Vault-13

ISHARES TR IGIB

ISHS 5-10YR INVT · ETP · CUSIP 464288638

657 institutional holders +23 vs Q1 2025
232,874,760232.9m shares reported held*
$12.4bnreported value*
66 new 243 added 213 reduced 44 sold out net bought ≈ $74.4m (+1.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.31. Options: 3 managers hold calls ($3.7m notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 493Q4 22: 510Q1 23: 507Q2 23: 530Q3 23: 523Q4 23: 558Q1 24: 540Q2 24: 569Q3 24: 591Q4 24: 636Q1 25: 634Q2 25: 657657Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022493
Q4 2022510
Q1 2023507
Q2 2023530
Q3 2023523
Q4 2023558
Q1 2024540
Q2 2024569
Q3 2024591
Q4 2024636
Q1 2025634
Q2 2025657

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 246 bought or addedQ3 23: 234 cut or sold outQ4 23: 272 bought or addedQ4 23: 251 cut or sold outQ4 23Q1 24: 274 bought or addedQ1 24: 233 cut or sold outQ2 24: 302 bought or addedQ2 24: 209 cut or sold outQ2 24Q3 24: 294 bought or addedQ3 24: 236 cut or sold outQ4 24: 323 bought or addedQ4 24: 202 cut or sold outQ4 24Q1 25: 297 bought or addedQ1 25: 262 cut or sold outQ2 25: 309 bought or addedQ2 25: 257 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023246234
Q4 2023272251
Q1 2024274233
Q2 2024302209
Q3 2024294236
Q4 2024323202
Q1 2025297262
Q2 2025309257

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 24 calls: $2.0mQ3 24 puts: $21.5kQ3 24P/C 0.01Q4 24 calls: $1.2mQ4 24 puts: $298.8kQ4 24P/C 0.24Q1 25 calls: $1.2mQ1 25 puts: $309.3kQ1 25P/C 0.25Q2 25 calls: $3.7mQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$2.0m$21.5k0.01
Q4 2024$1.2m$298.8k0.24
Q1 2025$1.2m$309.3k0.25
Q2 2025$3.7m$00.00

Biggest buyers

ROYAL BANK OF CANADA Added +3,080,381+3.1m
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +1,042,723+1.0m
Horizon Investments, LLC Added +1,039,652+1.0m
Bank of New York Mellon Corp Added +853,759+853.8k
ENVESTNET ASSET MANAGEMENT INC Added +814,717+814.7k
ASSETMARK, INC Added +788,521+788.5k
Wealthspire Retirement, LLC New +608,097+608.1k
LPL Financial LLC Added +527,683+527.7k
OSAIC HOLDINGS, INC. Added +357,593+357.6k
Madison Asset Management, LLC New +294,042+294.0k

