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IGIB Institutional Ownership

iShares 5-10 Year Investment Grade Corporate Bond ETF
1W: -0.7% 1M: -3.1% 3M: -5.4% YTD: -6.2% 1Y: -6.2% 3Y: +14.6% 5Y: -1.9%
$50.15
-0.10 (-0.20%)
 
Weekly Expected Move ±0.7%
$49 $50 $50 $51 $51
ETF NASDAQ · AUM $17.8B

Institutional Ownership — IGIB

788
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
15B
Total Invested
79
New Positions
313
Increased
278
Reduced
71
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (829 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Financial Engines Advisors L.L.C. 69,309,525 3.5B +5,634,323 +8.8% 28Q SEC ↗
2 CHARLES SCHWAB INVESTMENT MANAGEMENT I 15,069,486 $756M +1,126,874 +8.1% 15Q SEC ↗
3 Sixth Street Partners Management Compa NEW 15,069,486 $756M — +0.0% 1Q SEC ↗
4 NORTHERN TRUST CORP 13,057,366 $655M +736,341 +6.0% 71Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 8,875,957 $445M +509,916 +6.1% 75Q SEC ↗
6 ALLSTATE CORP 8,255,575 $414M +3,928,792 +90.8% 15Q SEC ↗
7 ASSETMARK, INC 7,886,379 $396M -110,995 -1.4% 50Q SEC ↗
8 BANK OF AMERICA CORP /DE 6,417,105 $322M +174,977 +2.8% 15Q SEC ↗
9 MORGAN STANLEY 6,315,414 $317M +202,557 +3.3% 60Q SEC ↗
10 One Capital Management, LLC 5,845,766 $293M — +0.0% 36Q SEC ↗
11 WELLS FARGO & COMPANY/MN 5,223,434 $262M +195,244 +3.9% 73Q SEC ↗
12 UBS Group AG 4,139,507 $208M +50,446 +1.2% 47Q SEC ↗
13 LPL Financial LLC 4,086,840 $205M +449,567 +12.4% 53Q SEC ↗
14 Matson Money. Inc. 3,824,777 $192M +161,977 +4.4% 42Q SEC ↗
15 AMERIPRISE FINANCIAL INC 3,520,343 $177M +24,245 +0.7% 16Q SEC ↗
16 RAYMOND JAMES FINANCIAL INC 3,467,006 $174M +170,260 +5.2% 7Q SEC ↗
17 ROYAL BANK OF CANADA 3,090,560 $155M +201,903 +7.0% 67Q SEC ↗
18 TD PRIVATE CLIENT WEALTH LLC 2,883,337 $145M +527,066 +22.4% 21Q SEC ↗
19 GOLDMAN SACHS GROUP INC 2,817,095 $141M +1,205,699 +74.8% 15Q SEC ↗
20 Focus Partners Wealth 2,476,291 $124M +838,765 +51.2% 7Q SEC ↗
21 Acropolis Investment Management, LLC 2,247,726 $113M +149,158 +7.1% 62Q SEC ↗
22 FMR LLC 2,236,586 $112M -1,015,035 -31.2% 32Q SEC ↗
23 Petersen Hastings Wealth Advisors Inc. 2,100,716 $105M +132,235 +6.7% 3Q SEC ↗
24 JONES FINANCIAL COMPANIES LLLP 1,989,134 $100M +253,101 +14.6% 15Q SEC ↗
25 FRANKLIN RESOURCES INC 1,970,780 $99M +40,388 +2.1% 22Q SEC ↗
26 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,879,524 $94M +14,057 +0.8% 58Q SEC ↗
27 PNC Financial Services Group, Inc. 1,860,822 $93M +16,584 +0.9% 15Q SEC ↗
28 GREENWOOD GEARHART LLC 1,822,054 $91M +104,428 +6.1% 26Q SEC ↗
29 MERCER GLOBAL ADVISORS INC /ADV 1,802,788 $90M +1,765,999 +4800.3% 17Q SEC ↗
30 BlackRock, Inc. 1,775,018 $89M +22,182 +1.3% 8Q SEC ↗
31 STIFEL FINANCIAL CORP 1,678,325 $84M +7,585 +0.5% 49Q SEC ↗
32 Charter Oak Capital Management, LLC 1,599,851 $80M +71,895 +4.7% 9Q SEC ↗
33 HighTower Advisors, LLC 1,579,498 $79M +113,046 +7.7% 47Q SEC ↗
34 Haverford Trust Co 1,510,294 $76M +43,357 +3.0% 15Q SEC ↗
35 US BANCORP \DE 1,324,397 $66M +30,794 +2.4% 66Q SEC ↗
36 TRUIST FINANCIAL CORP 1,267,986 $64M -11,098 -0.9% 53Q SEC ↗
