iShares 10+ Year Inv GRIGLBETF
13F holders, Q4 2024 (December 31)227holders +33
41new positions
16sold out
2famous investors
$49.43avg. 13F price*
At the end of Q4 2024, 227 institutions reported holding iShares 10+ Year Inv GR Corp. (IGLB) in their 13F filings, up 33 from Q3 2024. 41 opened new positions and 16 sold out. The largest holders were Envestnet Asset Management Inc. ($193.2M), BlackRock, Inc. ($158.8M) and Bank of America Corp. ($144.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares 10+ Year Inv GR Corp.
- CUSIP
- 464289511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $62.1M |
| Exits | 16 | $28.3M |
All 13F filers, Q3 2024 → Q4 2024: 6,181,729 shares bought and 4,117,460 shares sold, net +2,064,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| Envestnet Asset Management Inc. | 0.06% | Add +38.9% | 3,910,427 | $193.2M |
| BlackRock, Inc. | 0.00% | Reduce -22.5% | 3,213,583 | $158.8M |
| Bank of America Corp. | 0.01% | Add +28.5% | 2,926,341 | $144.6M |
| Prudential PLC | 0.71% | Reduce -0.6% | 2,853,094 | $140.9M |
| RiverFront Investment Group, LLC | 1.93% | Add +9.0% | 1,713,713 | $84.7M |
| Allianz Investment Management U.S. LLC | 5.65% | No change | 1,622,000 | $80.1M |
| Schroder Investment Management Group | 0.06% | Add +46.3% | 1,327,859 | $65.9M |
| Assetmark, Inc. | 0.18% | Add +24.0% | 1,332,349 | $65.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -48.1% | 1,214,828 | $60.2M |
| Kestra Investment Management, LLC | 2.10% | Add +145.2% | 1,082,317 | $53.5M |
| Raymond James Financial Inc. | 0.02% | — | 1,074,405 | $53.1M |
| LPL Financial LLC | 0.02% | Add +18.0% | 1,034,793 | $51.1M |
| Legal & General Group Plc | 0.01% | Add +4.7% | 938,632 | $46.6M |
| Wells Fargo & Company | 0.01% | Reduce -13.5% | 766,089 | $37.8M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 696,005 | $34.4M |
| Bank of New York Mellon Corp | 0.00% | Add +59.4% | 541,950 | $26.8M |
| Royal Bank of Canada | 0.01% | Reduce -1.7% | 520,411 | $25.7M |
| Agilis Partners LLC | 6.30% | Add +95.8% | 423,701 | $20.9M |
| NorthCoast Asset Management LLC | 0.10% | Add +8.2% | 401,324 | $19.9M |
| UBS Group AG | 0.00% | Reduce -12.1% | 391,281 | $19.3M |
| NYL Investors LLC | 1.71% | Add +1.2% | 377,100 | $18.6M |
| Tennessee Valley Asset Management Partners | 3.08% | Reduce -3.0% | 372,429 | $18.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 351,013 | $17.3M |
| Sigma Planning Corp | 0.54% | Reduce -3.1% | 349,126 | $17.2M |
| Horizon Investments, LLC | 0.47% | Add +73.0% | 335,249 | $16.5M |
| Truist Financial Corp. | 0.02% | Add +25.2% | 317,738 | $15.7M |
| San Luis Wealth Advisors LLC | 2.79% | Add +8.8% | 298,036 | $14.7M |
| MML Investors Services, LLC | 0.05% | Add +3.9% | 297,831 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.3% | 293,909 | $14.5M |
| Cetera Investment Advisers | 0.03% | Add +40.4% | 267,447 | $13.2M |
| Janney Montgomery Scott LLC | 0.04% | Add +1.6% | 256,121 | $12.7M |
| OneDigital Investment Advisors LLC | 0.12% | New | 208,720 | $10.3M |
| Osaic Holdings, Inc. | 0.02% | Add +46.3% | 207,158 | $10.2M |
| Klaas Financial Asset Advisors, LLC | 1.80% | Add +1.1% | 207,026 | $10.2M |
| Fund Evaluation Group, LLC | 0.47% | No change | 202,218 | $10.0M |
| Betterment LLC | 0.02% | New | 188,656 | $9.3M |
| Allstate Corp. | 0.27% | Add +66.3% | 185,079 | $9.1M |
| Eley Financial Management, Inc | 3.55% | Add +39.0% | 184,616 | $9.1M |
| WESPAC Advisors SoCal, LLC | 2.01% | Add +4.3% | 180,284 | $8.9M |
| Jane Street Group, LLC | 0.01% | Reduce -3.1% | 179,759 | $8.9M |
| Keybank National Association | 0.03% | Add +68.2% | 171,732 | $8.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -26.2% | 170,692 | $8.4M |
| Regions Financial Corp. | 0.06% | No change | 159,643 | $7.9M |
| Mittelman Wealth Management | 7.15% | Reduce -57.0% | 155,523 | $7.7M |
| SlateStone Wealth, LLC | 0.72% | Reduce -2.8% | 147,855 | $7.3M |
