Who owns iShares Investment Grade Systematic Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IGEB from SEC Form 13F filings across 189 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 189 institutions disclosed 28.8M shares of iShares Investment Grade Systematic Bond ETF worth $1.30B — about 93.7% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
189
13F holders
$1.30B
value, 2026 filers
93.7%
of shares outstanding (28.8M sh)
28
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IGEB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3.9M | $177.8M | 0.0% | 12.8% | +25.4% |
| 2 | LPL Financial LLC | 2.7M | $122.4M | 0.0% | 8.8% | +24.5% |
| 3 | State of New Jersey Common Pension Fund D | 1.9M | $86.7M | 0.3% | 6.2% | 0.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 1.8M | $80.1M | 0.0% | 5.8% | +49.3% |
| 5 | Betterment LLC | 1.5M | $67.1M | 0.1% | 4.8% | -2.7% |
| 6 | Stratos Investment Management, LLC | 1.2M | $55.2M | 2.0% | 4% | +3.8% |
| 7 | MORGAN STANLEY | 1.2M | $53.1M | 0.0% | 3.8% | +9.6% |
| 8 | Hennion & Walsh Asset Management, Inc. | 861,241 | $38.9M | 1.1% | 2.8% | +10.0% |
| 9 | Equitable Holdings, Inc. | 854,122 | $38.5M | 0.2% | 2.8% | +17.0% |
| 10 | BlackRock, Inc. | 743,163 | $33.5M | 0.0% | 2.4% | +1.0% |
| 11 | Cetera Investment Advisers | 674,762 | $30.4M | 0.0% | 2.2% | +38.6% |
| 12 | MML INVESTORS SERVICES, LLC | 645,097 | $29.1M | 0.1% | 2.1% | +15.8% |
| 13 | OneDigital Investment Advisors LLC | 640,961 | $28.9M | 0.2% | 2.1% | +8.5% |
| 14 | WALLER FINANCIAL PLANNING GROUP, INC | 624,286 | $28.2M | 5.8% | 2% | +1.9% |
| 15 | Merit Financial Group, LLC | 620,167 | $28.0M | 0.2% | 2% | +18.0% |
| 16 | Ameliora Wealth Management Ltd. | 429,861 | $19.4M | 5.8% | 1.4% | +1.2% |
| 17 | UBS Group AG | 429,772 | $19.4M | 0.0% | 1.4% | +8.5% |
| 18 | Cambridge Investment Research Advisors, Inc. | 428,103 | $19.3M | 0.0% | 1.4% | +3.3% |
| 19 | DORVAL Corp | 408,504 | $18.4M | 5.3% | 1.3% | +2.3% |
| 20 | AMERIPRISE FINANCIAL INC | 395,705 | $17.8M | 0.0% | 1.3% | -40.4% |
| 21 | Envestnet Portfolio Solutions, Inc. | 352,912 | $15.9M | 0.1% | 1.1% | +44.6% |
| 22 | Heck Capital Advisors, LLCNEW | 269,354 | $12.2M | 0.7% | 0.9% | new |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 259,326 | $11.7M | 0.0% | 0.8% | +35.2% |
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 258,003 | $11.6M | 0.1% | 0.8% | -2.6% |
| 25 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 255,722 | $11.5M | 0.2% | 0.8% | -22.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.