37 RMG Wealth Management LLC 1,253,129 $63M +173,208 +16.0% 2Q SEC ↗
38 KEYBANK NATIONAL ASSOCIATION/OH 1,232,515 $62M +28,704 +2.4% 74Q SEC ↗
39 Dakota Wealth Management 1,226,734 $62M +130,977 +12.0% 47Q SEC ↗
40 WEALTH ENHANCEMENT ADVISORY SERVICES, 1,213,272 $61M +140,903 +13.1% 12Q SEC ↗
41 MAI Capital Management 1,196,329 $60M +110,620 +10.2% 7Q SEC ↗
42 Ally Invest Advisors Inc. 1,181,331 $59M +51,832 +4.6% 31Q SEC ↗
43 Cetera Investment Advisers 1,167,359 $59M +49,175 +4.4% 43Q SEC ↗
44 Horizon Investments, LLC 1,072,165 $54M -7,501 -0.7% 11Q SEC ↗
45 MFA WEALTH ADVISORS, LLC 1,018,889 $51M +131,520 +14.8% 7Q SEC ↗
46 Roehl & Yi Investment Advisors, LLC NEW 945,471 $47M — +0.0% 1Q SEC ↗
47 Dodds Wealth, LLC 923,932 $46M +34,714 +3.9% 11Q SEC ↗
48 CWM, LLC 874,951 $44M -69,666 -7.4% 18Q SEC ↗
49 Wealthspire Retirement, LLC 846,629 $42M -16,728 -1.9% 5Q SEC ↗
50 Flagstone Financial Management 843,498 $42M +33,751 +4.2% 10Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Financial Engines Advisors L.L.C. +5,634,323 +8.8% 69,309,525
ALLSTATE CORP +3,928,792 +90.8% 8,255,575
MERCER GLOBAL ADVISORS INC /ADV +1,765,999 +4800.3% 1,802,788
GOLDMAN SACHS GROUP INC +1,205,699 +74.8% 2,817,095
CHARLES SCHWAB INVESTMENT MANAGEMEN +1,126,874 +8.1% 15,069,486
Focus Partners Wealth +838,765 +51.2% 2,476,291
NORTHERN TRUST CORP +736,341 +6.0% 13,057,366
Kestra Advisory Services, LLC +622,278 +487.1% 750,041
TD PRIVATE CLIENT WEALTH LLC +527,066 +22.4% 2,883,337
ENVESTNET ASSET MANAGEMENT INC +509,916 +6.1% 8,875,957
LPL Financial LLC +449,567 +12.4% 4,086,840
SUSQUEHANNA INTERNATIONAL GROUP, LL +392,383 +521.0% 467,698
CVS HEALTH Corp +347,250 +374.4% 440,000
JONES FINANCIAL COMPANIES LLLP +253,101 +14.6% 1,989,134
MORGAN STANLEY +202,557 +3.3% 6,315,414
Smith Salley Wealth Management +202,143 +108.9% 387,811
ROYAL BANK OF CANADA +201,903 +7.0% 3,090,560
WELLS FARGO & COMPANY/MN +195,244 +3.9% 5,223,434
Madison Asset Management, LLC +183,883 +45.9% 584,799
Onyx Bridge Wealth Group LLC +180,656 +378.4% 228,395
Biggest Decreases (20)
HolderReducedChange %Total Shares
Legal & General Group Plc -1,598,313 -71.5% 635,860
FMR LLC -1,015,035 -31.2% 2,236,586
Gradient Investments LLC -754,239 -99.5% 4,001
Mutual Advisors, LLC -726,620 -81.8% 162,056
Mitsubishi UFJ Trust & Banking Corp -593,750 -63.0% 348,531
BANK OF MONTREAL /CAN -192,939 -25.9% 552,689
Mittelman Wealth Management -174,800 -81.7% 39,056
Sumitomo Mitsui Trust Group, Inc. -150,000 -88.2% 20,000
North Dakota State Investment Board -149,002 -70.3% 63,000
PROFFITT & GOODSON INC -136,490 -44.6% 169,812
Bank of New York Mellon Corp -125,057 -13.2% 823,390
ASSETMARK, INC -110,995 -1.4% 7,886,379
SYON CAPITAL LLC -109,330 -19.4% 455,375
Private Advisor Group, LLC -105,443 -55.2% 85,589
KINTRA WEALTH, LLC -92,350 -94.9% 4,945
EP Wealth Advisors, LLC -84,561 -53.5% 73,436
Illumine Investment Management, LLC -76,190 -100.0% 0
CWM, LLC -69,666 -7.4% 874,951
Prime Capital Investment Advisors, -61,533 -31.3% 135,227
HIGHLINE WEALTH PARTNERS LLC -57,966 -28.3% 146,736

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms