iShares 5-10Y Inv GradeIGIBETF
13F holders, Q2 2026 (June 30)712holders +3
70new positions
70sold out
2famous investors
$53.14avg. 13F price*
At the end of Q2 2026, 712 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 3 from Q1 2026. 70 opened new positions and 70 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.7B), Charles Schwab Investment Management Inc. ($801.2M) and Northern Trust Corp. ($694.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares 5-10Y Inv Grade Corp.
- CUSIP
- 464288638
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $110.4M |
| Exits | 70 | $95.6M |
All 13F filers, Q1 2026 → Q2 2026: 27,209,215 shares bought and 8,959,512 shares sold, net +18,249,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 712 holders
| Financial Engines Advisors L.L.C. | 6.54% | Add +8.8% | 69,309,525 | $3.7B |
| Charles Schwab Investment Management Inc. | 0.11% | Add +8.1% | 15,069,486 | $801.2M |
| Northern Trust Corp. | 0.08% | Add +6.0% | 13,057,366 | $694.3M |
| Envestnet Asset Management Inc. | 0.11% | Add +6.1% | 8,875,957 | $471.9M |
| Allstate Corp. | 4.38% | Add +90.8% | 8,255,575 | $438.9M |
| Assetmark, Inc. | 0.72% | Reduce -1.4% | 7,886,379 | $419.3M |
| Bank of America Corp. | 0.02% | Add +2.8% | 6,417,105 | $341.2M |
| Morgan Stanley | 0.02% | Add +3.3% | 6,315,414 | $335.8M |
| One Capital Management, LLC | 8.66% | No change | 5,845,766 | $311.1M |
| Wells Fargo & Company | 0.05% | Add +3.9% | 5,223,434 | $277.7M |
| UBS Group AG | 0.04% | Add +1.2% | 4,139,507 | $220.1M |
| LPL Financial LLC | 0.05% | Add +12.4% | 4,086,840 | $217.3M |
| Matson Money. Inc. | 5.66% | Add +4.4% | 3,824,777 | $203.4M |
| Ameriprise Financial Inc. | 0.04% | Add +0.7% | 3,520,343 | $186.9M |
| Raymond James Financial Inc. | 0.05% | Add +5.2% | 3,467,006 | $184.3M |
| Royal Bank of Canada | 0.03% | Add +7.0% | 3,090,560 | $164.3M |
| TD Private Client Wealth LLC | 2.82% | Add +22.4% | 2,883,337 | $153.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +74.8% | 2,817,095 | $149.8M |
| Focus Partners Wealth | 0.14% | Add +51.2% | 2,476,291 | $131.7M |
| Acropolis Investment Management, LLC | 4.71% | Add +7.1% | 2,247,726 | $119.5M |
| FMR LLC | 0.01% | Reduce -31.2% | 2,236,586 | $118.9M |
| Petersen Hastings Wealth Advisors Inc. | 9.37% | Add +6.7% | 2,100,716 | $111.7M |
| Jones Financial Companies LLLP | 0.04% | Add +14.6% | 1,989,134 | $106.0M |
| Franklin Resources Inc. | 0.02% | Add +2.1% | 1,970,780 | $104.8M |
| United Capital Financial Advisors, LLC | 0.55% | Add +0.8% | 1,879,524 | $99.9M |
| PNC Financial Services Group, Inc. | 0.05% | Add +0.9% | 1,860,822 | $98.9M |
| Greenwood Gearhart LLC | 4.51% | Add +6.1% | 1,822,054 | $96.9M |
| Mercer Global Advisors Inc. | 0.12% | Add +4800.4% | 1,802,788 | $95.9M |
| BlackRock, Inc. | 0.00% | Add +1.3% | 1,775,018 | $94.4M |
| Stifel Financial Corp. | 0.07% | Add +0.5% | 1,678,325 | $89.2M |
| HighTower Advisors, LLC | 0.08% | Add +7.7% | 1,579,498 | $84.0M |
| Haverford Trust Co | 0.69% | Add +3.0% | 1,510,294 | $80.3M |
| US Bancorp \de | 0.08% | Add +2.4% | 1,324,397 | $70.4M |
| Truist Financial Corp. | 0.08% | Reduce -0.9% | 1,267,986 | $67.4M |
| Keybank National Association | 0.22% | Add +2.4% | 1,232,515 | $65.5M |
| RMG Wealth Management LLC | 6.75% | Add +16.0% | 1,253,129 | $65.5M |
| Dakota Wealth Management | 1.25% | Add +11.9% | 1,226,734 | $65.2M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +13.1% | 1,213,272 | $63.9M |
| MAI Capital Management | 0.24% | Add +10.2% | 1,196,329 | $63.6M |
| Ally Invest Advisors Inc. | 3.79% | Add +4.6% | 1,181,331 | $62.8M |
| Cetera Investment Advisers | 0.06% | Add +4.4% | 1,167,359 | $62.1M |
| Horizon Investments, LLC | 0.62% | Reduce -0.7% | 1,072,165 | $56.5M |
| Mfa Wealth Advisors, LLC | 9.24% | Add +14.8% | 1,018,889 | $54.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +68.1% | 395,799 | $51.7M |
| Dodds Wealth, LLC | 11.05% | Add +3.9% | 923,932 | $49.1M |
