IGEB institutional holders

iShares Investment Grade Systematic Bond ETF · 200 reporting institutions · $1.2B reported value

Funds that can replace IGEB · IGEB return decomposition

Institutional holdings

Institutions reporting IGEB, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$177.8M602026-06-30
Lpl Financial LLC$122.4M23,4582026-06-30
State of New Jersey Common Pension Fund D$86.7M02026-06-30
Bank of America Corp /de$80.1M02026-06-30
Stratos Investment Management, LLC$55.2M72026-06-30
Morgan Stanley$53.1M23,1852026-06-30
Hennion & Walsh Asset Management, Inc.$38.9M712026-06-30
Equitable Holdings, Inc.$38.5M02026-06-30
Cwm, LLC$35.7M6672026-03-31
Blackrock, Inc.$33.5M02026-06-30
Cetera Investment Advisers$30.4M10,3702026-06-30
MML Investors Services, LLC$29.1M5,1202026-06-30
Onedigital Investment Advisors LLC$28.9M3862026-06-30
Waller Financial Planning Group, Inc$28.2M62026-06-30
Merit Financial Group, LLC$28M2952026-06-30
Ameliora Wealth Management Ltd.$19.4M02026-06-30
UBS Group AG$19.4M02026-06-30
Dorval Corp$18.4M32026-06-30
Ameriprise Financial Inc$17.8M02026-06-30
Envestnet Portfolio Solutions, Inc.$15.9M32026-06-30
Heck Capital Advisors, LLC$12.2M242026-06-30
Commonwealth Equity Services, LLC$11.7M2,8632026-06-30
United Capital Financial Advisors, LLC$11.6M1662026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$11.5M992026-06-30
Kelly Financial Services LLC$11.4M72026-06-30
Jpmorgan Chase & Co$10.9M02026-06-30
Bluestem Wealth Partners, LLC$10.2M172026-06-30
Assetmark, Inc$9.4M2202026-06-30
Stifel Financial Corp$7.6M02026-06-30
Exchange Traded Concepts, LLC$7.5M02026-06-30
Systelligence, LLC$7.2M32026-06-30
Northrock Partners, LLC$6.9M912026-06-30
Diversify Advisory Services, LLC$6.8M1162026-06-30
Diversify Wealth Management, LLC$6.8M782026-06-30
Breakwater Capital Group$6.1M52026-06-30
Private Advisor Group, LLC$6M9272026-06-30
Harbour Investments, Inc.$5.2M2472026-06-30
Hoese & Co LLP$4.9M02026-06-30
Osaic Holdings, Inc.$4.2M02026-06-30
Keystone Wealth Services, LLC$4.1M122026-06-30
Accel Wealth Management$4M102026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$3.8M1032026-06-30
Lunt Capital Management, Inc.$3.7M32026-06-30
Jb Capital LLC$3.5M262026-06-30
Org Partners LLC$3.3M02025-12-31
Jane Street Group, LLC$3.3M02026-06-30
Trivium Point Advisory, LLC$3.2M182026-06-30
Altus Wealth Management, LLC$3.1M52026-06-30
Rockefeller Capital Management LP$2.9M3462026-06-30
Larch Capital Partners LLC$2.9M102026-06-30
Convergence Financial, LLC$2.7M292026-06-30
Raymond James Financial Inc$2.6M02026-06-30
Founders Financial Securities LLC$2.4M1172026-06-30
Freegulliver, LLC$2.3M52026-06-30
Steward Partners Investment Advisory, LLC$2.1M4812026-06-30
Shared Vision Wealth Group LLC$2.1M32026-06-30
Eagle Global Advisors LLC$2M82026-06-30
Fermata Advisors$2M132026-06-30
Vestmark Advisory Solutions, Inc.$2M82026-06-30
Advisory Services Network$2M2532026-06-30
Dynasty Wealth Management, LLC$1.9M142026-06-30
Farther Finance Advisors, LLC$1.9M3342026-06-30
Geneos Wealth Management, Inc.$1.7M1932026-06-30
Nations Financial Group Inc, /ia/ /adv$1.7M02026-06-30
