iShares 5-10Y Inv GradeIGIBETF
13F holders, Q3 2024 (September 30)586holders +26
63new positions
44sold out
3famous investors
$53.69avg. 13F price*
At the end of Q3 2024, 586 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 26 from Q2 2024. 63 opened new positions and 44 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.9B), Prudential PLC ($577.9M) and Northern Trust Corp. ($454.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $93.9M |
| Exits | 44 | $34.7M |
All 13F filers, Q2 2024 → Q3 2024: 14,377,921 shares bought and 14,371,456 shares sold, net +6,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 586 holders
| Financial Engines Advisors L.L.C. | 6.11% | Add +3.8% | 54,484,786 | $2.9B |
| Prudential PLC | 2.92% | Reduce -21.5% | 10,757,322 | $577.9M |
| Northern Trust Corp. | 0.07% | Add +11.2% | 8,450,652 | $454.0M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +2.2% | 7,438,385 | $399.6M |
| Japan Science & Technology Agency | 5.14% | No change | 7,237,448 | $388.8M |
| US Bancorp \de | 0.48% | Reduce -13.6% | 6,935,852 | $372.6M |
| Bank of America Corp. | 0.03% | Add +1.6% | 5,423,071 | $291.3M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -6.7% | 5,084,545 | $273.1M |
| Assetmark, Inc. | 0.69% | Reduce -2.8% | 4,496,330 | $241.5M |
| One Capital Management, LLC | 7.70% | Add +13.5% | 4,491,249 | $241.3M |
| Morgan Stanley | 0.02% | Add +1.2% | 4,313,065 | $231.7M |
| Ameriprise Financial Inc. | 0.06% | Add +7.7% | 4,146,327 | $222.5M |
| Allstate Corp. | 18.24% | Reduce -14.3% | 3,569,858 | $191.8M |
| UBS Group AG | 0.05% | Add +9.2% | 3,558,761 | $191.2M |
| Wells Fargo & Company | 0.05% | Add +6.4% | 3,468,044 | $186.3M |
| Matson Money. Inc. | 6.14% | Reduce -0.1% | 3,326,914 | $178.7M |
| FMR LLC | 0.01% | Reduce -2.8% | 3,266,567 | $175.5M |
| Royal Bank of Canada | 0.03% | Add +1.0% | 2,829,133 | $152.0M |
| JPMorgan Chase & Co. | 0.01% | Add +133.5% | 2,447,483 | $131.5M |
| United Capital Financial Advisors, LLC | 0.91% | Add +3.9% | 2,056,610 | $110.5M |
| PNC Financial Services Group, Inc. | 0.06% | Add +1.2% | 1,883,822 | $101.2M |
| Acropolis Investment Management, LLC | 5.75% | Add +44.8% | 1,802,354 | $96.8M |
| Raymond James & Associates | 0.06% | Reduce -21.3% | 1,748,738 | $93.9M |
| Gradient Investments LLC | 1.86% | Reduce -11.1% | 1,659,455 | $89.1M |
| Franklin Resources Inc. | 0.02% | Add +2.9% | 1,631,845 | $86.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -69.8% | 1,599,382 | $85.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -16.4% | 1,579,682 | $84.9M |
| Stifel Financial Corp. | 0.09% | Add +15.2% | 1,514,301 | $81.3M |
| Klaas Financial Asset Advisors, LLC | 14.01% | Add +0.2% | 1,504,130 | $80.8M |
| BlackRock, Inc. | 0.00% | — | 1,328,909 | $71.4M |
| LPL Financial LLC | 0.03% | Add +6.9% | 1,314,739 | $70.6M |
| Keybank National Association | 0.24% | Add +1.8% | 1,161,491 | $62.4M |
| Haverford Trust Co | 0.59% | Add +3.4% | 1,134,321 | $60.9M |
| Greenwood Gearhart LLC | 4.92% | Add +6.2% | 1,101,013 | $59.1M |
| NorthCoast Asset Management LLC | 0.39% | Add +74.2% | 1,036,327 | $55.7M |
| Ally Invest Advisors Inc. | 4.24% | Add +2.8% | 889,366 | $47.8M |
| Charter Oak Capital Management, LLC | 4.32% | Add +42.1% | 861,538 | $46.3M |
| TD Private Client Wealth LLC | 1.25% | Add +12.8% | 808,098 | $43.4M |
| Truist Financial Corp. | 0.07% | Reduce -1.5% | 799,200 | $42.9M |
| American Family Investments, Inc. | 2.85% | No change | 751,159 | $40.4M |
| Balyasny Asset Management L.P. | 0.10% | Add +49.4% | 692,806 | $37.2M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -5.5% | 687,562 | $36.9M |
| Dodds Wealth, LLC | 12.31% | Add +3.3% | 698,178 | $36.9M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $36.5M |
| Scarborough Advisors, LLC | 5.36% | New | 617,210 | $33.2M |
| Kestra Advisory Services, LLC | 0.18% | Reduce -2.8% | 602,989 | $32.4M |