| Wealthspire Retirement, LLC | 2.47% | Reduce -1.9% | 846,629 | $45.0M |
| Flagstone Financial Management | 10.03% | Add +4.2% | 843,498 | $44.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -13.2% | 823,390 | $43.8M |
| Fiduciary Trust Co | 0.45% | Add +5.1% | 779,415 | $41.4M |
| Kestra Advisory Services, LLC | 0.13% | Add +487.1% | 750,041 | $39.9M |
| Mariner, LLC | 0.04% | Add +4.4% | 745,392 | $39.6M |
| Janney Montgomery Scott LLC | 0.08% | Add +0.6% | 736,251 | $39.1M |
| Scarborough Advisors, LLC | 4.23% | Reduce -1.3% | 694,175 | $36.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -2.5% | 689,410 | $36.7M |
| State Farm Mutual Automobile Insurance Co. | 0.02% | No change | 680,000 | $36.2M |
| Thoma Capital Management LLC | 19.22% | Add +6.1% | 677,770 | $36.0M |
| ProVise Management Group, LLC | 2.33% | Add +5.0% | 652,917 | $34.7M |
| Legal & General Group Plc | 0.01% | Reduce -71.5% | 635,860 | $33.9M |
| Madison Asset Management, LLC | 0.37% | Add +45.9% | 584,799 | $31.1M |
| Osaic Holdings, Inc. | 0.04% | Add +36.9% | 573,606 | $30.5M |
| JPMorgan Chase & Co. | 0.00% | Add +8.8% | 567,423 | $30.3M |
| Bank of Montreal | 0.01% | Reduce -25.9% | 552,689 | $29.4M |
| Schmidt P J Investment Management Inc. | 4.43% | Add +3.1% | 535,661 | $28.5M |
| Ameliora Wealth Management Ltd. | 8.22% | Add +15.8% | 520,969 | $27.7M |
| Cerity Partners LLC | 0.03% | Reduce -2.3% | 505,318 | $26.9M |
| Klaas Financial Asset Advisors, LLC | 3.29% | Reduce -7.9% | 497,068 | $26.4M |
| Financial Partners Group, Inc | 2.67% | Add +2.8% | 495,446 | $26.3M |
| NorthCoast Asset Management LLC | 0.58% | Add +0.0% | 491,403 | $26.1M |
| Birchbrook, Inc. | 12.01% | Add +3.2% | 481,354 | $25.6M |
| GDS Wealth Management | 1.18% | Add +4.7% | 468,142 | $24.9M |
| Susquehanna International Group, LLP | 0.02% | Add +521.0% | 467,698 | $24.9M |
| Syon Capital LLC | 1.06% | Reduce -19.4% | 455,375 | $24.2M |
| Arkansas Financial Group, Inc. | 3.06% | Reduce -1.8% | 441,461 | $23.5M |
| Black Diamond Financial, LLC | 2.07% | Add +5.8% | 441,318 | $23.5M |
| CVS HEALTH Corp | 10.39% | Add +374.4% | 440,000 | $23.4M |
| BCK Partners, Inc. | 10.85% | Add +6.9% | 423,132 | $22.5M |
| Hancock Whitney Corp. | 0.37% | Reduce -2.7% | 423,035 | $22.5M |
| Avidian Wealth Enterprises, LLC | 0.61% | Add +2.1% | 414,219 | $22.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.7% | 401,224 | $21.3M |
| Cyndeo Wealth Partners, LLC | 1.00% | Add +3.9% | 400,135 | $21.3M |
| Bailard, Inc. | 0.43% | Reduce -9.3% | 394,985 | $21.0M |
| Advisors Capital Management, LLC | 0.23% | Add +7.0% | 394,976 | $21.0M |
| MML Investors Services, LLC | 0.04% | Add +19.2% | 392,521 | $20.9M |
| Smith Salley Wealth Management | 0.90% | Add +108.9% | 387,811 | $20.6M |
| Summit Wealth Group, LLC | 4.14% | Add +2.3% | 381,429 | $20.3M |
| Wealthspire Advisors, LLC | 0.11% | New | 373,105 | $19.8M |
| DT Investment Partners, LLC | 1.41% | Add +5.9% | 355,081 | $18.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -63.0% | 348,531 | $18.5M |
| Chicago Partners Investment Group LLC | 0.36% | Add +13.4% | 341,081 | $17.8M |
| Legacy Financial Group LLC | 1.99% | Add +3.6% | 332,517 | $17.7M |
| Roundview Capital LLC | 0.93% | Reduce -1.2% | 318,405 | $16.9M |
| Deutsche Bank AG | 0.00% | Reduce -1.7% | 310,890 | $16.5M |
| Prosperity Consulting Group, LLC | 0.60% | Reduce -2.3% | 299,448 | $15.9M |
| Lido Advisors, LLC | 0.06% | Add +0.4% | 288,431 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.8% | 277,106 | $14.7M |
| Blue Fin Capital, Inc. | 2.13% | Add +8.1% | 276,970 | $14.7M |
| NewEdge Advisors, LLC | 0.04% | Add +11.0% | 276,207 | $14.7M |
| Rational Advisors, Inc. | 1.39% | New | 271,160 | $14.4M |
| D.A. Davidson & Co. | 0.08% | Add +2.2% | 267,934 | $14.2M |
| Colton Groome Financial Advisors, LLC | 3.36% | Add +6.1% | 261,214 | $13.9M |
"% of holder's portfolio" is IGIB's weight in each manager's 13F, not the share of iShares 5-10Y Inv Grade Corp. the manager owns.