274 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -14.5% | 53,163 | $2.4M |
| Founders Financial Securities LLC | 0.13% | Add +8.3% | 51,431 | $2.3M |
| Shared Vision Wealth Group LLC | 0.88% | Reduce -19.3% | 47,666 | $2.1M |
| Eagle Global Advisors LLC | 0.07% | Reduce -2.1% | 46,030 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +2.1% | 44,455 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Reduce -8.2% | 44,253 | $2.0M |
| Dynasty Wealth Management, LLC | 0.02% | Reduce -53.9% | 40,593 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.3% | 40,370 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -86.2% | 36,636 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -13.4% | 36,731 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +72.4% | 36,469 | $1.6M |
| Two West Capital Advisors LLC | 0.82% | Add +4.3% | 34,553 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +2.2% | 32,956 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -13.9% | 32,536 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -94.1% | 32,295 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -94.0% | 31,631 | $1.4M |
| Convergence Financial, LLC | 0.15% | Add +1.1% | 31,575 | $1.4M |
| McGlone Suttner Wealth Management, Inc. | 0.19% | Reduce -89.3% | 31,423 | $1.4M |
| RFG Advisory, LLC | 0.03% | Add +8.8% | 30,332 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -8.4% | 30,199 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +15.6% | 30,066 | $1.4M |
| Wealth Management Associates, Inc. | 0.42% | Add +2.5% | 27,045 | $1.2M |
| Keebeck Wealth Management | 0.14% | Reduce -0.9% | 26,965 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.43% | Reduce -11.0% | 26,708 | $1.2M |
| Helium Advisors LLC | 1.13% | New | 26,123 | $1.2M |
| Tidemark, LLC | 0.29% | Add +6.2% | 25,700 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -36.3% | 25,068 | $1.1M |
| World Investment Advisors | 0.02% | Add +51.9% | 24,493 | $1.1M |
| National Bank of Canada | 0.00% | Add +8.8% | 24,240 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +2.0% | 23,923 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +4.6% | 23,419 | $1.1M |
| Forte Asset Management LLC | 0.46% | Add +7.0% | 23,097 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Add +4.1% | 21,546 | $971K |
| Paller Financial Services Inc | 0.80% | Reduce -12.9% | 21,475 | $968K |
| HB Wealth Management, LLC | 0.01% | Reduce -3.2% | 21,364 | $963K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.0% | 20,477 | $923K |
| Icon Wealth Advisors, LLC | 0.06% | Reduce -14.9% | 20,473 | $922K |
| Patton Albertson Miller Group, LLC | 0.10% | Reduce -4.2% | 19,343 | $872K |
| Cadia Private Client LLC | 0.69% | Reduce -9.0% | 18,748 | $845K |
| SteelPeak Wealth, LLC | 0.02% | Add +12.0% | 17,426 | $785K |
| Invst, LLC | 0.08% | Reduce -0.5% | 15,844 | $714K |
| Ade, LLC | 0.34% | Reduce -10.4% | 15,634 | $704K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.6% | 15,114 | $681K |
| 1620 Investment Advisors, Inc. | 0.46% | Add +4.6% | 15,109 | $681K |
| GeoWealth Management, LLC | 0.02% | Add +8.3% | 15,070 | $679K |
| Madson Wealth Advisors Inc | 0.55% | — | 14,658 | $660K |
| Sovran Advisors, LLC | 0.05% | Reduce -66.0% | 14,247 | $643K |
| GC Wealth Management RIA, LLC | 0.03% | Add +11.2% | 13,516 | $609K |
| HighTower Advisors, LLC | 0.00% | New | 12,593 | $568K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +7.2% | 12,533 | $565K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.5% | 11,752 | $530K |
| Riverbend Wealth Management, LLC | 0.33% | Add +10.0% | 11,725 | $528K |
| Mutual Advisors, LLC | 0.01% | Add +161.4% | 11,477 | $517K |
| Composition Wealth, LLC | 0.01% | Reduce -50.3% | 11,327 | $510K |
| IHT Wealth Management, LLC | 0.01% | Add +118.2% | 11,102 | $500K |
| Centerpoint Advisory Group | 0.36% | Reduce -20.1% | 10,758 | $485K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 10,752 | $484K |
| Argyle Capital Partners, LLC | 0.34% | Add +14.3% | 10,551 | $475K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +10.2% | 10,462 | $471K |