Biggest sellers

US BANCORP \DE\ Reduced -4,911,546-4.9m
PRUDENTIAL PLC Reduced -1,606,347-1.6m
JANE STREET GROUP, LLC Sold out -731,730-731.7k
JPMORGAN CHASE & CO Reduced -708,400-708.4k
Scarborough Advisors, LLC Sold out -652,135-652.1k
Japan Science & Technology Agency Reduced -556,000-556.0k
ALLSTATE CORP Reduced -502,288-502.3k
Prime Capital Investment Advisors, LLC Reduced -437,588-437.6k
Thrivent Financial for Lutherans Reduced -362,331-362.3k
Envestnet Portfolio Solutions, Inc. Reduced -343,810-343.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.4m27.0k shares
CITADEL ADVISORS LLC Added $1.1m21.3k shares
WOLVERINE TRADING, LLC New $1.1m21.1k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Engines Advisors L.L.C. 6.12% of their portfolio SANTA CLARA, CA 57,546,90757.5m $3.1bn $3.1bn 6.12% Reduced -17.5k -17,492
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.10% of their portfolio SAN FRANCISCO, CA 11,299,04111.3m $602.1m $602.1m 0.10% Added +1.0m +1,042,723
3 NORTHERN TRUST CORP 0.07% of their portfolio CHICAGO, IL 9,783,1009.8m $521.3m $521.3m 0.07% Added +242.5k +242,545
4 PRUDENTIAL PLC 2.92% of their portfolio LONDON, X0 8,960,4039.0m $477.5m $477.5m 2.92% Reduced -1.6m -1,606,347
5 ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio Berwyn, PA 6,787,9306.8m $361.7m $361.7m 0.11% Added +814.7k +814,717
6 ASSETMARK, INC 0.82% of their portfolio CONCORD, CA 6,509,2466.5m $346.9m $346.9m 0.82% Added +788.5k +788,521
7 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 6,135,1726.1m $326.9m $326.9m 0.03% Added +3.1m +3,080,381
8 BlackRock, Inc. 0.01% of their portfolio New York, NY 5,723,9425.7m $305.0m $305.0m 0.01% Reduced -15.5k -15,483
9 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 5,137,4565.1m $273.8m $273.8m 0.02% Added +193.6k +193,608
10 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 5,101,8065.1m $271.9m $271.9m 0.02% Reduced -174.3k -174,266
11 One Capital Management, LLC 8.35% of their portfolio WESTLAKE VILLAGE, CA 4,525,8414.5m $241.2m $241.2m 8.35% Reduced -36.1k -36,096
12 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 4,496,2634.5m $239.6m $239.6m 0.05% Added +73.6k +73,572
13 Japan Science & Technology Agency 3.72% of their portfolio TOKYO, M0 4,400,0004.4m $234.5m $234.5m 3.72% Reduced -556.0k -556,000
14 UBS Group AG 0.04% of their portfolio ZURICH, V8 3,843,8803.8m $204.8m $204.8m 0.04% Added +89.7k +89,691
15 AMERIPRISE FINANCIAL INC 0.05% of their portfolio MINNEAPOLIS, MN 3,831,2243.8m $204.0m $204.0m 0.05% Reduced -35.6k -35,649
16 FMR LLC 0.01% of their portfolio BOSTON, MA 3,672,6043.7m $195.7m $195.7m 0.01% Reduced -80.2k -80,232
17 Matson Money. Inc. 6.11% of their portfolio MASON, OH 3,308,9043.3m $176.3m $176.3m 6.11% Reduced -15.8k -15,813
18 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 2,811,1642.8m $149.8m $149.8m 0.05% Added +8.5k +8,503
19 US BANCORP \DE\ 0.17% of their portfolio MINNEAPOLIS, MN 2,568,9872.6m $136.9m $136.9m 0.17% Reduced -4.9m -4,911,546
20 ALLSTATE CORP 9.67% of their portfolio NORTHBROOK, IL 2,519,7992.5m $134.3m $134.3m 9.67% Reduced -502.3k -502,288
21 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,435,5002.4m $129.8m $129.8m 0.04% Added +527.7k +527,683