| Fortune 45 LLC | 4.52% | Add +6.7% | 140,309 | $6.9M |
| Milestone Asset Management, LLC | 1.52% | New | 139,151 | $6.9M |
| Hennion & Walsh Asset Management, Inc. | 0.29% | Add +12.4% | 129,937 | $6.4M |
| Carolina Wealth Advisors, LLC | 3.41% | Reduce -0.2% | 128,263 | $6.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +46.8% | 127,559 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +98.0% | 121,924 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +100.9% | 120,770 | $6.0M |
| Advisors Capital Management, LLC | 0.09% | Reduce -71.4% | 114,771 | $5.7M |
| Cosner Financial Group, LLC | 3.45% | Add +16.6% | 110,389 | $5.5M |
| United Capital Financial Advisors, LLC | 0.05% | New | 109,602 | $5.4M |
| Destiny Capital Corp | 3.25% | Reduce -1.1% | 108,487 | $5.4M |
| Integrated Wealth Concepts LLC | 0.06% | Add +58.4% | 107,696 | $5.3M |
| Citadel Advisors | 0.00% | New | 104,222 | $5.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +6.2% | 100,010 | $4.9M |
| Shum Financial Group, Inc. | 4.17% | Reduce -0.6% | 97,837 | $4.8M |
| Stifel Financial Corp. | 0.00% | Reduce -27.7% | 92,419 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +168.8% | 81,897 | $4.0M |
| Pinnacle Family Advisors, LLC | 1.78% | Add +0.6% | 74,305 | $3.7M |
| Investors Research Corp | 0.71% | Add +13.2% | 65,493 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | New | 62,606 | $3.1M |
| D.A. Davidson & Co. | 0.02% | New | 59,810 | $3.0M |
| Delta Financial Group, Inc. | 0.68% | New | 59,043 | $2.9M |
| Vantage Financial Partners, LLC | 0.69% | Add +66.3% | 55,780 | $2.8M |
| Checchi Capital Advisers, LLC | 0.20% | Add +9.3% | 53,195 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.5% | 49,314 | $2.4M |
| Grey Ledge Advisors, LLC | 0.60% | Reduce -30.1% | 47,203 | $2.3M |
| Titleist Asset Management, LLC | 0.27% | New | 46,909 | $2.3M |
| Farther Finance Advisors, LLC | 0.08% | Add +59115.6% | 45,596 | $2.3M |
| FIL Ltd | 0.00% | New | 45,010 | $2.2M |
| LaSalle St. Investment Advisors, LLC | 0.67% | Add +1.1% | 43,720 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -25.5% | 43,041 | $2.1M |
| Trajan Wealth LLC | 0.10% | Add +7.5% | 36,458 | $1.8M |
| D L Carlson Investment Group Inc. | 0.32% | No change | 36,275 | $1.8M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -54.0% | 34,751 | $1.7M |
| Israel Discount Bank of New York | 1.24% | Reduce -9.3% | 34,493 | $1.7M |
| LexAurum Advisors, LLC | 0.31% | No change | 31,755 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -10.7% | 31,169 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 30,900 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -42.4% | 30,351 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Add +15.8% | 29,358 | $1.5M |
| Koshinski Asset Management, Inc. | 0.12% | Add +0.4% | 29,010 | $1.4M |
| US Bancorp \de | 0.00% | Add +1.8% | 27,606 | $1.4M |
| RMR Capital Management, LLC | 1.01% | Add +87.7% | 27,522 | $1.4M |
| Prelude Capital Management, LLC | 0.10% | New | 23,910 | $1.2M |
| National Bank of Canada | 0.00% | New | 23,880 | $1.2M |
| Passumpsic Savings Bank | 0.73% | Add +11.1% | 23,793 | $1.2M |
| Global View Capital Management LLC | 0.41% | — | 23,730 | $1.2M |
| Wambolt & Associates, LLC | 0.38% | Reduce -2.6% | 23,669 | $1.2M |
| Noble Wealth Management PBC | 0.80% | — | 23,422 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 22,946 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.1% | 22,635 | $1.1M |
| Voya Financial Advisors, Inc. | 0.12% | Add +280.4% | 22,312 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.5% | 22,175 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +43.7% | 21,592 | $1.1M |
| James Investment Research, Inc. | 0.12% | Add +192.2% | 21,062 | $1.0M |
"% of holder's portfolio" is IGLB's weight in each manager's 13F, not the share of iShares 10+ Year Inv GR Corp. the manager owns.