iShares 5-10Y Inv GradeIGIBETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 709 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 20 from Q4 2025. 67 opened new positions and 45 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.4B), Charles Schwab Investment Management Inc. ($742.0M) and Northern Trust Corp. ($655.7M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $190.2M |
| Exits | 45 | $36.7M |
All 13F filers, Q4 2025 → Q1 2026: 20,102,667 shares bought and 14,717,143 shares sold, net +5,385,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 709 holders
| Financial Engines Advisors L.L.C. | 6.88% | Add +0.8% | 63,675,202 | $3.4B |
| Charles Schwab Investment Management Inc. | 0.11% | Add +13.0% | 13,942,612 | $742.0M |
| Northern Trust Corp. | 0.09% | Add +6.1% | 12,321,025 | $655.7M |
| Envestnet Asset Management Inc. | 0.12% | Add +36.7% | 8,366,041 | $445.2M |
| Assetmark, Inc. | 0.87% | Add +8.2% | 7,997,374 | $425.6M |
| Bank of America Corp. | 0.02% | Add +1.1% | 6,242,128 | $332.2M |
| Morgan Stanley | 0.02% | Reduce -1.6% | 6,112,857 | $325.3M |
| One Capital Management, LLC | 8.54% | Add +10.4% | 5,845,766 | $311.1M |
| Wells Fargo & Company | 0.05% | Add +2.0% | 5,028,190 | $267.6M |
| Allstate Corp. | 2.46% | Add +38.4% | 4,326,783 | $230.3M |
| UBS Group AG | 0.04% | Add +4.6% | 4,089,061 | $217.6M |
| Matson Money. Inc. | 5.97% | Add +5.9% | 3,662,800 | $194.7M |
| LPL Financial LLC | 0.05% | Add +15.0% | 3,637,273 | $193.6M |
| Ameriprise Financial Inc. | 0.04% | Reduce -11.0% | 3,496,098 | $185.7M |
| Raymond James Financial Inc. | 0.05% | Add +5.8% | 3,296,746 | $175.4M |
| FMR LLC | 0.01% | Reduce -9.3% | 3,251,621 | $173.1M |
| Royal Bank of Canada | 0.03% | Reduce -1.0% | 2,888,657 | $153.7M |
| TD Private Client Wealth LLC | 2.60% | Add +13.6% | 2,356,271 | $125.4M |
| Legal & General Group Plc | 0.03% | Reduce -55.3% | 2,234,173 | $118.3M |
| Acropolis Investment Management, LLC | 4.94% | Add +1.9% | 2,098,568 | $111.7M |
| Petersen Hastings Wealth Advisors Inc. | 9.60% | Add +4.2% | 1,968,481 | $104.8M |
| Franklin Resources Inc. | 0.03% | Add +3.7% | 1,930,392 | $102.7M |
| United Capital Financial Advisors, LLC | 0.61% | Reduce -1.1% | 1,865,467 | $99.1M |
| PNC Financial Services Group, Inc. | 0.06% | Add +2.0% | 1,844,238 | $98.2M |
| BlackRock, Inc. | 0.00% | Reduce -12.9% | 1,752,836 | $93.3M |
| Jones Financial Companies LLLP | 0.04% | Add +29.2% | 1,736,033 | $91.4M |
| Greenwood Gearhart LLC | 4.94% | Add +6.7% | 1,717,626 | $91.4M |
| Stifel Financial Corp. | 0.08% | Add +7.2% | 1,670,740 | $88.9M |
| Focus Partners Wealth | 0.10% | Add +163.3% | 1,637,526 | $87.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.8% | 1,611,396 | $85.8M |
| Charter Oak Capital Management, LLC | 6.60% | Add +4.7% | 1,599,851 | $85.1M |
| Haverford Trust Co | 0.72% | Add +6.8% | 1,466,937 | $78.1M |
| HighTower Advisors, LLC | 0.08% | Add +25.1% | 1,466,452 | $78.0M |
| US Bancorp \de | 0.08% | Add +8.5% | 1,293,603 | $68.8M |
| Truist Financial Corp. | 0.09% | Add +16.9% | 1,279,084 | $68.1M |
| Keybank National Association | 0.23% | Add +4.1% | 1,203,811 | $64.1M |
| Ally Invest Advisors Inc. | 4.05% | Add +8.3% | 1,129,499 | $60.1M |
| Cetera Investment Advisers | 0.06% | Add +3.8% | 1,118,184 | $59.5M |
| Dakota Wealth Management | 1.26% | Add +7.8% | 1,095,757 | $58.3M |
| MAI Capital Management | 0.33% | Add +10.6% | 1,085,709 | $57.8M |
| RMG Wealth Management LLC | 6.63% | New | 1,079,921 | $57.5M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -20.7% | 1,072,369 | $57.0M |
| Horizon Investments, LLC | 0.64% | Reduce -0.0% | 1,079,666 | $57.0M |
| Bank of New York Mellon Corp | 0.01% | Add +5.1% | 948,447 | $50.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.12% | Add +20.0% | 942,281 | $50.1M |
