ISHARES 5-10Y INV GRADE CORP (IGIB) Institutional Ownership Changes & 13F Activity
ISHARES 5-10Y INV GRADE CORP (IGIB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Financial Engines Advisors L.L.C., Ameriprise Financial Inc, Mercer Global Advisors Inc, Legal & General Group Plc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +509,916 | +6.1% | 8,875,957 | $471.93M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +172 | +0.3% | 58,397 | $3.10M | Q2 2026 | Sep 23, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +5,299 | — | 5,299 | $281.75K | Q2 2026 | Sep 18, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +160,407 | +68.1% | 395,799 | $51.65M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,976 | +16.4% | 13,990 | $743.87K | Q2 2026 | Sep 09, 2026 |
| M&T Bank Corp | Sell | -3,915 | -100.0% | 0 | $0.00 | Q2 2026 | Sep 04, 2026 |
| Parkside Financial Bank & Trust | Buy | +374 | +9.9% | 4,147 | $220.50K | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -621 | -0.3% | 220,463 | $11.72M | Q2 2026 | Sep 03, 2026 |
| Corient Private Wealth Llc | Sell | -14,554 | -63.9% | 8,206 | $436.31K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +1,765,999 | +4800.3% | 1,802,788 | $95.85M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +5,454 | +6.2% | 93,852 | $4.99M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -445 | -89.5% | 52 | $2.76K | Q2 2026 | Aug 19, 2026 |
| 49 Wealth Management, Llc | Buy | +232,254 | — | 232,254 | $12.35M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -42,104 | -81.8% | 9,394 | $499.45K | Q2 2026 | Aug 18, 2026 |
| Tilia Fiduciary Partners, Inc. | Sell | -527 | -2.7% | 19,274 | $1.02M | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Buy | +37,245 | +22.3% | 203,993 | $10.80M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +14,057 | +0.8% | 1,879,524 | $99.89M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +8,529 | +70.9% | 20,557 | $1.09M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +4,209 | +22.4% | 23,023 | $1.22M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +800 | — | 800 | $42.54K | Q2 2026 | Aug 17, 2026 |
| Financial Engines Advisors L.L.C. | Buy | +5,634,323 | +8.8% | 69,309,525 | $3.69B | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +3,520,343 | — | 3,520,343 | $186.87M | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | Sell | -1,598,313 | -71.5% | 635,860 | $33.92M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +1,205,699 | +74.8% | 2,817,095 | $149.78M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +1,126,874 | +8.1% | 15,069,486 | $801.24M | Q2 2026 | Aug 14, 2026 |
| Roehl & Yi Investment Advisors, Llc | Buy | +945,471 | — | 945,471 | $945.47K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -726,620 | -81.8% | 162,056 | $8.62M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +392,383 | +521.0% | 467,698 | $24.87M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +253,101 | +14.6% | 1,989,134 | $106.04M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +201,903 | +7.0% | 3,090,560 | $164.32M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about IGIB activity
Which institutional owners are buying IGIB?
Institutional owners buying IGIB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IGIB activity?
"Buy" means an investor increased their reported position in IGIB compared to the prior reporting period. This reflects growing exposure to ISHARES 5-10Y INV GRADE CORP (IGIB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IGIB increasing?
Institutional interest in IGIB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.