iShares 5-10Y Inv GradeIGIBETF
13F holders, Q1 2025 (March 31)627holders −3
47new positions
42sold out
3famous investors
$52.51avg. 13F price*
At the end of Q1 2025, 627 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, down 3 from Q4 2024. 47 opened new positions and 42 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.0B), Prudential PLC ($555.0M) and Charles Schwab Investment Management Inc. ($538.7M). 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 Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $64.0M |
| Exits | 42 | $31.5M |
All 13F filers, Q4 2024 → Q1 2025: 16,281,022 shares bought and 12,575,715 shares sold, net +3,705,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 627 holders
| Financial Engines Advisors L.L.C. | 6.48% | Add +1.2% | 57,564,399 | $3.0B |
| Prudential PLC | 2.80% | Add +34.4% | 10,566,750 | $555.0M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -0.9% | 10,256,318 | $538.7M |
| Northern Trust Corp. | 0.07% | Add +8.4% | 9,540,555 | $501.1M |
| US Bancorp \de | 0.53% | Add +1.5% | 7,480,533 | $392.9M |
| Envestnet Asset Management Inc. | 0.10% | Add +7.8% | 5,973,213 | $313.7M |
| BlackRock, Inc. | 0.01% | Reduce -0.4% | 5,739,425 | $301.4M |
| Assetmark, Inc. | 0.83% | Add +17.0% | 5,720,725 | $300.5M |
| Bank of America Corp. | 0.02% | Reduce -21.6% | 5,276,072 | $277.1M |
| Japan Science & Technology Agency | 4.00% | Reduce -31.5% | 4,956,000 | $260.3M |
| Morgan Stanley | 0.02% | Reduce -0.5% | 4,943,848 | $259.7M |
| One Capital Management, LLC | 8.11% | Add +0.3% | 4,561,937 | $239.6M |
| Wells Fargo & Company | 0.06% | Add +11.7% | 4,422,691 | $232.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -9.7% | 3,866,873 | $203.0M |
| UBS Group AG | 0.04% | Add +3.1% | 3,754,189 | $197.2M |
| FMR LLC | 0.01% | Add +160.9% | 3,752,836 | $197.1M |
| Matson Money. Inc. | 6.35% | Reduce -0.6% | 3,324,717 | $174.5M |
| Royal Bank of Canada | 0.04% | Add +0.6% | 3,054,791 | $160.4M |
| Allstate Corp. | 4.66% | Add +10.4% | 3,022,087 | $158.7M |
| Raymond James Financial Inc. | 0.06% | Add +20.7% | 2,802,661 | $147.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +43.8% | 2,165,843 | $113.8M |
| United Capital Financial Advisors, LLC | 0.93% | Add +0.6% | 2,054,068 | $107.9M |
| PNC Financial Services Group, Inc. | 0.06% | Add +1.2% | 1,998,637 | $105.0M |
| LPL Financial LLC | 0.04% | Add +17.9% | 1,907,817 | $100.2M |
| Acropolis Investment Management, LLC | 5.64% | Add +0.6% | 1,810,780 | $95.1M |
| Franklin Resources Inc. | 0.03% | Add +3.2% | 1,700,670 | $89.3M |
| Greenwood Gearhart LLC | 5.69% | Add +17.8% | 1,566,603 | $82.3M |
| Klaas Financial Asset Advisors, LLC | 13.89% | Add +1.4% | 1,534,496 | $80.6M |
| Stifel Financial Corp. | 0.08% | Add +1.3% | 1,448,538 | $76.1M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -0.8% | 1,323,194 | $69.5M |
| TD Private Client Wealth LLC | 1.87% | Add +15.4% | 1,290,398 | $67.8M |
| Haverford Trust Co | 0.65% | Add +4.0% | 1,225,608 | $64.4M |
| Charter Oak Capital Management, LLC | 5.69% | Add +11.3% | 1,180,960 | $62.0M |
| Keybank National Association | 0.23% | Reduce -9.2% | 1,088,483 | $57.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -40.5% | 1,069,851 | $56.2M |
| Truist Financial Corp. | 0.09% | Reduce -18.7% | 1,022,434 | $53.7M |
| JPMorgan Chase & Co. | 0.00% | Add +11.3% | 1,016,757 | $53.4M |
| Ally Invest Advisors Inc. | 4.26% | Add +2.0% | 946,208 | $49.7M |
| NorthCoast Asset Management LLC | 0.23% | Reduce -20.8% | 870,995 | $45.7M |
| Dodds Wealth, LLC | 12.94% | Add +1.3% | 756,225 | $39.7M |
| MAI Capital Management | 0.30% | Add +4.9% | 752,883 | $39.5M |
| Jane Street Group, LLC | 0.07% | Add +180.3% | 731,730 | $38.4M |
| Janney Montgomery Scott LLC | 0.10% | Add +5.0% | 693,730 | $36.4M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $35.7M |
| Flagstone Financial Management | 11.18% | Add +5.3% | 660,650 | $34.7M |
