iShares 5-10Y Inv GradeIGIBETF

13F holders, Q2 2025 (June 30)
651holders +24
65new positions
44sold out
3famous investors
$53.28avg. 13F price*

At the end of Q2 2025, 651 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 24 from Q1 2025. 65 opened new positions and 44 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.1B), Charles Schwab Investment Management Inc. ($602.1M) and Northern Trust Corp. ($521.3M). 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

0200400600800 Q1 2024: 534Q1 2024Q2 2024: 560Q2 2024Q3 2024: 586Q3 2024Q4 2024: 630Q4 2024Q1 2025: 627Q1 2025Q2 2025: 651Q2 2025Q3 2025: 668Q3 2025Q4 2025: 689Q4 2025Q1 2026: 709Q1 2026Q2 2026: 712Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions65$101.7M
Exits44$111.0M

All 13F filers, Q1 2025 → Q2 2025: 12,567,328 shares bought and 14,369,905 shares sold, net −1,802,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 651 holders

Financial Engines Advisors L.L.C. 6.12% Reduce -0.0% 57,546,907 $3.1B
Charles Schwab Investment Management Inc. 0.10% Add +10.2% 11,299,041 $602.1M
Northern Trust Corp. 0.07% Add +2.5% 9,783,100 $521.3M
Prudential PLC 2.92% Reduce -15.2% 8,960,403 $477.5M
Envestnet Asset Management Inc. 0.11% Add +13.6% 6,787,930 $361.7M
Assetmark, Inc. 0.82% Add +13.8% 6,509,246 $346.9M
BlackRock, Inc. 0.01% Reduce -0.3% 5,723,942 $305.0M
Morgan Stanley 0.02% Add +3.9% 5,137,456 $273.8M
Bank of America Corp. 0.02% Reduce -3.3% 5,101,806 $271.9M
One Capital Management, LLC 8.36% Reduce -0.8% 4,525,841 $241.2M
Wells Fargo & Company 0.05% Add +1.7% 4,496,263 $239.6M
Japan Science & Technology Agency 3.72% Reduce -11.2% 4,400,000 $234.5M
UBS Group AG 0.04% Add +2.4% 3,843,880 $204.8M
Ameriprise Financial Inc. 0.05% Reduce -0.9% 3,831,224 $204.0M
FMR LLC 0.01% Reduce -2.1% 3,672,604 $195.7M
Matson Money. Inc. 6.11% Reduce -0.5% 3,308,904 $176.3M
Royal Bank of Canada 0.03% Add +0.4% 3,067,586 $163.5M
Raymond James Financial Inc. 0.05% Add +0.3% 2,811,164 $149.8M
US Bancorp \de 0.17% Reduce -65.7% 2,568,987 $136.9M
Allstate Corp. 9.67% Reduce -16.6% 2,519,799 $134.3M
LPL Financial LLC 0.04% Add +27.7% 2,435,500 $129.8M
United Capital Financial Advisors, LLC 0.85% Reduce -4.2% 1,968,621 $104.9M
Goldman Sachs Group Inc. 0.02% Reduce -9.2% 1,966,377 $104.8M
Bank of New York Mellon Corp 0.02% Add +79.8% 1,923,610 $102.5M
PNC Financial Services Group, Inc. 0.06% Reduce -5.7% 1,884,812 $100.4M
Acropolis Investment Management, LLC 5.51% Add +3.9% 1,881,074 $100.2M
Franklin Resources Inc. 0.02% Add +0.5% 1,708,429 $91.0M
Klaas Financial Asset Advisors, LLC 13.13% Add +1.5% 1,557,206 $83.0M
TD Private Client Wealth LLC 1.90% Add +12.3% 1,449,210 $77.2M
Stifel Financial Corp. 0.07% Reduce -0.1% 1,446,486 $77.1M
Greenwood Gearhart LLC 4.76% Reduce -8.7% 1,429,872 $76.2M
Manufacturers Life Insurance Company, The 0.07% Add +2.4% 1,354,875 $72.2M
Charter Oak Capital Management, LLC 5.78% Add +8.8% 1,284,697 $68.5M
Haverford Trust Co 0.63% Add +1.2% 1,240,839 $66.1M
Keybank National Association 0.21% Reduce -1.2% 1,075,021 $57.3M
Horizon Investments, LLC 0.87% Add +4158608.0% 1,039,677 $55.0M
Truist Financial Corp. 0.08% Reduce -3.4% 987,226 $52.6M
NorthCoast Asset Management LLC 0.22% Add +12.2% 977,413 $52.1M
Ally Invest Advisors Inc. 3.99% Add +1.5% 960,549 $51.2M
MAI Capital Management 0.30% Add +9.3% 823,158 $43.9M
Dakota Wealth Management 0.92% Add +32.9% 817,563 $43.6M
Jones Financial Companies LLLP 0.03% Add +22.6% 782,378 $41.5M