| Dodds Wealth, LLC | 11.62% | Add +6.0% | 889,218 | $47.3M |
| Mutual Advisors, LLC | 1.02% | Reduce -2.8% | 888,676 | $47.3M |
| Mfa Wealth Advisors, LLC | 9.29% | Add +11.3% | 887,369 | $47.2M |
| Cwm, LLC | 0.12% | Reduce -7.4% | 874,951 | $46.6M |
| Wealthspire Retirement, LLC | 2.76% | Add +17.2% | 863,357 | $45.9M |
| Flagstone Financial Management | 10.70% | Add +6.5% | 809,747 | $43.1M |
| Gradient Investments LLC | 0.63% | Add +5.1% | 758,240 | $40.4M |
| Bank of Montreal | 0.02% | Add +2.0% | 745,628 | $39.7M |
| Fiduciary Trust Co | 0.47% | Add +2.2% | 741,489 | $39.5M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -5.7% | 731,611 | $38.9M |
| Mariner, LLC | 0.04% | Add +138.5% | 713,905 | $38.0M |
| Baird Financial Group, Inc. | 0.06% | Add +9.6% | 707,296 | $37.6M |
| Scarborough Advisors, LLC | 4.10% | New | 703,498 | $37.4M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $36.2M |
| Thoma Capital Management LLC | 20.10% | Add +2.2% | 638,651 | $34.0M |
| ProVise Management Group, LLC | 2.38% | Add +2.6% | 622,121 | $33.1M |
| Syon Capital LLC | 1.51% | Add +7.5% | 564,705 | $30.1M |
| Klaas Financial Asset Advisors, LLC | 3.96% | Reduce -67.9% | 539,525 | $28.7M |
| Schmidt P J Investment Management Inc. | 4.65% | Add +1.0% | 519,337 | $27.6M |
| JPMorgan Chase & Co. | 0.00% | Add +9.7% | 521,769 | $27.6M |
| Cerity Partners LLC | 0.04% | Reduce -0.0% | 517,202 | $27.5M |
| NorthCoast Asset Management LLC | 0.61% | Add +188.2% | 491,205 | $26.1M |
| Financial Partners Group, Inc | 3.07% | Add +1.1% | 482,095 | $25.7M |
| Prudential PLC | 0.19% | Reduce -91.2% | 471,470 | $25.1M |
| Birchbrook, Inc. | 12.17% | Add +8.3% | 466,277 | $24.8M |
| Arkansas Financial Group, Inc. | 3.35% | Add +9.9% | 449,664 | $24.0M |
| Ameliora Wealth Management Ltd. | 7.63% | Add +18.5% | 449,962 | $23.9M |
| GDS Wealth Management | 1.43% | Add +4.4% | 446,969 | $23.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.3% | 439,655 | $23.4M |
| Hancock Whitney Corp. | 0.40% | Reduce -0.3% | 434,896 | $23.2M |
| Bailard, Inc. | 0.53% | Add +48.0% | 435,224 | $23.2M |
| Jane Street Group, LLC | 0.03% | New | 431,965 | $23.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.1% | 419,033 | $22.3M |
| Black Diamond Financial, LLC | 2.42% | Add +4.5% | 417,222 | $22.2M |
| Avidian Wealth Enterprises, LLC | 0.68% | Add +4.1% | 405,793 | $21.6M |
| Madison Asset Management, LLC | 0.26% | Add +63.0% | 400,916 | $21.3M |
| BCK Partners, Inc. | 11.38% | Add +2.9% | 395,914 | $21.1M |
| Cyndeo Wealth Partners, LLC | 1.08% | Add +7.5% | 385,063 | $20.5M |
| Summit Wealth Group, LLC | 4.56% | Add +4.2% | 373,031 | $19.9M |
| Advisors Capital Management, LLC | 0.23% | Add +8.3% | 368,965 | $19.6M |
| DT Investment Partners, LLC | 1.49% | Add +2.2% | 335,367 | $17.8M |
| MML Investors Services, LLC | 0.05% | Reduce -5.9% | 329,393 | $17.5M |
| Roundview Capital LLC | 1.07% | Add +3.7% | 322,146 | $17.1M |
| Legacy Financial Group LLC | 2.15% | Add +0.8% | 321,061 | $17.1M |
| Deutsche Bank AG | 0.01% | Add +1.8% | 316,165 | $16.8M |
| Prosperity Consulting Group, LLC | 0.73% | Reduce -1.8% | 306,562 | $16.3M |
| Proffitt & Goodson Inc. | 2.52% | Reduce -14.1% | 306,302 | $16.3M |
| Chicago Partners Investment Group LLC | 0.36% | Add +24.0% | 300,750 | $16.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.9% | 288,177 | $15.3M |
| Lido Advisors, LLC | 0.06% | Reduce -18.6% | 287,338 | $15.3M |
| Summit Wealth Partners, LLC | 2.29% | Add +2.4% | 272,320 | $14.5M |
| D.A. Davidson & Co. | 0.08% | Add +2.0% | 262,174 | $14.0M |
| Bar Harbor Wealth Management | 0.81% | Reduce -0.6% | 261,475 | $13.9M |
| Castleark Management LLC | 0.46% | No change | 259,994 | $13.8M |
| World Investment Advisors | 0.22% | Add +10.3% | 258,717 | $13.8M |
"% 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.