22 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.85% of their portfolio IRVING, TX 1,968,6212.0m $104.9m $104.9m 0.85% Reduced -85.4k -85,447
23 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,966,3772.0m $104.8m $104.8m 0.02% Reduced -199.5k -199,466
24 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,923,6101.9m $102.5m $102.5m 0.02% Added +853.8k +853,759
25 PNC Financial Services Group, Inc. 0.06% of their portfolio Pittsburgh, PA 1,884,8121.9m $100.4m $100.4m 0.06% Reduced -113.8k -113,825
26 Acropolis Investment Management, LLC 5.51% of their portfolio ST. LOUIS, MO 1,881,0741.9m $100.2m $100.2m 5.51% Added +70.3k +70,294
27 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 1,708,4291.7m $91.0m $91.0m 0.02% Added +7.8k +7,759
28 Klaas Financial Asset Advisors, LLC 13.13% of their portfolio LOVES PARK, IL 1,557,2061.6m $83.0m $83.0m 13.13% Added +22.7k +22,710
29 TD PRIVATE CLIENT WEALTH LLC 1.90% of their portfolio NEW YORK, NY 1,449,2101.4m $77.2m $77.2m 1.90% Added +158.8k +158,812
30 STIFEL FINANCIAL CORP 0.07% of their portfolio ST. LOUIS, MO 1,446,4861.4m $77.1m $77.1m 0.07% Reduced -2.1k -2,052
31 GREENWOOD GEARHART LLC 4.76% of their portfolio FAYETTEVILLE, AR 1,429,8721.4m $76.2m $76.2m 4.76% Reduced -136.7k -136,731
32 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio Toronto, A6 1,354,8751.4m $72.2m $72.2m 0.06% Added +31.7k +31,681
33 Charter Oak Capital Management, LLC 5.78% of their portfolio PORTSMOUTH, NH 1,284,6971.3m $68.5m $68.5m 5.78% Added +103.7k +103,737
34 Haverford Trust Co 0.63% of their portfolio Radnor, PA 1,240,8391.2m $66.1m $66.1m 0.63% Added +15.2k +15,231
35 KEYBANK NATIONAL ASSOCIATION/OH 0.21% of their portfolio BROOKLYN, OH 1,075,0211.1m $57.3m $57.3m 0.21% Reduced -13.5k -13,462
36 Horizon Investments, LLC 0.87% of their portfolio Charlotte, NC 1,039,6771.0m $55.0m $55.0m 0.87% Added +1.0m +1,039,652
37 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 987,226987.2k $52.6m $52.6m 0.08% Reduced -35.2k -35,208
38 NorthCoast Asset Management LLC 0.22% of their portfolio STAMFORD, CT 977,413977.4k $52.1m $52.1m 0.22% Added +106.4k +106,418
39 Ally Invest Advisors Inc. 3.99% of their portfolio CHARLOTTE, NC 960,549960.5k $51.2m $51.2m 3.99% Added +14.3k +14,341
40 MAI Capital Management 0.30% of their portfolio INDEPENDENCE, OH 823,158823.2k $43.9m $43.9m 0.30% Added +70.3k +70,275
41 Dakota Wealth Management 0.92% of their portfolio PALM BEACH GARDENS, FL 817,563817.6k $43.6m $43.6m 0.92% Added +202.3k +202,309
42 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 782,378782.4k $41.5m $41.5m 0.03% Added +144.1k +144,140
43 Dodds Wealth, LLC 11.05% of their portfolio GREENWOOD VILLAGE, CO 773,450773.5k $41.2m $41.2m 11.05% Added +17.2k +17,225
44 Flagstone Financial Management 10.80% of their portfolio LINCOLN, NE 706,836706.8k $37.7m $37.7m 10.80% Added +46.2k +46,186
45 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 703,614703.6k $37.5m $37.5m 0.06% Added +235.0k +235,048
46 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 694,046694.0k $36.8m $36.8m 0.07% Added +357.6k +357,593
