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IGLB Institutional Ownership

iShares 10+ Year Investment Grade Corporate Bond ETF
1W: -1.5% 1M: -4.6% 3M: -8.6% YTD: -9.0% 1Y: -10.6% 3Y: +8.2% 5Y: -21.7%
$45.46
-0.10 (-0.22%)
 
Weekly Expected Move ±1.3%
$44 $45 $45 $46 $47
ETF AMEX · AUM $2.5B

Institutional Ownership — IGLB

251
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
29
New Positions
87
Increased
100
Reduced
34
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (281 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 5,062,944 $230M +576,527 +12.9% 8Q SEC ↗
2 BANK OF AMERICA CORP /DE 3,504,869 $159M +347,885 +11.0% 15Q SEC ↗
3 PRUDENTIAL PLC 3,243,485 $147M +54,399 +1.7% 18Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 2,256,641 $103M -95,336 -4.1% 56Q SEC ↗
5 Allianz SE 1,622,000 $74M — +0.0% 3Q SEC ↗
6 ASSETMARK, INC 1,554,643 $71M +39,430 +2.6% 52Q SEC ↗
7 ALLSTATE CORP 1,521,639 $69M +1,388,746 +1045.0% 13Q SEC ↗
8 LPL Financial LLC 1,252,523 $57M -238,346 -16.0% 54Q SEC ↗
9 MORGAN STANLEY 997,952 $45M +336,359 +50.8% 60Q SEC ↗
10 CLIFTONLARSONALLEN WEALTH ADVISORS, LL 959,773 $44M +35,428 +3.8% 2Q SEC ↗
11 RiverFront Investment Group, LLC 917,534 $42M +61,068 +7.1% 15Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC 898,376 $41M +188,941 +26.6% 7Q SEC ↗
13 Gallagher Fiduciary Advisors, LLC 833,026 $38M -62,372,318 -98.7% 6Q SEC ↗
14 Horizon Investments, LLC 723,336 $33M +807 +0.1% 11Q SEC ↗
15 AMERIPRISE FINANCIAL INC 636,993 $29M -112,549 -15.0% 16Q SEC ↗
16 WELLS FARGO & COMPANY/MN 627,627 $29M +25,708 +4.3% 66Q SEC ↗
17 Advisors Capital Management, LLC 562,826 $26M +26,882 +5.0% 10Q SEC ↗
18 Fund Evaluation Group, LLC 508,806 $23M +211,693 +71.2% 12Q SEC ↗
19 Klaas Financial Asset Advisors, LLC 475,930 $22M +26,021 +5.8% 23Q SEC ↗
20 Cetera Investment Advisers 441,537 $20M +25,578 +6.1% 25Q SEC ↗
21 Bank of New York Mellon Corp 438,165 $20M +12,604 +3.0% 17Q SEC ↗
22 NYL Investors LLC 404,202 $18M +4,260 +1.1% 34Q SEC ↗
23 OSAIC HOLDINGS, INC. 387,653 $18M +75,137 +24.0% 26Q SEC ↗
24 JPMORGAN CHASE & CO 369,482 $17M +61,955 +20.1% 29Q SEC ↗
25 UBS Group AG 369,379 $17M +61,686 +20.0% 47Q SEC ↗
26 Allspring Global Investments Holdings, 349,813 $16M — +0.0% 19Q SEC ↗
27 ROYAL BANK OF CANADA 314,515 $14M +34,156 +12.2% 60Q SEC ↗
28 Legal & General Group Plc 297,075 $14M -981,585 -76.8% 4Q SEC ↗
29 Kestra Advisory Services, LLC 266,379 $12M +242,817 +1030.5% 7Q SEC ↗
30 NORTHWESTERN MUTUAL INVESTMENT MANAGEM NEW 258,000 $12M — +0.0% 1Q SEC ↗
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 250,248 $11M +217,405 +662.0% 10Q SEC ↗
32 Integrated Wealth Concepts LLC 246,972 $11M +15,841 +6.9% 13Q SEC ↗
33 Eley Financial Management, Inc 243,296 $11M +33,273 +15.8% 11Q SEC ↗
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 192,213 $9M -21,356 -10.0% 27Q SEC ↗
35 SCHRODER INVESTMENT MANAGEMENT GROUP 178,798 $8M -126,351 -41.4% 10Q SEC ↗
36 CVS HEALTH Corp 175,000 $8M +75,000 +75.0% 2Q SEC ↗
