iShares 5-10 Year Investment Grade Corporate Bond ETF

IGIB • NASDAQ

iShares 5-10 Year Investment Grade Corporate Bond ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 650 institutional investors hold shares in this ETF, with total holdings valued at $12.8B. Financial Engines Advisors L.L.C. is the largest holder with a position valued at $3.2B.

Overview

Overview of institutional ownership in IGIB as of Q3 2025

All Institutions

Institutions: 650
Value Held: $12.8B
Shares Held: 237.3M
Avg Position: $19.7M
Median Position: $950.8K

Hedge Funds

Hedge Funds: 10
Value Held: $40.7M
Shares Held: 752.4K
Avg Position: $4.1M
Median Position: $1.4M

Biggest Investors

Institutions with the largest positions in IGIB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
F Financial Engines Advisors L.L.C. Institution	-	$3.2B 6.19% of portfolio	59.9M shares	Q3 2019 Held for 6y 2m	$52.4B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$634.0M 0.10% of portfolio	11.7M shares	Q1 2020 Held for 5y 8m	$620.51B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$591.1M 0.08% of portfolio	10.9M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
P PRUDENTIAL PLC Institution	-	$500.1M 3.67% of portfolio	9.2M shares	Q4 2022 Held for 2y 11m	$13.6B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$408.9M 0.12% of portfolio	7.6M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$376.9M 0.81% of portfolio	7.0M shares	Q1 2014 Held for 11y 8m	$46.5B
B BlackRock, Inc. Institution	-	$321.8M 0.01% of portfolio	5.9M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$303.2M 0.02% of portfolio	5.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$302.1M 0.02% of portfolio	5.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
O One Capital Management, LLC RIA/Wealth	Patrick Joseph Bowen President	$270.9M 9.06% of portfolio	5.0M shares	Q3 2017 Held for 8y 2m	$3.0B

Net Capital Flow

Institutional buying and selling activity for IGIB in Q3 2025

Net Flow: +$428.7M
Buyers: 305
Sellers: 219
Total Bought: +$939.7M
Total Sold: −$511.0M
Avg Position: $20.4M

Biggest Buyers

Institution	Net Bought	Current Position
F Financial Engines Advisors L.L.C. Institution	+$128.3M +2.4M shares	$3.2B 59.9M shares
NORTHERN TRUST CORP Institution	+$61.9M +1.1M shares	$591.1M 10.9M shares
ALLSTATE CORP Institution	+$60.2M +1.1M shares	$196.5M 3.6M shares
HighTower Advisors, LLC RIA/Wealth	+$55.2M +1.0M shares	$63.5M 1.2M shares
L LEGAL & GENERAL GROUP PLC Institution	+$46.7M +862.8K shares	$52.6M 972.8K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$41.7M +771.5K shares	$408.9M 7.6M shares
Mutual Advisors, LLC RIA/Wealth	+$29.9M +548.8K shares	$39.4M 723.7K shares
BANK OF AMERICA CORP /DE/ Institution	+$26.2M +484.0K shares	$302.1M 5.6M shares
O One Capital Management, LLC RIA/Wealth	+$26.1M +482.4K shares	$270.9M 5.0M shares
MORGAN STANLEY RIA/Wealth	+$25.3M +467.5K shares	$303.2M 5.6M shares

Biggest Sellers

Institution	Net Sold	Current Position
J Japan Science & Technology Agency Institution	−$234.5M −4.4M shares	Sold Off 0 shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$75.8M −1.4M shares	$63.1M 1.2M shares
Bank of New York Mellon Corp Institution	−$54.3M −1.0M shares	$49.7M 919.2K shares
A American Family Investments, Inc. Institution	−$22.6M −425.0K shares	Sold Off 0 shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$19.3M −356.5K shares	$16.7M 309.2K shares
C Capitolis Liquid Global Markets LLC Private Equity	−$14.5M −268.2K shares	$1.1M 21.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$7.9M −148.1K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$6.2M −115.0K shares	$125.5M 2.3M shares
H HSBC HOLDINGS PLC Institution	−$5.0M −91.8K shares	$531.9K 9.8K shares
AMERIPRISE FINANCIAL INC Institution	−$4.7M −86.2K shares	$202.3M 3.7M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IGIB in Q3 2025