47 MFA WEALTH ADVISORS, LLC 8.60% of their portfolio PITTSBURGH, PA 688,072688.1k $36.7m $36.7m 8.60% Added +95.8k +95,762
48 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.03% of their portfolio BLOOMINGTON, IL 680,000680.0k $36.2m $36.2m 0.03% Unchanged
49 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 665,740665.7k $35.5m $35.5m 0.05% Added +111.3k +111,306
50 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 655,466655.5k $34.9m $34.9m 0.02% Added +149.3k +149,348
51 Thoma Capital Management LLC 20.85% of their portfolio TOWSON, MD 614,627614.6k $32.8m $32.8m 20.85% Added +45.8k +45,789
52 Wealthspire Retirement, LLC 2.14% of their portfolio ALISO VIEJO, CA 608,097608.1k $32.4m $32.4m 2.14% New
53 Janney Montgomery Scott LLC 0.08% of their portfolio PHILADELPHIA, PA 593,178593.2k $31.6m $31.6m 0.08% Reduced -100.6k -100,552
54 ProVise Management Group, LLC 2.38% of their portfolio CLEARWATER, FL 565,571565.6k $30.1m $30.1m 2.38% Reduced -6.7k -6,680
55 Fiduciary Trust Co 0.36% of their portfolio Boston, MA 556,464556.5k $29.7m $29.7m 0.36% Added +22.8k +22,805
56 SCHMIDT P J INVESTMENT MANAGEMENT INC 4.83% of their portfolio CEDARBURG, WI 524,664524.7k $28.0m $28.0m 4.83% Added +30.9k +30,922
57 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 514,085514.1k $27.4m $27.4m 0.05% Added +11.9k +11,896
58 Graypoint LLC 1.44% of their portfolio Albany, NY 479,821479.8k $25.6m $25.6m 1.44% Added +215 +215
59 HANCOCK WHITNEY CORP 0.46% of their portfolio GULFPORT, MS 452,856452.9k $24.1m $24.1m 0.46% Added +207.6k +207,556
60 Financial Partners Group, Inc 3.30% of their portfolio Overland Park, KS 447,138447.1k $23.8m $23.8m 3.30% Added +7.3k +7,292
61 American Family Investments, Inc. 1.24% of their portfolio MADISON, WI 425,000425.0k $22.6m $22.6m 1.24% Unchanged
62 GDS Wealth Management 1.65% of their portfolio FLOWER MOUND, TX 424,861424.9k $22.6m $22.6m 1.65% Added +18.5k +18,464
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 419,155419.2k $22.2m $22.2m 0.04% Added +22.5k +22,492
64 Gradient Investments LLC 0.40% of their portfolio ARDEN HILLS, MN 406,825406.8k $21.7m $21.7m 0.40% Reduced -6.7k -6,662
65 SYON CAPITAL LLC 1.35% of their portfolio SAN FRANCISCO, CA 382,140382.1k $20.4m $20.4m 1.35% Reduced -11.3k -11,286
66 Avidian Wealth Enterprises, LLC 0.80% of their portfolio Houston, TX 371,222371.2k $19.8m $19.8m 0.80% Added +18.6k +18,573
67 BIRCHBROOK, INC. 10.57% of their portfolio BANGOR, ME 370,151370.2k $19.7m $19.7m 10.57% Added +15.2k +15,238
68 BCK Partners, Inc. 11.35% of their portfolio Corning, NY 362,951363.0k $19.3m $19.3m 11.35% Added +3.4k +3,415
69 Ameliora Wealth Management Ltd. 6.66% of their portfolio ZURICH, V8 349,225349.2k $18.6m $18.6m 6.66% Added +5.0k +5,046
70 Cyndeo Wealth Partners, LLC 1.10% of their portfolio ST. PETERSBURG, FL 348,032348.0k $18.5m $18.5m 1.10% Added +3.3k +3,349
71 DT Investment Partners, LLC 1.65% of their portfolio CHADDS FORD, PA 344,877344.9k $18.4m $18.4m 1.65% Reduced -272 -272
72 Legacy Financial Group LLC 2.55% of their portfolio DES MOINES, IA 342,703342.7k $18.3m $18.3m 2.55% Added +2.3k +2,337
73 PROFFITT & GOODSON INC 2.76% of their portfolio KNOXVILLE, TN 339,969340.0k $18.1m $18.1m 2.76% Reduced -14.0k -13,973