Dodds Wealth, LLC 11.05% Add +2.3% 773,450 $41.2M
Flagstone Financial Management 10.80% Add +7.0% 706,836 $37.7M
Cetera Investment Advisers 0.06% Add +50.2% 703,614 $37.5M
Osaic Holdings, Inc. 0.07% Add +106.3% 694,046 $36.8M
Mfa Wealth Advisors, LLC 8.60% Add +16.2% 688,072 $36.7M
State Farm Mutual Automobile Insurance Co. 0.03% No change 680,000 $36.2M
Commonwealth Equity Services, LLC 0.05% Add +20.1% 665,740 $35.5M
Bank of Montreal 0.02% Add +29.5% 655,466 $34.9M
Thoma Capital Management LLC 20.85% Add +8.1% 614,627 $32.8M
Wealthspire Retirement, LLC 2.14% New 608,097 $32.4M
Janney Montgomery Scott LLC 0.08% Reduce -14.5% 593,178 $31.6M
ProVise Management Group, LLC 2.38% Reduce -1.2% 565,571 $30.1M
Fiduciary Trust Co 0.36% Add +4.3% 556,464 $29.7M
Schmidt P J Investment Management Inc. 4.83% Add +6.3% 524,664 $28.0M
Baird Financial Group, Inc. 0.05% Add +2.4% 514,085 $27.4M
Graypoint LLC 1.44% Add +0.0% 479,821 $25.6M
Hancock Whitney Corp. 0.46% Add +84.6% 452,856 $24.1M
Financial Partners Group, Inc 3.29% Add +1.7% 447,138 $23.8M
American Family Investments, Inc. 1.24% No change 425,000 $22.6M
GDS Wealth Management 1.65% Add +4.5% 424,861 $22.6M
Wealth Enhancement Advisory Services, LLC 0.04% Add +5.7% 419,155 $22.2M
Gradient Investments LLC 0.40% Reduce -1.6% 406,825 $21.7M
Syon Capital LLC 1.35% Reduce -2.9% 382,140 $20.4M
Avidian Wealth Enterprises, LLC 0.80% Add +5.3% 371,222 $19.8M
Birchbrook, Inc. 10.57% Add +4.3% 370,151 $19.7M
BCK Partners, Inc. 11.35% Add +0.9% 362,951 $19.3M
Ameliora Wealth Management Ltd. 6.66% Add +1.5% 349,225 $18.6M
Cyndeo Wealth Partners, LLC 1.10% Add +1.0% 348,032 $18.5M
DT Investment Partners, LLC 1.65% Reduce -0.1% 344,877 $18.4M
Legacy Financial Group LLC 2.55% Add +0.7% 342,703 $18.3M
Proffitt & Goodson Inc. 2.76% Reduce -4.0% 339,969 $18.1M
Summit Wealth Group, LLC 4.65% Add +241.3% 339,449 $18.1M
Mitsubishi UFJ Trust & Banking Corp 0.04% No change 337,281 $18.0M
Capstone Investment Advisors, LLC 0.18% Add +342.9% 334,801 $17.8M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -25.9% 323,000 $17.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +22.2% 317,082 $16.9M
Black Diamond Financial, LLC 2.62% Reduce -8.1% 316,785 $16.9M
Arkansas Financial Group, Inc. 2.58% Reduce -2.2% 311,453 $16.6M
Deutsche Bank AG 0.01% No change 310,445 $16.5M
JPMorgan Chase & Co. 0.00% Reduce -69.7% 308,357 $16.4M
Roundview Capital LLC 1.07% Reduce -2.7% 301,151 $16.0M
Sigma Planning Corp 0.48% Reduce -1.3% 297,594 $15.9M
Prosperity Consulting Group, LLC 1.15% Add +5.9% 296,539 $15.8M
Madison Asset Management, LLC 0.17% New 294,042 $15.7M
Mariner, LLC 0.02% Add +3.5% 291,576 $15.5M
Advisors Capital Management, LLC 0.21% Add +16.2% 289,783 $15.4M
Capitolis Liquid Global Markets LLC 0.11% New 289,300 $15.4M
Avantax Advisory Services, Inc. 0.08% Add +4.8% 274,755 $14.6M
MML Investors Services, LLC 0.04% Reduce -6.0% 273,676 $14.6M
Bar Harbor Wealth Management 0.92% Reduce -2.3% 269,312 $14.4M
Galvin, Gaustad & Stein, LLC 1.24% Add +5.5% 267,316 $14.2M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -56.5% 264,726 $14.1M
Castleark Management LLC 0.42% Add +643.6% 259,994 $13.9M
Summit Wealth Partners, LLC 2.59% Reduce -0.8% 254,896 $13.6M
Cwm, LLC 0.05% Add +27.7% 251,412 $13.4M
Gunma Bank,Ltd. 4.18% No change 240,000 $12.8M
Comerica Bank 0.05% Reduce -2.9% 236,567 $12.6M
Anchor Capital Advisors LLC 0.36% Reduce -2.6% 229,019 $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.

Show all 651 holders