37 Hennion & Walsh Asset Management, Inc. 160,189 $7M +7,503 +4.9% 22Q SEC ↗
38 Thoma Capital Management LLC 158,874 $7M +44,506 +38.9% 7Q SEC ↗
39 CROBAN 147,796 $7M +3,561 +2.5% 6Q SEC ↗
40 KEYBANK NATIONAL ASSOCIATION/OH 139,646 $6M -4,215 -2.9% 63Q SEC ↗
41 CoreCap Advisors, LLC 131,988 $6M -40,489 -23.5% 8Q SEC ↗
42 Concurrent Investment Advisors, LLC 131,452 $6M +124,729 +1855.3% 3Q SEC ↗
43 Apollon Wealth Management, LLC 129,509 $6M +85,758 +196.0% 2Q SEC ↗
44 MCF Advisors LLC 126,882 $6M +14,961 +13.4% 15Q SEC ↗
45 TRUIST FINANCIAL CORP 121,639 $6M -175,957 -59.1% 17Q SEC ↗
46 REGIONS FINANCIAL CORP 119,129 $5M +59 +0.0% 8Q SEC ↗
47 NewEdge Advisors, LLC 113,491 $5M +11,415 +11.2% 15Q SEC ↗
48 MML INVESTORS SERVICES, LLC 112,867 $5M -13,925 -11.0% 13Q SEC ↗
49 Investors Research Corp 111,718 $5M +7,492 +7.2% 22Q SEC ↗
50 Janney Montgomery Scott LLC 105,322 $5M -13,745 -11.5% 24Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
ALLSTATE CORP +1,388,746 +1045.0% 1,521,639
BlackRock, Inc. +576,527 +12.9% 5,062,944
BANK OF AMERICA CORP /DE +347,885 +11.0% 3,504,869
MORGAN STANLEY +336,359 +50.8% 997,952
Kestra Advisory Services, LLC +242,817 +1030.5% 266,379
SUSQUEHANNA INTERNATIONAL GROUP, LL +217,405 +662.0% 250,248
Fund Evaluation Group, LLC +211,693 +71.2% 508,806
RAYMOND JAMES FINANCIAL INC +188,941 +26.6% 898,376
Concurrent Investment Advisors, LLC +124,729 +1855.3% 131,452
Apollon Wealth Management, LLC +85,758 +196.0% 129,509
OSAIC HOLDINGS, INC. +75,137 +24.0% 387,653
CVS HEALTH Corp +75,000 +75.0% 175,000
JPMORGAN CHASE & CO +61,955 +20.1% 369,482
UBS Group AG +61,686 +20.0% 369,379
RiverFront Investment Group, LLC +61,068 +7.1% 917,534
PRUDENTIAL PLC +54,399 +1.7% 3,243,485
Thoma Capital Management LLC +44,506 +38.9% 158,874
ASSETMARK, INC +39,430 +2.6% 1,554,643
CLIFTONLARSONALLEN WEALTH ADVISORS, +35,428 +3.8% 959,773
ROYAL BANK OF CANADA +34,156 +12.2% 314,515
Biggest Decreases (20)
HolderReducedChange %Total Shares
Gallagher Fiduciary Advisors, LLC -62,372,318 -98.7% 833,026
Legal & General Group Plc -981,585 -76.8% 297,075
Betterment LLC -281,878 -96.9% 8,952
LPL Financial LLC -238,346 -16.0% 1,252,523
JANE STREET GROUP, LLC -200,349 -74.9% 67,186
TRUIST FINANCIAL CORP -175,957 -59.1% 121,639
Mittelman Wealth Management -147,955 -81.8% 32,844
SCHRODER INVESTMENT MANAGEMENT GROU -126,351 -41.4% 178,798
AMERIPRISE FINANCIAL INC -112,549 -15.0% 636,993
Wealthcare Advisory Partners LLC -97,715 -85.7% 16,247
ENVESTNET ASSET MANAGEMENT INC -95,336 -4.1% 2,256,641
North Dakota State Investment Board -78,002 -70.3% 33,000
Cambridge Investment Research Advis -62,360 -83.1% 12,643
CoreCap Advisors, LLC -40,489 -23.5% 131,988
Private Advisor Group, LLC -36,843 -84.8% 6,592
TWO SIGMA SECURITIES, LLC -23,573 -64.3% 13,087
NORTHWESTERN MUTUAL WEALTH MANAGEME -21,356 -10.0% 192,213
Kestra Investment Management, LLC -15,027 -77.4% 4,376
MML INVESTORS SERVICES, LLC -13,925 -11.0% 112,867
Janney Montgomery Scott LLC -13,745 -11.5% 105,322

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