74 Summit Wealth Group, LLC 4.65% of their portfolio WHITE RIVER JUNCTION, VT 339,449339.4k $18.1m $18.1m 4.65% Added +240.0k +239,992
75 Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio TOKYO, M0 337,281337.3k $18.0m $18.0m 0.04% Unchanged
76 CAPSTONE INVESTMENT ADVISORS, LLC 0.15% of their portfolio NEW YORK, NY 334,801334.8k $17.8m $17.8m 0.15% Added +259.2k +259,200
77 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 323,000323.0k $17.2m $17.2m 0.01% Reduced -112.6k -112,600
78 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 317,082317.1k $16.9m $16.9m 0.01% Added +57.6k +57,574
79 Black Diamond Financial, LLC 2.62% of their portfolio TOWSON, MD 316,785316.8k $16.9m $16.9m 2.62% Reduced -27.9k -27,903
80 ARKANSAS FINANCIAL GROUP, INC. 2.58% of their portfolio LITTLE ROCK, AR 311,453311.5k $16.6m $16.6m 2.58% Reduced -7.1k -7,074
81 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 310,445310.4k $16.5m $16.5m 0.01% Unchanged
82 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 308,357308.4k $16.4m $16.4m 0.00% Reduced -708.4k -708,400
83 Roundview Capital LLC 1.07% of their portfolio PRINCETON, NJ 301,151301.2k $16.0m $16.0m 1.07% Reduced -8.3k -8,323
84 Sigma Planning Corp 0.48% of their portfolio ANN ARBOR, MI 297,594297.6k $15.9m $15.9m 0.48% Reduced -3.9k -3,852
85 Prosperity Consulting Group, LLC 1.15% of their portfolio OWINGS MILLS, MD 296,539296.5k $15.8m $15.8m 1.15% Added +16.6k +16,636
86 Madison Asset Management, LLC 0.17% of their portfolio MADISON, WI 294,042294.0k $15.7m $15.7m 0.17% New
87 Mariner, LLC 0.02% of their portfolio Overland Park, KS 291,576291.6k $15.5m $15.5m 0.02% Added +9.8k +9,813
88 Advisors Capital Management, LLC 0.21% of their portfolio RIDGEWOOD, NJ 289,783289.8k $15.4m $15.4m 0.21% Added +40.3k +40,321
89 Capitolis Liquid Global Markets LLC 0.11% of their portfolio NEW YORK, NY 289,300289.3k $15.4m $15.4m 0.11% New
90 AVANTAX ADVISORY SERVICES, INC. 0.08% of their portfolio DALLAS, TX 274,755274.8k $14.6m $14.6m 0.08% Added +12.7k +12,685
91 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 273,676273.7k $14.6m $14.6m 0.04% Reduced -17.6k -17,585
92 BAR HARBOR WEALTH MANAGEMENT 0.92% of their portfolio CONCORD, NH 269,312269.3k $14.4m $14.4m 0.92% Reduced -6.3k -6,266
93 Galvin, Gaustad & Stein, LLC 1.23% of their portfolio Scottsdale, AZ 267,316267.3k $14.2m $14.2m 1.23% Added +13.8k +13,810
94 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 264,726264.7k $14.1m $14.1m 0.05% Reduced -343.8k -343,810
95 CASTLEARK MANAGEMENT LLC 0.42% of their portfolio CHICAGO, IL 259,994260.0k $13.9m $13.9m 0.42% Added +225.0k +225,030
96 Summit Wealth Partners, LLC 2.59% of their portfolio Orlando, FL 254,896254.9k $13.6m $13.6m 2.59% Reduced -2.2k -2,162
97 CWM, LLC 0.05% of their portfolio OMAHA, NE 251,412251.4k $13.4m $13.4m 0.05% Added +54.6k +54,602
98 Gunma Bank,Ltd. 4.18% of their portfolio GUNMA, M0 240,000240.0k $12.8m $12.8m 4.18% Unchanged
99 COMERICA BANK 0.05% of their portfolio DALLAS, TX 236,567236.6k $12.6m $12.6m 0.05% Reduced -7.1k -7,113
100 ANCHOR CAPITAL ADVISORS LLC 0.36% of their portfolio Boston, MA 229,019229.0k $12.2m $12.2m 0.36% Reduced -6.1k -6,147