iShares 10+ Year Inv GRIGLBETF
13F holders, Q1 2025 (March 31)219holders −8
24new positions
26sold out
1famous investor
$49.67avg. 13F price*
At the end of Q1 2025, 219 institutions reported holding iShares 10+ Year Inv GR Corp. (IGLB) in their 13F filings, down 8 from Q4 2024. 24 opened new positions and 26 sold out. The largest holders were Envestnet Asset Management Inc. ($208.6M), Prudential PLC ($149.1M) and BlackRock, Inc. ($146.7M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $75.7M |
| Exits | 26 | $28.4M |
All 13F filers, Q4 2024 → Q1 2025: 5,545,884 shares bought and 2,845,935 shares sold, net +2,699,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 219 holders
| Envestnet Asset Management Inc. | 0.07% | Add +6.2% | 4,153,552 | $208.6M |
| Prudential PLC | 0.75% | Add +4.0% | 2,967,779 | $149.1M |
| BlackRock, Inc. | 0.00% | Reduce -9.1% | 2,920,552 | $146.7M |
| Bank of America Corp. | 0.01% | Reduce -6.2% | 2,744,202 | $137.8M |
| Kestra Investment Management, LLC | 2.18% | Add +142.6% | 2,625,524 | $112.8M |
| RiverFront Investment Group, LLC | 2.10% | Add +9.6% | 1,877,759 | $94.3M |
| Assetmark, Inc. | 0.23% | Add +26.1% | 1,680,251 | $84.4M |
| Ameriprise Financial Inc. | 0.02% | Add +32.5% | 1,609,795 | $80.9M |
| Allianz Investment Management U.S. LLC | 4.34% | No change | 1,622,000 | $78.6M |
| Schroder Investment Management Group | 0.07% | Reduce -1.7% | 1,305,150 | $65.3M |
| LPL Financial LLC | 0.02% | Add +3.2% | 1,067,622 | $53.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.6% | 1,003,686 | $50.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 764,056 | $38.4M |
| Bank of New York Mellon Corp | 0.01% | Add +25.9% | 682,206 | $34.3M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 645,387 | $32.4M |
| Royal Bank of Canada | 0.01% | Reduce -2.0% | 509,817 | $25.6M |
| Truist Financial Corp. | 0.04% | Add +40.7% | 446,949 | $22.5M |
| Gallagher Fiduciary Advisors, LLC | 0.73% | New | 443,997 | $22.3M |
| Insight Wealth Strategies, LLC | 2.96% | New | 438,327 | $22.0M |
| UBS Group AG | 0.00% | Add +6.1% | 415,136 | $20.9M |
| Tennessee Valley Asset Management Partners | 3.21% | Add +5.3% | 391,992 | $19.7M |
| NYL Investors LLC | 1.24% | Add +1.0% | 381,000 | $19.1M |
| Legal & General Group Plc | 0.01% | Reduce -59.3% | 382,081 | $19.1M |
| JPMorgan Chase & Co. | 0.00% | Add +26.3% | 371,151 | $18.6M |
| Advisors Capital Management, LLC | 0.27% | Add +206.1% | 351,312 | $17.6M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 351,013 | $17.6M |
| Horizon Investments, LLC | 0.51% | Add +3.4% | 346,721 | $17.3M |
| MML Investors Services, LLC | 0.05% | Reduce -6.0% | 280,101 | $14.1M |
| Cetera Investment Advisers | 0.03% | Reduce -0.9% | 264,942 | $13.3M |
| San Luis Wealth Advisors LLC | 3.01% | Reduce -11.1% | 264,940 | $13.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +0.4% | 257,111 | $12.9M |
| Osaic Holdings, Inc. | 0.03% | Add +18.3% | 245,046 | $12.3M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -39.0% | 244,998 | $12.3M |
| Betterment LLC | 0.03% | Add +29.0% | 243,282 | $12.2M |
| OneDigital Investment Advisors LLC | 0.13% | Add +7.2% | 223,806 | $11.2M |
| Allstate Corp. | 0.32% | Add +16.1% | 214,917 | $10.8M |
| Klaas Financial Asset Advisors, LLC | 1.85% | Add +3.2% | 213,585 | $10.7M |
| Integrated Wealth Concepts LLC | 0.12% | Add +95.2% | 210,213 | $10.6M |
| Fund Evaluation Group, LLC | 0.44% | No change | 202,218 | $10.2M |
| Eley Financial Management, Inc | 3.91% | Add +5.3% | 194,399 | $9.8M |
| WESPAC Advisors SoCal, LLC | 2.35% | Reduce -0.3% | 179,649 | $9.0M |
| Jane Street Group, LLC | 0.02% | Reduce -6.7% | 167,769 | $8.4M |
| BNP Paribas Financial Markets | 0.01% | New | 164,131 | $8.2M |
| Regions Financial Corp. | 0.06% | Add +0.1% | 159,766 | $8.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -6.9% | 158,973 | $8.0M |
