iShares 5-10Y Inv GradeIGIBETF
13F holders, Q2 2024 (June 30)560holders +26
65new positions
42sold out
3famous investors
$51.26avg. 13F price*
At the end of Q2 2024, 560 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 26 from Q1 2024. 65 opened new positions and 42 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.7B), Prudential PLC ($702.1M) and US Bancorp \de ($411.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $134.4M |
| Exits | 42 | $44.3M |
All 13F filers, Q1 2024 → Q2 2024: 20,499,433 shares bought and 6,906,517 shares sold, net +13,592,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 560 holders
| Financial Engines Advisors L.L.C. | 5.98% | Add +4.0% | 52,513,411 | $2.7B |
| Prudential PLC | 4.88% | Add +45.1% | 13,696,169 | $702.1M |
| US Bancorp \de | 0.56% | Add +34.9% | 8,029,515 | $411.6M |
| Northern Trust Corp. | 0.07% | Reduce -1.2% | 7,597,609 | $389.5M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +1.3% | 7,278,275 | $373.1M |
| Japan Science & Technology Agency | 5.15% | No change | 7,237,448 | $371.0M |
| Envestnet Asset Management Inc. | 0.10% | Add +12.1% | 5,451,937 | $279.5M |
| Bank of America Corp. | 0.03% | Add +16.4% | 5,335,496 | $273.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +0.8% | 5,303,270 | $271.8M |
| Assetmark, Inc. | 0.73% | Add +19.0% | 4,623,839 | $237.0M |
| Morgan Stanley | 0.02% | Reduce -3.6% | 4,262,928 | $218.5M |
| Allstate Corp. | 17.33% | Reduce -19.5% | 4,164,682 | $213.5M |
| One Capital Management, LLC | 6.91% | Add +18.6% | 3,956,402 | $202.8M |
| Ameriprise Financial Inc. | 0.05% | Add +17.3% | 3,851,211 | $197.4M |
| FMR LLC | 0.01% | Reduce -3.4% | 3,358,919 | $172.2M |
| Matson Money. Inc. | 5.68% | Add +1.6% | 3,328,532 | $170.6M |
| UBS Group AG | 0.05% | Add +7.6% | 3,258,954 | $167.1M |
| Wells Fargo & Company | 0.04% | Add +3.6% | 3,258,438 | $167.0M |
| Royal Bank of Canada | 0.03% | Add +4.5% | 2,799,917 | $143.5M |
| Raymond James & Associates | 0.07% | Add +9.6% | 2,221,424 | $113.9M |
| United Capital Financial Advisors, LLC | 0.87% | Add +0.6% | 1,980,146 | $101.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.4% | 1,890,529 | $96.9M |
| Gradient Investments LLC | 2.15% | Reduce -40.8% | 1,866,211 | $95.7M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.7% | 1,860,830 | $95.4M |
| Franklin Resources Inc. | 0.03% | Add +1.0% | 1,586,379 | $81.3M |
| Klaas Financial Asset Advisors, LLC | 14.10% | Add +7.1% | 1,500,663 | $76.9M |
| BlackRock Inc. | 0.00% | Reduce -22.4% | 1,486,304 | $76.2M |
| Stifel Financial Corp. | 0.08% | Add +22.1% | 1,314,340 | $67.4M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -2.3% | 1,248,166 | $64.0M |
| Acropolis Investment Management, LLC | 4.03% | Add +4.2% | 1,244,507 | $63.8M |
| LPL Financial LLC | 0.03% | Add +18.7% | 1,229,740 | $63.0M |
| Keybank National Association | 0.24% | Reduce -1.8% | 1,141,251 | $58.5M |
| Haverford Trust Co | 0.59% | Add +3.3% | 1,096,664 | $56.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.7% | 1,048,352 | $53.7M |
| Greenwood Gearhart LLC | 5.01% | Add +2.8% | 1,037,024 | $53.2M |
| Ally Invest Advisors Inc. | 4.26% | Add +2.6% | 865,462 | $44.4M |
| Truist Financial Corp. | 0.06% | Add +3.3% | 811,563 | $41.6M |
| American Family Investments, Inc. | 2.80% | — | 751,159 | $38.5M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +9.0% | 727,847 | $37.3M |
| TD Private Client Wealth LLC | 1.16% | Add +8.7% | 716,337 | $36.7M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $34.9M |
| Dodds Wealth, LLC | 13.60% | Add +2.7% | 675,654 | $34.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +23.2% | 626,762 | $32.1M |
| Kestra Advisory Services, LLC | 0.18% | Add +312.9% | 620,527 | $31.5M |
| Charter Oak Capital Management, LLC | 3.24% | Add +1282.4% | 606,225 | $31.1M |
| NorthCoast Asset Management LLC | 0.26% | New | 594,855 | $30.5M |