| Scarborough Advisors, LLC | 4.88% | Add +4.2% | 652,135 | $34.3M |
| Prime Capital Investment Advisors, LLC | 0.40% | Add +225.1% | 651,257 | $34.2M |
| Jones Financial Companies LLLP | 0.03% | Add +46.0% | 638,238 | $33.5M |
| Dakota Wealth Management | 0.76% | Add +6.3% | 615,254 | $32.3M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -9.4% | 608,536 | $32.0M |
| Mfa Wealth Advisors, LLC | 7.70% | Add +104.5% | 592,310 | $31.1M |
| ProVise Management Group, LLC | 2.55% | Add +13.1% | 572,251 | $30.1M |
| Thoma Capital Management LLC | 20.90% | Add +6.8% | 568,838 | $29.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +9.6% | 554,434 | $29.1M |
| Fiduciary Trust Co | 0.37% | Add +20.5% | 533,659 | $28.0M |
| Bank of Montreal | 0.01% | Add +12.8% | 506,118 | $26.6M |
| Baird Financial Group, Inc. | 0.05% | Add +0.4% | 502,189 | $26.4M |
| Schmidt P J Investment Management Inc. | 4.75% | Add +0.1% | 493,742 | $25.9M |
| Graypoint LLC | 1.57% | Add +3.6% | 479,606 | $25.2M |
| Cetera Investment Advisers | 0.05% | Add +19.3% | 468,566 | $24.6M |
| Financial Partners Group, Inc | 3.57% | Reduce -0.3% | 439,846 | $23.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | No change | 435,600 | $22.9M |
| American Family Investments, Inc. | 1.55% | Reduce -43.4% | 425,000 | $22.3M |
| Gradient Investments LLC | 0.44% | Reduce -70.9% | 413,487 | $21.7M |
| GDS Wealth Management | 1.82% | Add +12.0% | 406,397 | $21.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -30.8% | 396,663 | $20.8M |
| Syon Capital LLC | 1.68% | Add +50.5% | 393,426 | $20.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.7% | 372,745 | $19.5M |
| Legal & General Group Plc | 0.01% | Reduce -80.1% | 361,036 | $18.9M |
| BCK Partners, Inc. | 11.78% | Add +1.5% | 359,536 | $18.9M |
| Birchbrook, Inc. | 10.47% | Add +8.6% | 354,913 | $18.6M |
| Proffitt & Goodson Inc. | 3.06% | Reduce -30.6% | 353,942 | $18.6M |
| Avidian Wealth Enterprises, LLC | 0.82% | Add +26.6% | 352,649 | $18.5M |
| DT Investment Partners, LLC | 1.75% | Reduce -14.4% | 345,149 | $18.1M |
| Black Diamond Financial, LLC | 2.72% | Add +3.3% | 344,688 | $18.1M |
| Cyndeo Wealth Partners, LLC | 1.19% | Add +8.9% | 344,683 | $18.1M |
| Ameliora Wealth Management Ltd. | 6.80% | Add +5.2% | 344,179 | $18.1M |
| Legacy Financial Group LLC | 2.75% | Add +1.1% | 340,366 | $17.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | No change | 337,281 | $17.7M |
| Osaic Holdings, Inc. | 0.04% | Add +6.0% | 336,453 | $17.7M |
| Arkansas Financial Group, Inc. | 2.82% | Reduce -14.8% | 318,527 | $16.3M |
| Deutsche Bank AG | 0.01% | No change | 310,445 | $16.3M |
| Roundview Capital LLC | 1.17% | Reduce -1.6% | 309,474 | $16.3M |
| Sigma Planning Corp | 0.51% | Add +19.3% | 301,446 | $15.8M |
| MML Investors Services, LLC | 0.05% | Add +18.8% | 291,261 | $15.3M |
| Mariner, LLC | 0.02% | Reduce -9.5% | 281,763 | $14.8M |
| Prosperity Consulting Group, LLC | 1.14% | Add +5.4% | 279,903 | $14.7M |
| Bar Harbor Wealth Management | 0.96% | Reduce -2.0% | 275,578 | $14.5M |
| Avantax Advisory Services, Inc. | 0.08% | Add +25.5% | 262,070 | $13.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +15.7% | 259,508 | $13.6M |
| WESPAC Advisors SoCal, LLC | 3.54% | Reduce -20.7% | 258,812 | $13.6M |
| Summit Wealth Partners, LLC | 2.74% | Add +2.6% | 257,058 | $13.5M |
| Galvin, Gaustad & Stein, LLC | 1.21% | Reduce -3.0% | 253,506 | $13.3M |
| Advisors Capital Management, LLC | 0.20% | Reduce -24.5% | 249,462 | $13.1M |
| Hancock Whitney Corp. | 0.42% | Reduce -4.2% | 245,300 | $12.9M |
| Comerica Bank | 0.05% | Add +13.9% | 243,680 | $12.8M |
| Gunma Bank,Ltd. | 4.06% | No change | 240,000 | $12.6M |
| National Bank of Canada | 0.01% | Add +63.5% | 238,729 | $12.5M |
| Anchor Capital Advisors LLC | 0.37% | Reduce -2.6% | 235,166 | $12.4M |
| Sabal Trust CO | 0.68% | Reduce -12.3% | 232,182 | $12.2M |
"% 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.