iShares 5-10Y Inv GradeIGIBETF
13F holders, Q3 2025 (September 30)668holders +17
68new positions
44sold out
3famous investors
$54.09avg. 13F price*
At the end of Q3 2025, 668 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 17 from Q2 2025. 68 opened new positions and 44 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.2B), Charles Schwab Investment Management Inc. ($634.0M) and Northern Trust Corp. ($591.1M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $82.4M |
| Exits | 44 | $277.0M |
All 13F filers, Q2 2025 → Q3 2025: 18,954,330 shares bought and 9,513,518 shares sold, net +9,440,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 668 holders
| Financial Engines Advisors L.L.C. | 6.19% | Add +4.1% | 59,918,446 | $3.2B |
| Charles Schwab Investment Management Inc. | 0.10% | Add +3.7% | 11,721,744 | $634.0M |
| Northern Trust Corp. | 0.08% | Add +11.7% | 10,927,480 | $591.1M |
| Prudential PLC | 3.67% | Add +3.2% | 9,245,452 | $500.1M |
| Envestnet Asset Management Inc. | 0.12% | Add +11.4% | 7,559,462 | $408.9M |
| Assetmark, Inc. | 0.81% | Add +7.0% | 6,967,495 | $376.9M |
| BlackRock, Inc. | 0.01% | Add +4.0% | 5,949,890 | $321.8M |
| Morgan Stanley | 0.02% | Add +9.1% | 5,604,915 | $303.2M |
| Bank of America Corp. | 0.02% | Add +9.5% | 5,585,790 | $302.1M |
| One Capital Management, LLC | 8.65% | Add +10.7% | 5,008,290 | $270.9M |
| Wells Fargo & Company | 0.05% | Reduce -1.5% | 4,428,226 | $239.5M |
| UBS Group AG | 0.04% | Reduce -1.6% | 3,780,268 | $204.5M |
| Ameriprise Financial Inc. | 0.05% | Reduce -2.3% | 3,745,025 | $202.3M |
| Allstate Corp. | 4.48% | Add +44.2% | 3,632,500 | $196.5M |
| FMR LLC | 0.01% | Reduce -2.1% | 3,596,887 | $194.6M |
| Matson Money. Inc. | 5.92% | Add +0.6% | 3,327,603 | $180.0M |
| Royal Bank of Canada | 0.03% | Add +2.6% | 3,148,539 | $170.3M |
| Raymond James Financial Inc. | 0.05% | Add +3.2% | 2,900,946 | $156.9M |
| LPL Financial LLC | 0.04% | Reduce -4.7% | 2,320,462 | $125.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -0.0% | 1,966,074 | $106.3M |
| United Capital Financial Advisors, LLC | 0.76% | Reduce -0.8% | 1,951,956 | $105.6M |
| Acropolis Investment Management, LLC | 5.33% | Add +4.6% | 1,966,925 | $104.8M |
| PNC Financial Services Group, Inc. | 0.06% | Add +0.1% | 1,886,234 | $102.0M |
| Franklin Resources Inc. | 0.02% | Add +5.6% | 1,803,744 | $97.6M |
| TD Private Client Wealth LLC | 2.16% | Add +22.6% | 1,776,456 | $96.1M |
| Klaas Financial Asset Advisors, LLC | 13.09% | Add +3.5% | 1,612,252 | $87.2M |
| Stifel Financial Corp. | 0.08% | Add +5.4% | 1,524,685 | $82.5M |
| Greenwood Gearhart LLC | 4.62% | Add +3.6% | 1,481,351 | $80.1M |
| Charter Oak Capital Management, LLC | 6.06% | Add +11.1% | 1,427,742 | $77.2M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -0.8% | 1,343,972 | $72.7M |
| Haverford Trust Co | 0.64% | Add +4.9% | 1,301,499 | $70.4M |
| HighTower Advisors, LLC | 0.07% | Add +666.1% | 1,174,277 | $63.5M |
| US Bancorp \de | 0.07% | Reduce -54.6% | 1,166,949 | $63.1M |
| Keybank National Association | 0.21% | Add +2.5% | 1,102,380 | $59.6M |
| Truist Financial Corp. | 0.08% | Add +8.0% | 1,066,345 | $57.7M |
| Horizon Investments, LLC | 0.75% | Add +1.9% | 1,059,071 | $56.8M |
| Jones Financial Companies LLLP | 0.04% | Add +32.3% | 1,035,016 | $55.9M |
| Ally Invest Advisors Inc. | 3.90% | Add +4.6% | 1,004,907 | $54.4M |
| Dakota Wealth Management | 1.07% | Add +20.3% | 983,218 | $53.2M |
| Legal & General Group Plc | 0.01% | Add +784.7% | 972,776 | $52.6M |
| NorthCoast Asset Management LLC | 0.20% | Reduce -3.8% | 940,501 | $50.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -52.2% | 919,195 | $49.7M |
| MAI Capital Management | 0.30% | Add +7.5% | 885,174 | $47.9M |
| Cetera Investment Advisers | 0.05% | Add +22.1% | 858,787 | $46.5M |