| Flagstone Financial Management | 10.47% | Add +52.2% | 548,963 | $28.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -46.4% | 548,830 | $28.1M |
| Busey Bank | 0.87% | Reduce -6.2% | 497,969 | $25.5M |
| Boyd Watterson Asset Management LLC | 7.30% | Add +3499.3% | 492,854 | $25.3M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +3.5% | 487,460 | $25.0M |
| Albion Financial Group | 1.87% | Add +4.1% | 484,469 | $24.8M |
| ProVise Management Group, LLC | 2.10% | Add +12.6% | 482,135 | $24.7M |
| Schmidt P J Investment Management Inc. | 4.50% | Add +1.5% | 480,724 | $24.6M |
| Proffitt & Goodson Inc. | 4.32% | Reduce -0.6% | 477,825 | $24.5M |
| Cetera Investment Advisers | 0.06% | Add +78.7% | 474,397 | $24.3M |
| Balyasny Asset Management L.P. | 0.06% | Add +168.4% | 463,747 | $23.8M |
| Sabal Trust CO | 1.39% | Reduce -29.1% | 455,435 | $23.3M |
| Avantax Advisory Services, Inc. | 0.16% | Add +20.2% | 436,315 | $22.4M |
| Janney Montgomery Scott LLC | 0.07% | Add +7.5% | 434,030 | $22.2M |
| Graypoint LLC | 1.46% | Add +20.7% | 412,178 | $21.1M |
| BCK Partners, Inc. | 10.59% | Add +8.1% | 399,560 | $20.5M |
| Arkansas Financial Group, Inc. | 3.60% | Reduce -7.9% | 394,113 | $20.2M |
| Flputnam Investment Management Co. | 0.38% | New | 391,771 | $20.1M |
| Leuthold Group, LLC | 2.31% | Reduce -0.4% | 389,904 | $20.0M |
| DT Investment Partners, LLC | 1.75% | Add +75.0% | 385,315 | $19.8M |
| Financial Partners Group, Inc | 2.91% | Add +2.5% | 359,277 | $18.4M |
| Carl P. Sherr & Co., LLC | 9.91% | Add +16.7% | 346,652 | $17.8M |
| TPG Financial Advisors, LLC | 8.34% | — | 343,771 | $17.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 337,281 | $17.3M |
| Sigma Planning Corp | 0.53% | Add +60.2% | 326,177 | $16.7M |
| Thrivent Financial for Lutherans | 0.03% | Add +5.0% | 319,122 | $16.4M |
| Legacy Financial Group LLC | 3.19% | Add +1.1% | 316,711 | $16.2M |
| Birchbrook, Inc. | 9.67% | Add +1.2% | 314,492 | $16.1M |
| Deutsche Bank AG | 0.01% | Add +0.3% | 310,730 | $15.9M |
| NewSquare Capital LLC | 1.33% | Add +2.6% | 300,735 | $15.4M |
| Toronto Dominion Bank | 0.02% | New | 300,000 | $15.4M |
| Roundview Capital LLC | 1.20% | Add +2.2% | 296,021 | $15.2M |
| Bar Harbor Wealth Management | 1.00% | Reduce -2.9% | 295,033 | $15.1M |
| Anchor Capital Advisors LLC | 0.42% | Reduce -0.6% | 292,921 | $15.0M |
| Bank of Montreal | 0.00% | Reduce -5.1% | 285,918 | $14.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +12.9% | 283,497 | $14.5M |
| Dakota Wealth Management | 0.31% | Add +18.4% | 257,519 | $13.2M |
| Mariner, LLC | 0.03% | Reduce -11.8% | 256,273 | $13.1M |
| Mendota Financial Group, LLC | 7.01% | Add +20.2% | 254,991 | $13.1M |
| Avidian Wealth Enterprises, LLC | 0.63% | Reduce -1.1% | 254,439 | $13.0M |
| Osaic Holdings, Inc. | 0.03% | Add +19.5% | 253,201 | $13.0M |
| Jones Financial Companies LLLP | 0.01% | Add +22.8% | 246,453 | $12.6M |
| Summit Wealth Partners, LLC | 2.61% | Add +3.5% | 244,981 | $12.6M |
| Hancock Whitney Corp. | 0.42% | Reduce -0.9% | 239,372 | $12.3M |
| MML Investors Services, LLC | 0.05% | Reduce -1.9% | 237,542 | $12.2M |
| Galvin, Gaustad & Stein, LLC | 1.12% | Add +1.3% | 232,313 | $11.9M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -8.2% | 226,612 | $11.7M |
| Prime Capital Investment Advisors, LLC | 0.17% | Reduce -44.9% | 220,648 | $11.3M |
| Rwa Wealth Partners, LLC | 0.15% | Add +5.0% | 219,420 | $11.2M |
| Asio Capital, LLC | 2.25% | Add +8.9% | 214,236 | $11.0M |
| Diversify Advisory Services, LLC | 0.58% | Add +57.1% | 203,714 | $10.5M |
| Ameliora Wealth Management Ltd. | 4.74% | Add +6.4% | 203,530 | $10.4M |
| Mittelman Wealth Management | 6.25% | Add +5.3% | 188,175 | $9.6M |
| D.A. Davidson & Co. | 0.09% | Add +7.1% | 187,286 | $9.6M |
"% 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.