Sigma Planning Corp$1.6M4742026-06-30
Rfg Advisory, LLC$1.5M1912026-06-30
Prime Capital Financial$1.5M2652026-06-30
Daybright Advisory Services, Inc.$1.5M192026-06-30
Sagespring Wealth Partners$1.4M1262026-06-30
Royal Bank of Canada$1.3M02026-06-30
Modern Wealth Management, LLC$1.3M1612026-06-30
Keebeck Wealth Management$1.3M52026-06-30
Advyzon Investment Management, LLC$1.3M22026-06-30
Two West Capital Advisors LLC$1.3M162026-06-30
Shorehaven Wealth Partners, LLC$1.2M42026-06-30
Creativeone Wealth, LLC$1.2M2212026-06-30
Wealth Management Associates, Inc.$1.2M112026-06-30
Transamerica Financial Advisors, LLC$1.2M1,0972026-06-30
Forte Asset Management, LLC$1.1M22026-06-30
Newedge Advisors$1.1M6012026-06-30
Ifp Advisors, Inc$1M3182026-06-30
Lion Street Advisors, LLC$1M02025-09-30
Paller Financial Services Inc$1M32026-06-30
World Investment Advisors$1M3592026-06-30
National Bank of Canada /fi$950.6K02026-06-30
Invst, LLC$928.1K332026-06-30
Tidemark, LLC$926.6K82026-06-30
Mutual Advisors, LLC$913.7K1532026-06-30
Orion Porfolio Solutions, LLC$901.6K1992026-06-30
Cadia Private Client LLC$851.7K22026-06-30
Apollon Wealth Management, LLC$809.8K1512026-06-30
Hb Wealth Management, LLC$805.8K1692026-06-30
Ausdal Financial Partners, Inc.$767.8K1892026-06-30
Icon Wealth Advisors, LLC$761.9K182026-06-30
Madson Wealth Advisors Inc$670.4K32026-06-30
Lockerman Financial Group, Inc$669.9K12026-06-30
PNC Financial Services Group, Inc.$667.7K02026-06-30
Kestra Advisory Services, LLC$667.2K1,4792026-06-30
Hightower Advisors, LLC$650.9K1,0462026-06-30
Efg International AG$595.9K02026-06-30
McGlone Suttner Wealth Management, Inc.$586.8K82026-06-30
1620 Investment Advisors, Inc.$577.1K42026-06-30
Geowealth Management, LLC$552.6K02026-06-30
Openarc Corporate Advisory, LLC$549.2K1232026-06-30
Blue Ocean Capital$548.5K52026-06-30
Riverbend Wealth Management, LLC$543.9K42026-06-30
Parallel Advisors, LLC$525.5K752026-06-30
Stonex Group Inc.$520.2K02026-06-30
High Falls Advisors, Inc$513.3K02025-12-31
Axxcess Wealth Management, LLC$506.4K382026-06-30
Avantra Family Wealth, Inc.$504.8K32026-06-30
Ade, LLC$483.7K62026-06-30
Argyle Capital Partners, LLC$480.2K32026-06-30
Gc Wealth Management RIA, LLC$473.2K352026-06-30
Composition Wealth, LLC$459.1K762026-06-30
Iht Wealth Management LLC$454.9K1592026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$450.8K02026-06-30
Integrated Wealth Concepts LLC$446.2K4802026-06-30
Strategic Blueprint, LLC$439.9K552026-06-30
Sequoia Financial Group, LLC$436.7K2582026-06-30
Mariner, LLC$421.7K02026-06-30
Ifg Advisory, LLC$405K1102026-06-30
Quantinno Capital Management LP$394K02026-06-30
Gateway Wealth Partners, LLC$386.7K1012026-06-30
Tsg Advice Partners, LLC$383.6K112026-03-31
Patton Albertson Miller Group, LLC$380.1K182026-06-30
Arlington Trust Co LLC$371.3K02026-06-30
Integrated Advisors Network LLC$369.7K792026-06-30
Fifth Third Bancorp$365.8K02026-06-30
Atria Investments, Inc$360.2K62026-06-30
Vision Retirement, LLC$355.8K72026-06-30
Centerpoint Advisory Group$352.9K52026-06-30
West Wealth Group, LLC$352.7K202026-06-30