| Lockerman Financial Group, Inc. | 0.82% | Add +7.4% | 10,095 | $455K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 9,994 | $450K |
| Modern Wealth Management, LLC | 0.01% | New | 9,844 | $442K |
| Snowden Capital Advisors LLC | 0.01% | Add +7.1% | 9,758 | $440K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +113.6% | 9,567 | $431K |
| Wedbush Securities Inc. | 0.01% | Add +20.0% | 9,108 | $410K |
| Avantra Family Wealth, Inc. | 0.29% | Add +12.2% | 8,691 | $392K |
| TSG Advice Partners, LLC | 0.06% | Add +0.8% | 8,513 | $384K |
| Arlington Trust Co LLC | 0.03% | No change | 8,231 | $371K |
| Inspire Advisors, LLC | 0.03% | New | 8,078 | $364K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -3.4% | 7,805 | $352K |
| Investment Advisory Group, LLC | 0.09% | No change | 7,644 | $344K |
| Atria Investments, Inc | 0.00% | Reduce -82.0% | 7,611 | $343K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -89.3% | 7,579 | $342K |
| West Wealth Group, LLC | 0.07% | Reduce -0.9% | 7,564 | $341K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,549 | $340K |
| Fifth Third Bancorp | 0.00% | New | 7,439 | $335K |
| Gateway Wealth Partners, LLC | 0.01% | New | 7,438 | $335K |
| Vision Retirement, LLC | 0.10% | Reduce -26.3% | 7,413 | $334K |
| Able Wealth Management LLC | 0.09% | Reduce -55.0% | 7,101 | $320K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.8% | 6,898 | $311K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.0% | 6,896 | $311K |
| Strategic Blueprint, LLC | 0.02% | Reduce -3.3% | 6,849 | $309K |
| Everest Financial Group LLC | 0.05% | New | 6,567 | $296K |
| Stronghold Wealth Management L.L.C. | 0.44% | Add +0.8% | 6,504 | $293K |
| Caitlin John, LLC | 0.16% | No change | 5,883 | $265K |
| SigFig Wealth Management, LLC | 0.01% | Add +2.4% | 5,584 | $252K |
| Reicon Wealth Advisors, LLC | 0.19% | New | 5,370 | $242K |
| Focus Partners Wealth | 0.00% | Reduce -31.4% | 5,199 | $234K |
| GEM Asset Management, LLC | 0.10% | Reduce -28.0% | 5,123 | $231K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,097 | $230K |
| Embree Financial Group | 0.03% | New | 4,810 | $217K |
| Mariner, LLC | 0.00% | Reduce -3.6% | 4,757 | $214K |
| Leavell Investment Management, Inc. | 0.01% | No change | 4,645 | $209K |
| Warwick Investment Management, Inc. | 0.03% | Add +4.8% | 4,635 | $209K |
| Twin City Private Wealth, LLC | 0.16% | Reduce -11.8% | 4,572 | $206K |
| Integrated Advisors Network LLC | 0.01% | New | 4,442 | $200K |
| Spirit of America Management Corp. | 0.03% | Reduce -7.5% | 2,999 | $136K |
| Destiny Wealth Partners, LLC | 0.01% | New | 2,230 | $100K |
| Wells Fargo & Company | 0.00% | Reduce -11.2% | 1,811 | $82K |
| Private Trust Co. NA | 0.01% | Add +25.7% | 1,415 | $64K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 1,263 | $57K |
| Kingdom Financial Group LLC. | 0.02% | New | 1,263 | $57K |
| FMR LLC | 0.00% | Reduce -4.7% | 1,146 | $52K |
| Signature Equity Partners, LLC | 0.03% | Reduce -1.7% | 1,063 | $48K |
| AE Wealth Management LLC | 0.00% | Add +9.7% | 961 | $43K |
| Rossby Financial, LCC | 0.01% | Add +24.1% | 948 | $43K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -35.9% | 786 | $35K |
| CoreCap Advisors, LLC | 0.00% | No change | 764 | $34K |
| International Assets Investment Management, LLC | 0.00% | Reduce -69.4% | 725 | $33K |
| Scarborough Advisors, LLC | 0.00% | Add +0.8% | 592 | $27K |
| Allworth Financial LP | 0.00% | Reduce -31.5% | 435 | $20K |
| Cornerstone Planning Group LLC | 0.00% | Add +10533.3% | 319 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 209 | $9K |
| Capital Analysts, LLC | 0.00% | Reduce -88.3% | 200 | $9K |
| Evolution Wealth Management Inc. | 0.01% | No change | 188 | $8K |
| REAP Financial Group, LLC | 0.00% | No change | 187 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.8% | 131 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.6% | 63 | $3K |
| Mosley Wealth Management | 0.00% | New | 19 | $875 |
| Colonial Trust Co / SC | 0.00% | New | 13 | $586 |
| US Bancorp \de | 0.00% | Reduce -99.3% | 6 | $270 |
| Maseco LLP | 0.00% | No change | 6 | $270 |
| Citigroup Inc. | 0.00% | New | 5 | $225 |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.