iShares 5-10Y Inv GradeIGIBETF
13F holders, Q4 2024 (December 31)630holders +44
51new positions
37sold out
2famous investors
$51.51avg. 13F price*
At the end of Q4 2024, 630 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 44 from Q3 2024. 51 opened new positions and 37 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.9B), Charles Schwab Investment Management Inc. ($533.3M) and Northern Trust Corp. ($453.2M). 2 famous investors held it, including 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $228.8M |
| Exits | 37 | $65.5M |
All 13F filers, Q3 2024 → Q4 2024: 24,912,285 shares bought and 11,535,019 shares sold, net +13,377,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 630 holders
| Financial Engines Advisors L.L.C. | 6.16% | Add +4.4% | 56,858,114 | $2.9B |
| Charles Schwab Investment Management Inc. | 0.10% | Add +39.2% | 10,354,287 | $533.3M |
| Northern Trust Corp. | 0.06% | Add +4.1% | 8,798,576 | $453.2M |
| Prudential PLC | 2.05% | Reduce -26.9% | 7,863,936 | $405.1M |
| US Bancorp \de | 0.50% | Add +6.3% | 7,371,486 | $379.7M |
| Japan Science & Technology Agency | 6.38% | No change | 7,237,448 | $372.8M |
| Bank of America Corp. | 0.03% | Add +24.1% | 6,728,372 | $346.6M |
| BlackRock, Inc. | 0.01% | Add +333.7% | 5,762,896 | $296.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +9.0% | 5,542,233 | $285.5M |
| Morgan Stanley | 0.02% | Add +15.2% | 4,966,530 | $255.8M |
| Assetmark, Inc. | 0.68% | Add +8.8% | 4,890,190 | $251.9M |
| One Capital Management, LLC | 7.76% | Add +1.3% | 4,548,612 | $234.3M |
| Ameriprise Financial Inc. | 0.06% | Add +3.3% | 4,283,422 | $220.6M |
| Wells Fargo & Company | 0.05% | Add +14.2% | 3,961,015 | $204.0M |
| UBS Group AG | 0.04% | Add +2.3% | 3,639,717 | $187.5M |
| Matson Money. Inc. | 6.18% | Add +0.5% | 3,344,208 | $172.3M |
| Royal Bank of Canada | 0.03% | Add +7.3% | 3,035,290 | $156.3M |
| Allstate Corp. | 4.15% | Reduce -23.4% | 2,736,175 | $140.9M |
| Raymond James Financial Inc. | 0.04% | — | 2,321,404 | $119.6M |
| United Capital Financial Advisors, LLC | 0.89% | Reduce -0.7% | 2,042,649 | $105.2M |
| PNC Financial Services Group, Inc. | 0.07% | Add +4.9% | 1,975,290 | $101.7M |
| Legal & General Group Plc | 0.02% | New | 1,814,299 | $93.6M |
| Acropolis Investment Management, LLC | 5.47% | Reduce -0.1% | 1,800,482 | $92.7M |
| Bank of New York Mellon Corp | 0.02% | Add +13.9% | 1,799,643 | $92.7M |
| Franklin Resources Inc. | 0.02% | Add +0.9% | 1,647,351 | $84.9M |
| LPL Financial LLC | 0.03% | Add +23.1% | 1,617,942 | $83.3M |
| Klaas Financial Asset Advisors, LLC | 13.73% | Add +0.6% | 1,513,256 | $77.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.8% | 1,506,599 | $77.6M |
| FMR LLC | 0.00% | Reduce -56.0% | 1,438,449 | $74.1M |
| Stifel Financial Corp. | 0.08% | Reduce -5.6% | 1,430,141 | $73.7M |
| Gradient Investments LLC | 1.48% | Reduce -14.4% | 1,420,925 | $73.2M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +389.6% | 1,334,453 | $68.7M |
| Greenwood Gearhart LLC | 4.72% | Add +20.8% | 1,329,506 | $68.5M |
| Truist Financial Corp. | 0.10% | Add +57.3% | 1,256,992 | $64.7M |
| Keybank National Association | 0.24% | Add +3.2% | 1,198,426 | $61.7M |
| Haverford Trust Co | 0.60% | Add +3.9% | 1,178,632 | $60.7M |
| TD Private Client Wealth LLC | 1.61% | Add +38.3% | 1,117,851 | $57.6M |
| NorthCoast Asset Management LLC | 0.28% | Add +6.1% | 1,099,229 | $56.7M |
| Charter Oak Capital Management, LLC | 5.09% | Add +23.2% | 1,061,333 | $54.7M |
| Ally Invest Advisors Inc. | 4.14% | Add +4.3% | 927,275 | $47.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.7% | 913,308 | $47.0M |
| American Family Investments, Inc. | 1.87% | No change | 751,159 | $38.7M |
| Dodds Wealth, LLC | 12.38% | Add +6.9% | 746,576 | $38.5M |
| MAI Capital Management | 0.28% | New | 717,721 | $37.0M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $35.0M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -2.3% | 671,953 | $34.6M |