Journey Strategic Wealth LLC$351.7K02026-03-31
Reicon Wealth Advisors, LLC$350.5K52026-06-30
Town Capital LLC$346.3K12026-06-30
Investment Advisory Group LLC$344.8K52026-06-30
Summit Financial, LLC$344.1K2292026-06-30
Global Retirement Partners LLC$338.9K4912026-06-30
Fmr LLC$337.4K02026-06-30
Allworth Financial, LP$332.6K3172026-06-30
Steelpeak Wealth, LLC$330K422026-06-30
Focus Partners Wealth$323.2K1,0482026-06-30
New England Private Wealth Advisors LLC$310.5K122026-06-30
Comerica Bank$304.1K02025-12-31
Inspire Advisors, LLC$301.5K752026-06-30
Stronghold Wealth Management LLC$301.2K22026-06-30
Sovran Advisors, LLC$299.6K702026-06-30
Certus Wealth Management, LLC$285.2K02025-09-30
Embree Financial Group$270.3K132026-06-30
Everest Financial Group LLC$269.7K122026-06-30
Sigfig Wealth Management, LLC$268.2K42026-06-30
Kraft, Davis & Associates, LLC$266.5K52026-06-30
Caitlin John, LLC$265.4K242026-06-30
Ep Wealth Advisors, LLC$260.3K3382026-06-30
Helium Advisors LLC$248.2K52026-06-30
Vertex Planning Partners, LLC$244.7K142026-06-30
Gem Asset Management, LLC$232.4K42026-06-30
Tennessee Valley Asset Management Partners$230.4K252026-06-30
Evergreen Capital Management LLC$229.9K282026-06-30
Mercer Global Advisors Inc /adv$228.4K02026-06-30
Barnes Wealth Management Group$215.4K72026-06-30
Sanctuary Advisors, LLC$215.3K4012026-06-30
Oregon Pacific Wealth Management$214.1K52026-06-30
Leavell Investment Management, Inc.$205.5K252026-06-30
Snowden Capital Advisors LLC$203.9K1222026-06-30
Twin City Private Wealth, LLC$201.2K42026-06-30
Ae Wealth Management LLC$79.6K4712026-06-30
Northwestern Mutual Wealth Management Co$74K02026-06-30
Betterment LLC$67.1K282026-06-30
Private Trust Co NA$64.9K02026-06-30
Kingdom Financial Group Llc.$57.7K152026-06-30
Rossby Financial, Lcc$52.6K312026-06-30
Strategic Wealth Partners, Ltd.$35.5K02026-06-30
Corecap Advisors, LLC$34.5K1182026-06-30
International Assets Investment Management, LLC$32.5K1222026-06-30
Buck Wealth Strategies, LLC$21.7K502026-06-30
Compass Financial Management LLC$19.1K462026-06-30
Cambridge Investment Research Advisors, Inc.$18.7K3,9402026-03-31
Abich Financial Wealth Management LLC$14.2K72025-09-30
Fiduciary Financial Advisors$13.6K512026-06-30
Wells Fargo & Company/mn$9.6K02026-06-30
Evolution Wealth Management Inc.$8.5K32026-06-30
Reap Financial Group, LLC$8.4K72026-06-30
Vanguard Advisers Inc$6.6K2,4692026-06-30
Capital Investment Advisory Services, LLC$6K1032026-06-30
Park Avenue Securities LLC$5.2K1,9082026-06-30
Cornerstone Planning Group LLC$4.8K232026-06-30
Cape Investment Advisory, Inc.$4.4K352026-06-30
Continuum Advisory, LLC$3.6K402026-06-30
Signature Equity Partners, LLC$3.2K342026-06-30
Sym Financial Corp$3.1K332026-06-30
Sunbelt Securities, Inc.$2.8K632026-03-31
Spirit of America Management Corp/ny$2.3K02026-06-30
Meramec Financial Planners, LLC$1.9K72026-06-30
Janney Montgomery Scott LLC$3501,3422026-06-30
US Bancorp$27102026-06-30
Maseco LLP$27182026-06-30
Huntington National Bank$9002026-06-30
Capital Analysts, LLC$96082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30