iShares 5-10Y Inv GradeIGIBETF
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $101.7M |
| Exits | 44 | $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.