| Dodds Wealth, LLC | 11.05% | Add +6.6% | 824,827 | $44.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.10% | Add +137.6% | 801,281 | $43.4M |
| Osaic Holdings, Inc. | 0.06% | Add +10.6% | 767,763 | $41.5M |
| Flagstone Financial Management | 10.57% | Add +4.8% | 740,520 | $40.1M |
| Mfa Wealth Advisors, LLC | 8.73% | Add +7.4% | 738,989 | $40.0M |
| Mutual Advisors, LLC | 0.87% | Add +313.9% | 723,719 | $39.4M |
| Bank of Montreal | 0.02% | Add +8.7% | 712,559 | $38.5M |
| Wealthspire Retirement, LLC | 2.43% | Add +15.6% | 702,767 | $38.0M |
| Gradient Investments LLC | 0.63% | Add +70.2% | 692,313 | $37.4M |
| Thoma Capital Management LLC | 21.16% | Add +10.8% | 681,054 | $36.8M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $36.8M |
| Fiduciary Trust Co | 0.40% | Add +16.5% | 648,389 | $35.1M |
| Baird Financial Group, Inc. | 0.05% | Add +22.1% | 627,578 | $33.9M |
| Janney Montgomery Scott LLC | 0.08% | Add +4.4% | 619,307 | $33.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +81.1% | 585,000 | $31.6M |
| ProVise Management Group, LLC | 2.32% | Add +3.1% | 583,021 | $31.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +28.3% | 537,643 | $29.0M |
| Schmidt P J Investment Management Inc. | 4.62% | Reduce -1.5% | 516,986 | $28.0M |
| Syon Capital LLC | 1.49% | Add +34.1% | 512,640 | $27.7M |
| Financial Partners Group, Inc | 3.12% | Add +3.5% | 462,699 | $25.0M |
| GDS Wealth Management | 1.58% | Add +4.3% | 442,909 | $24.0M |
| Hancock Whitney Corp. | 0.43% | Reduce -2.8% | 440,175 | $23.8M |
| Birchbrook, Inc. | 11.27% | Add +8.9% | 403,027 | $21.8M |
| DT Investment Partners, LLC | 1.77% | Add +12.1% | 386,443 | $20.9M |
| Avidian Wealth Enterprises, LLC | 0.77% | Add +2.4% | 379,935 | $20.6M |
| Black Diamond Financial, LLC | 2.30% | Add +19.6% | 378,902 | $20.5M |
| BCK Partners, Inc. | 10.93% | Add +3.4% | 375,389 | $20.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +16.5% | 369,486 | $20.0M |
| Lido Advisors, LLC | 0.08% | Add +67.9% | 352,801 | $19.1M |
| Legacy Financial Group LLC | 2.48% | Add +2.2% | 350,342 | $19.0M |
| Summit Wealth Group, LLC | 4.57% | Add +2.9% | 349,198 | $18.9M |
| Proffitt & Goodson Inc. | 2.71% | Add +2.6% | 348,711 | $18.9M |
| Cyndeo Wealth Partners, LLC | 1.04% | Reduce -0.3% | 346,930 | $18.8M |
| Ameliora Wealth Management Ltd. | 6.08% | Reduce -3.3% | 337,765 | $18.3M |
| Arkansas Financial Group, Inc. | 2.57% | Add +3.7% | 323,056 | $17.5M |
| Advisors Capital Management, LLC | 0.22% | Add +9.9% | 318,392 | $17.2M |
| Sigma Planning Corp | 0.49% | Add +6.8% | 317,909 | $17.2M |
| Cwm, LLC | 0.05% | Add +24.3% | 312,566 | $16.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.0% | 311,482 | $16.8M |
| Deutsche Bank AG | 0.01% | No change | 310,445 | $16.8M |
| Madison Asset Management, LLC | 0.18% | Add +5.3% | 309,483 | $16.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -53.5% | 309,221 | $16.7M |
| Prosperity Consulting Group, LLC | 0.82% | Add +3.5% | 306,787 | $16.6M |
| Gunma Bank,Ltd. | 5.07% | Add +24.8% | 299,554 | $16.2M |
| National Bank of Canada | 0.02% | Add +65.6% | 298,240 | $16.1M |
| Mariner, LLC | 0.02% | Add +1.1% | 294,816 | $15.9M |
| Roundview Capital LLC | 0.99% | Reduce -3.6% | 290,354 | $15.7M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +5.8% | 279,983 | $15.1M |
| Capstone Investment Advisors, LLC | 0.16% | Reduce -18.3% | 273,601 | $14.8M |
| Bailard, Inc. | 0.32% | Add +33.6% | 272,834 | $14.8M |
| Galvin, Gaustad & Stein, LLC | 1.21% | Add +1.6% | 271,645 | $14.7M |
| MML Investors Services, LLC | 0.04% | Reduce -1.2% | 270,402 | $14.6M |
| Adapt Wealth Advisors, LLC | 5.39% | Add +42.0% | 269,468 | $14.6M |
| Bar Harbor Wealth Management | 0.87% | Reduce -0.5% | 267,860 | $14.5M |
| Summit Wealth Partners, LLC | 2.59% | Add +4.0% | 264,979 | $14.3M |
| Castleark Management LLC | 0.39% | No change | 259,994 | $14.1M |
"% 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.