| Keybank National Association | 0.03% | Reduce -9.2% | 155,928 | $7.8M |
| Mittelman Wealth Management | 6.86% | Reduce -2.7% | 151,284 | $7.6M |
| Hennion & Walsh Asset Management, Inc. | 0.33% | Add +12.6% | 146,298 | $7.3M |
| SlateStone Wealth, LLC | 0.71% | Reduce -4.1% | 141,786 | $7.1M |
| Stifel Financial Corp. | 0.01% | Add +52.9% | 141,270 | $7.1M |
| Carolina Wealth Advisors, LLC | 3.64% | Add +4.7% | 134,333 | $6.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +4.8% | 133,734 | $6.7M |
| Cosner Financial Group, LLC | 3.64% | Add +7.3% | 118,418 | $5.9M |
| CW Advisors, LLC | 0.07% | New | 118,038 | $5.9M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -4.0% | 105,193 | $5.3M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -0.3% | 99,700 | $5.0M |
| Shum Financial Group, Inc. | 4.28% | Add +0.7% | 98,524 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.7% | 94,594 | $4.8M |
| Investors Research Corp | 0.83% | Add +15.9% | 75,935 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +20.9% | 75,664 | $3.8M |
| Quadrature Capital Ltd | 0.08% | New | 75,466 | $3.8M |
| Pinnacle Family Advisors, LLC | 2.03% | Reduce -0.0% | 74,288 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +47.8% | 72,870 | $3.7M |
| D.A. Davidson & Co. | 0.03% | Add +7.9% | 64,559 | $3.2M |
| Delta Financial Group, Inc. | 0.68% | Reduce -0.0% | 59,018 | $3.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 55,793 | $2.8M |
| CoreCap Advisors, LLC | 0.12% | Add +11795.0% | 54,598 | $2.7M |
| Checchi Capital Advisers, LLC | 0.19% | Add +0.3% | 53,375 | $2.7M |
| Titleist Asset Management, LLC | 0.29% | Add +5.6% | 49,530 | $2.5M |
| Old Mission Capital LLC | 0.05% | New | 48,006 | $2.4M |
| LaSalle St. Investment Advisors, LLC | 0.56% | Add +7.6% | 47,059 | $2.4M |
| Trajan Wealth LLC | 0.13% | Add +28.9% | 47,004 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +0.8% | 43,381 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -48.1% | 42,460 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 39,121 | $2.0M |
| Pinnacle Financial Partners Inc | 0.04% | Add +0.2% | 34,815 | $1.7M |
| Croban | 1.60% | New | 34,591 | $1.7M |
| LexAurum Advisors, LLC | 0.31% | No change | 31,755 | $1.6M |
| Voya Financial Advisors, Inc. | 0.17% | Add +37.5% | 30,690 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.1% | 29,949 | $1.5M |
| D L Carlson Investment Group Inc. | 0.28% | Reduce -19.3% | 29,275 | $1.5M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -0.1% | 28,984 | $1.5M |
| RMR Capital Management, LLC | 1.00% | No change | 27,522 | $1.4M |
| Israel Discount Bank of New York | 1.03% | Reduce -22.3% | 26,790 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -6.0% | 25,949 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +11.0% | 25,469 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -79.4% | 25,094 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.7% | 23,665 | $1.2M |
| Invera Wealth Advisors, LLC | 0.74% | New | 22,887 | $1.1M |
| Wambolt & Associates, LLC | 0.38% | Reduce -7.1% | 21,989 | $1.1M |
| Vantage Financial Partners, LLC | 0.27% | Reduce -61.3% | 21,615 | $1.1M |
| Tranquilli Financial Advisor LLC | 0.69% | Add +19.0% | 21,552 | $1.1M |
| Valtrion Capital Management, LLC | 1.43% | Add +0.8% | 21,122 | $1.1M |
| James Investment Research, Inc. | 0.13% | Reduce -2.3% | 20,578 | $1.0M |
| Invesco Ltd. | 0.00% | Add +1.6% | 20,527 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Reduce -5.3% | 20,447 | $1.0M |
| MCF Advisors LLC | 0.07% | Add +25.5% | 20,311 | $1.0M |
| Cambridge Associates LLC /Ma/ | 0.03% | New | 20,000 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.2% | 19,641 | $987K |
| Global View Capital Management LLC | 0.36% | Reduce -17.9% | 19,486 | $979K |
"% 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.