| Janney Montgomery Scott LLC | 0.09% | Add +12.6% | 660,447 | $34.0M |
| Flagstone Financial Management | 10.74% | Add +7.7% | 627,640 | $32.3M |
| Scarborough Advisors, LLC | 4.56% | Add +1.4% | 625,942 | $32.2M |
| Dakota Wealth Management | 0.69% | Add +34.2% | 578,492 | $29.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +95.9% | 573,291 | $29.5M |
| Thoma Capital Management LLC | 18.80% | — | 532,873 | $27.4M |
| Proffitt & Goodson Inc. | 4.36% | Add +4.3% | 509,762 | $26.3M |
| ProVise Management Group, LLC | 2.23% | Add +0.1% | 506,049 | $26.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.2% | 505,822 | $26.1M |
| Baird Financial Group, Inc. | 0.05% | Add +14.2% | 500,398 | $25.8M |
| Schmidt P J Investment Management Inc. | 4.41% | Add +1.1% | 493,394 | $25.4M |
| Graypoint LLC | 1.44% | Reduce -4.7% | 462,849 | $23.8M |
| Bank of Montreal | 0.01% | Add +7.1% | 448,784 | $23.1M |
| Fiduciary Trust Co | 0.30% | Add +135.2% | 442,941 | $22.8M |
| Financial Partners Group, Inc | 3.31% | Reduce -0.9% | 440,979 | $22.7M |
| Jones Financial Companies LLLP | 0.02% | Add +35.6% | 437,199 | $22.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +30.2% | 435,600 | $22.4M |
| Boyd Watterson Asset Management LLC | 5.99% | Reduce -16.0% | 414,062 | $21.3M |
| DT Investment Partners, LLC | 1.76% | Add +1.6% | 403,215 | $20.8M |
| Cetera Investment Advisers | 0.04% | Add +16.9% | 392,674 | $20.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +13.8% | 370,091 | $19.4M |
| Arkansas Financial Group, Inc. | 3.11% | Reduce -6.5% | 373,813 | $19.3M |
| TPG Financial Advisors, LLC | 8.25% | Add +4.1% | 368,312 | $19.0M |
| GDS Wealth Management | 1.70% | Add +12.5% | 362,728 | $18.7M |
| BCK Partners, Inc. | 11.19% | Reduce -21.9% | 354,333 | $18.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 337,281 | $17.4M |
| Legacy Financial Group LLC | 2.81% | Add +4.7% | 336,572 | $17.3M |
| Black Diamond Financial, LLC | 2.58% | Add +61.3% | 333,608 | $17.2M |
| Advisors Capital Management, LLC | 0.27% | New | 330,517 | $17.0M |
| Ameliora Wealth Management Ltd. | 6.32% | Reduce -0.1% | 327,205 | $16.9M |
| Birchbrook, Inc. | 9.57% | Add +2.3% | 326,829 | $16.8M |
| WESPAC Advisors SoCal, LLC | 3.80% | Add +10.3% | 326,332 | $16.8M |
| Leuthold Group, LLC | 1.98% | Reduce -18.8% | 320,709 | $16.5M |
| Osaic Holdings, Inc. | 0.04% | Add +9.4% | 317,543 | $16.4M |
| Cyndeo Wealth Partners, LLC | 1.10% | Add +2.5% | 316,458 | $16.3M |
| Roundview Capital LLC | 1.13% | Add +1.3% | 314,365 | $16.2M |
| Mariner, LLC | 0.03% | Add +21.0% | 311,412 | $16.0M |
| Deutsche Bank AG | 0.01% | No change | 310,445 | $16.0M |
| NewSquare Capital LLC | 1.27% | Reduce -1.4% | 309,285 | $15.9M |
| Mfa Wealth Advisors, LLC | 3.82% | New | 289,612 | $14.9M |
| Carl P. Sherr & Co., LLC | 7.83% | Reduce -21.8% | 289,490 | $14.9M |
| Bar Harbor Wealth Management | 0.95% | Reduce -1.0% | 281,199 | $14.5M |
| Avidian Wealth Enterprises, LLC | 0.64% | Add +5.7% | 278,494 | $14.3M |
| Prosperity Consulting Group, LLC | 1.03% | Add +18.9% | 265,602 | $13.7M |
| Sabal Trust CO | 0.79% | Reduce -12.8% | 264,635 | $13.6M |
| Syon Capital LLC | 1.21% | New | 261,368 | $13.5M |
| Galvin, Gaustad & Stein, LLC | 1.22% | Add +3.4% | 261,354 | $13.5M |
| Jane Street Group, LLC | 0.02% | Reduce -0.5% | 261,021 | $13.4M |
| World Investment Advisors | 0.36% | Add +22.1% | 257,945 | $13.3M |
| Hancock Whitney Corp. | 0.42% | Reduce -0.7% | 256,142 | $13.2M |
| Freestate Advisors LLC | 13.57% | Reduce -1.6% | 254,835 | $13.1M |
| Sigma Planning Corp | 0.41% | Add +0.2% | 252,653 | $13.0M |
| Summit Wealth Partners, LLC | 2.65% | Add +1.5% | 250,413 | $12.9M |
| MML Investors Services, LLC | 0.04% | Add +6.2% | 245,271 | $12.6M |
"% 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.