New Positions: 35
New Value: $51.3M
Exited Positions: 44
Exited Value: $277.0M

New Positions

Institution	Position Value
Balance Wealth, LLC RIA/Wealth	$11.3M 208.3K shares
F FIRST AMERICAN TRUST CO Institution	$8.5M 157.1K shares
INTEGRITY ALLIANCE, LLC. RIA/Wealth	$6.4M 118.4K shares
New Millennium Group LLC RIA/Wealth	$6.4M 117.8K shares
Illumine Investment Management, LLC RIA/Wealth	$3.8M 70.4K shares
Procyon Private Wealth Partners, LLC RIA/Wealth	$3.8M 69.6K shares
K Kensington Asset Management, LLC Institution	$2.3M 42.3K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$1.5M 27.0K shares
GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth	$1.4M 26.0K shares
VISTA INVESTMENT PARTNERS II, LLC RIA/Wealth	$910.6K 16.8K shares

Exited Positions

Institution	Previous Position
J Japan Science & Technology Agency Institution	$234.5M 4.4M shares
A American Family Investments, Inc. Institution	$22.6M 425.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$7.9M 148.1K shares
Adviser Investments LLC Family Office	$4.2M 79.2K shares
Northwest Capital Management Inc RIA/Wealth	$931.4K 17.5K shares
Golden State Equity Partners RIA/Wealth	$781.8K 14.7K shares
G GTS SECURITIES LLC Institution	$714.1K 13.4K shares
APCM Wealth Management for Individuals RIA/Wealth	$532.0K 10.0K shares
C Centennial Bank/AR/ RIA/Wealth	$476.0K 8.9K shares
E EXCHANGE TRADED CONCEPTS, LLC Institution	$469.9K 8.8K shares

Options Activity

Institutions with the largest Call and Put options positions in IGIB as of Q3 2025

Call Positions: 3
Call Value: -
Put Positions: 1
Put Value: $227.2K

Call Positions

Institution	Position Value
W WOLVERINE TRADING, LLC Institution	- - contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$227.2K 42.0 contracts

Most Committed Institutions

Institutions with IGIB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
T Thoma Capital Management LLC Institution	-	21.16% $36.8M	681.1K shares	Q3 2025 Held for 2 months	$174.1M
Klaas Financial Asset Advisors, LLC RIA/Wealth	Craig Jared Klaas CEO	13.09% $87.2M	1.6M shares	Q4 2020 Held for 4y 11m	$666.5M
B BIRCHBROOK, INC. RIA/Wealth	Lucie Elizabeth Estabrook CEO	11.27% $21.8M	403.0K shares	Q4 2023 Held for 1y 11m	$193.3M
D Dodds Wealth, LLC RIA/Wealth	John Michael Dodds CCO	11.05% $44.6M	824.8K shares	Q4 2023 Held for 1y 11m	$403.8M
BCK Partners, Inc. RIA/Wealth	Sarah Jean Creath Owner	10.93% $20.3M	375.4K shares	Q4 2020 Held for 4y 11m	$185.7M
Flagstone Financial Management RIA/Wealth	Michael Tate Johnson Managing Partner	10.57% $40.1M	740.5K shares	Q1 2024 Held for 1y 8m	$379.0M
O One Capital Management, LLC RIA/Wealth	Patrick Joseph Bowen President	9.06% $270.9M	5.0M shares	Q3 2017 Held for 8y 2m	$3.0B
M McMahon Financial Advisors, LLC RIA/Wealth	Christopher Sean Mcmahon CEO	8.73% $40.0M	739.0K shares	Q4 2024 Held for 11 months	$457.9M
F Freestate Advisors LLC Institution	-	7.97% $9.5M	175.7K shares	Q3 2024 Held for 1y 2m	$119.2M
Mendota Financial Group, LLC RIA/Wealth	Kurt Mathias Ahrens CCO	7.96% $10.7M	197.2K shares	Q3 2023 Held for 2y 2m	$133.9M

Hedge Fund Spotlight

Discover hedge funds investing in IGIB

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares 5-10 Year Investment Grade Corporate Bond ETF

Market Value: $4.9M
Shares Held: 90.8K
Portfolio Weight: 0.00%
Owned Since: 2021-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%