| Janney Montgomery Scott LLC | 0.09% | Add +35.2% | 586,741 | $31.5M |
| Flagstone Financial Management | 10.50% | Add +6.2% | 582,744 | $31.3M |
| ProVise Management Group, LLC | 2.15% | Add +4.8% | 505,370 | $27.1M |
| Boyd Watterson Asset Management LLC | 7.34% | Add +0.0% | 493,062 | $26.5M |
| Proffitt & Goodson Inc. | 4.30% | Add +2.3% | 488,727 | $26.3M |
| Schmidt P J Investment Management Inc. | 4.53% | Add +1.5% | 488,086 | $26.2M |
| Graypoint LLC | 1.67% | Add +17.8% | 485,651 | $26.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -23.3% | 480,795 | $25.8M |
| Busey Bank | 0.84% | Reduce -4.0% | 477,865 | $25.7M |
| BCK Partners, Inc. | 11.64% | Add +13.6% | 453,956 | $24.4M |
| Financial Partners Group, Inc | 3.54% | Add +23.9% | 445,152 | $23.9M |
| Baird Financial Group, Inc. | 0.05% | Add +223.1% | 438,039 | $23.5M |
| Dakota Wealth Management | 0.52% | Add +67.3% | 430,924 | $23.1M |
| Bank of Montreal | 0.01% | Add +46.6% | 419,144 | $22.6M |
| Arkansas Financial Group, Inc. | 3.52% | Add +1.4% | 399,695 | $21.5M |
| DT Investment Partners, LLC | 1.73% | Add +3.0% | 396,966 | $21.3M |
| Leuthold Group, LLC | 2.36% | Add +1.3% | 394,901 | $21.2M |
| Carl P. Sherr & Co., LLC | 10.46% | Add +6.7% | 370,011 | $19.9M |
| TPG Financial Advisors, LLC | 8.55% | Add +2.9% | 353,681 | $19.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 337,281 | $18.1M |
| Cetera Investment Advisers | 0.04% | Reduce -29.2% | 335,986 | $18.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -39.0% | 334,508 | $18.0M |
| BNP Paribas Financial Markets | 0.02% | Add +18741.6% | 331,800 | $17.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -32.1% | 331,055 | $17.8M |
| Ameliora Wealth Management Ltd. | 7.33% | Add +60.9% | 327,470 | $17.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +1.9% | 325,170 | $17.5M |
| Jones Financial Companies LLLP | 0.02% | Add +30.9% | 322,475 | $17.4M |
| GDS Wealth Management | 1.69% | Add +7935.8% | 322,395 | $17.3M |
| Legacy Financial Group LLC | 3.32% | Add +1.6% | 321,607 | $17.3M |
| Birchbrook, Inc. | 9.52% | Add +1.6% | 319,637 | $17.2M |
| NewSquare Capital LLC | 1.34% | Add +4.3% | 313,642 | $16.8M |
| Roundview Capital LLC | 1.21% | Add +4.9% | 310,472 | $16.7M |
| Deutsche Bank AG | 0.01% | Reduce -0.1% | 310,445 | $16.7M |
| Cyndeo Wealth Partners, LLC | 1.16% | Add +3764.7% | 308,790 | $16.6M |
| Sabal Trust CO | 0.89% | Reduce -33.4% | 303,415 | $16.3M |
| WESPAC Advisors SoCal, LLC | 3.67% | Add +60.4% | 295,723 | $15.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.2% | 292,670 | $15.7M |
| Osaic Holdings, Inc. | 0.04% | Add +14.7% | 290,285 | $15.6M |
| Anchor Capital Advisors LLC | 0.41% | Reduce -1.9% | 287,359 | $15.4M |
| Bar Harbor Wealth Management | 0.98% | Reduce -3.7% | 284,084 | $15.3M |
| Mendota Financial Group, LLC | 7.13% | Add +9.0% | 277,927 | $14.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -78.2% | 272,552 | $14.6M |
| Avidian Wealth Enterprises, LLC | 0.64% | Add +3.5% | 263,453 | $14.2M |
| Jane Street Group, LLC | 0.02% | Add +2665.9% | 262,375 | $14.1M |
| Freestate Advisors LLC | 14.47% | — | 258,877 | $13.9M |
| Hancock Whitney Corp. | 0.45% | Add +7.7% | 257,893 | $13.9M |
| Mariner, LLC | 0.02% | Add +0.5% | 257,419 | $13.8M |
| Galvin, Gaustad & Stein, LLC | 1.23% | Add +8.8% | 252,847 | $13.6M |
| Sigma Planning Corp | 0.41% | Reduce -22.7% | 252,079 | $13.5M |
| Summit Wealth Partners, LLC | 2.55% | Add +0.7% | 246,664 | $13.3M |
| MML Investors Services, LLC | 0.05% | Reduce -2.8% | 230,964 | $12.4M |
| Goldstone Financial Group, LLC | 2.14% | Add +48.1% | 228,750 | $12.3M |
| Prosperity Consulting Group, LLC | 0.94% | New | 223,471 | $12.0M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -49.3% | 221,434 | $11.9M |
"% 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.