IGSB · Insider trading · 13F holders · Congress trades
iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB)
Who is buying and selling IGSB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 288
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
IGSB at a glance
- No open-market insider purchases or sales of IGSB were filed in the last 90 days.
- 288 13F filers hold IGSB among their 50 largest positions, worth $6.8B combined. The biggest bets by portfolio weight are Schaeffer Financial LLC (26.9%), Maryland Capital Advisors Inc. (24.0%) and CVS HEALTH Corp (20.7%). In their latest 13Fs, 3 managers opened a new position and 91 added to one.
- Members of Congress have disclosed 1 IGSB trade since 2023, 1 purchase and 0 sales in the past year; the latest was Carol D. Miller (R-WV), buying $1K–15K on Nov 30, 2023.
- IGSB last closed at $51.59 on Oct 30, 2026.
IGSB insider trading
No open-market insider purchases or sales of IGSB were filed in the last 90 days.
Who owns IGSB? Hedge funds and superinvestors
288 13F filers hold IGSB among their 50 largest positions, worth $6.8B combined. The biggest bets by portfolio weight are Schaeffer Financial LLC (26.9%), Maryland Capital Advisors Inc. (24.0%) and CVS HEALTH Corp (20.7%). In their latest 13Fs, 3 managers opened a new position and 91 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Matson Money. Inc.Asset manager | 23.1% | $826.7M | 16,137,609 | +4.1% shares | Q3 2026 |
| EP Wealth Advisors, LLCWealth manager | 2.7% | $718.6M | 13,710,330 | +17.0% shares | Q2 2026 |
| Allstate CorpInsurance company | 4.8% | $480.1M | 9,160,330 | +84.6% shares | Q2 2026 |
| Barings LLCHedge fund | 6.2% | $350.4M | 6,840,027 | +0.0% shares | Q3 2026 |
| Captrust Financial AdvisorsWealth manager | 0.5% | $319.0M | 6,086,054 | +10.9% shares | Q2 2026 |
| Pure Financial Advisors, LLCWealth manager | 2.2% | $173.7M | 3,313,324 | -45.6% shares | Q2 2026 |
| Members Trust CoBank & trust | 5.2% | $167.8M | 3,201,864 | -1.3% shares | Q2 2026 |
| Flputnam Investment Management CoAsset manager | 1.6% | $131.5M | 2,508,677 | +4.1% shares | Q2 2026 |
| Composition Wealth, LLCWealth manager | 1.5% | $125.8M | 2,399,367 | +15.4% shares | Q2 2026 |
| Williams Jones Wealth Management, LLC.Wealth manager | 1.1% | $97.3M | 1,855,860 | +6.0% shares | Q2 2026 |
| Parkside Investments, LLCWealth manager | 11.0% | $96.7M | 1,887,573 | +0.6% shares | Q3 2026 |
| Busey BankBank & trust | 2.3% | $93.9M | 1,833,587 | +0.1% shares | Q3 2026 |
| RiverFront Investment Group, LLCAsset manager | 1.2% | $89.3M | 1,704,771 | +9.6% shares | Q2 2026 |
| Haverford Trust CoBank & trust | 0.7% | $86.8M | 1,656,261 | -14.4% shares | Q2 2026 |
| Destination Wealth ManagementWealth manager | 2.0% | $83.6M | 1,594,200 | +2.9% shares | Q2 2026 |
| One Capital Management, LLCWealth manager | 2.3% | $82.6M | 1,571,911 | +0.0% shares | Q2 2026 |
| O'shaughnessy Asset Management, LLCWealth manager | 0.4% | $79.6M | 1,518,855 | +4.0% shares | Q2 2026 |
| Maryland Capital Advisors Inc.Wealth manager | 24.0% | $76.6M | 1,495,178 | +8.9% shares | Q3 2026 |
| Td Private Client Wealth LLCWealth manager | 1.1% | $58.7M | 1,146,158 | +8.5% shares | Q3 2026 |
| Dakota Wealth ManagementWealth manager | 1.1% | $57.9M | 1,104,802 | +11.5% shares | Q2 2026 |
| Greenwood Gearhart LLCWealth manager | 2.6% | $55.0M | 1,050,207 | +6.6% shares | Q2 2026 |
| Sumitomo Mitsui Financial Group, Inc.Bank & trust | 1.0% | $54.5M | 1,039,573 | -0.0% shares | Q2 2026 |
| Raffa Wealth Management, LLCInstitutional asset manager | 6.5% | $51.8M | 987,415 | +21.5% shares | Q2 2026 |
| Bangor Savings BankBank & trust | 3.6% | $46.7M | 911,775 | +0.3% shares | Q3 2026 |
| CVS HEALTH CorpCorporation | 20.7% | $46.6M | 890,000 | +202.3% shares | Q2 2026 |
| Cutler Investment Counsel LLCWealth manager | 4.4% | $46.3M | 902,882 | +2.4% shares | Q3 2026 |
| Ritholtz Wealth ManagementWealth manager | 0.7% | $45.0M | 858,952 | +4.6% shares | Q2 2026 |
| Fiduciary Trust CoBank & trust | 0.5% | $44.0M | 840,330 | -0.7% shares | Q2 2026 |
| PDS Planning, IncWealth manager | 2.4% | $42.0M | 801,548 | +4.3% shares | Q2 2026 |
| Stockman Wealth Management, Inc.Institutional asset manager | 4.3% | $41.3M | 806,893 | +7.7% shares | Q3 2026 |
The 30 largest of 288 positions, by value. Each manager counts with its latest 13F (Q3 2026: 141, Q2 2026: 143, Q1 2026: 4). Screen IGSB in the grand portfolio →
IGSB stock trades by members of Congress
Members of Congress have disclosed 1 IGSB trade since 2023, 1 purchase and 0 sales in the past year; the latest was Carol D. Miller (R-WV), buying $1K–15K on Nov 30, 2023.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Dec 7, 2023 | Carol D. MillerR-WV · House | Buy | $1K–15K | Nov 30, 2023 | +1.8% |
IGSB questions and answers
Are insiders buying IGSB stock?
No open-market insider purchases or sales of IGSB were filed in the last 90 days.
Which hedge funds own IGSB?
288 13F filers hold IGSB among their 50 largest positions, worth $6.8B combined. The biggest bets by portfolio weight are Schaeffer Financial LLC (26.9%), Maryland Capital Advisors Inc. (24.0%) and CVS HEALTH Corp (20.7%). In their latest 13Fs, 3 managers opened a new position and 91 added to one.
Has Congress traded IGSB?
Members of Congress have disclosed 1 IGSB trade since 2023, 1 purchase and 0 sales in the past year; the latest was Carol D. Miller (R-WV), buying $1K–15K on Nov 30, 2023.
Who is the largest holder of IGSB?
Among 13F filers, Matson Money. Inc. reports the largest IGSB position, $826.7M (16,137,609 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Schaeffer Financial LLC's: 26.9% of its portfolio.
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