Vault-13

ISHARES TR IGIB

ISHS 5-10YR INVT · ETP · CUSIP 464288638

671 institutional holders +14 vs Q2 2025
238,930,441238.9m shares reported held*
$12.9bnreported value*
66 new 307 added 178 reduced 45 sold out net bought ≈ $370.2m (+6.9m 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 ($2.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.10. Options: 0 managers hold calls (— notional), 1 hold puts ($227.2k).

Trends to Q3 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: 657Q3 25: 671671Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025671

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 272 bought or addedQ4 23: 251 cut or sold outQ1 24: 274 bought or addedQ1 24: 233 cut or sold outQ1 24Q2 24: 302 bought or addedQ2 24: 209 cut or sold outQ3 24: 294 bought or addedQ3 24: 236 cut or sold outQ3 24Q4 24: 323 bought or addedQ4 24: 202 cut or sold outQ1 25: 297 bought or addedQ1 25: 262 cut or sold outQ1 25Q2 25: 309 bought or addedQ2 25: 257 cut or sold outQ3 25: 373 bought or addedQ3 25: 223 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023272251
Q1 2024274233
Q2 2024302209
Q3 2024294236
Q4 2024323202
Q1 2025297262
Q2 2025309257
Q3 2025373223

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ4 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 0.00Q3 25 calls: $0Q3 25 puts: $227.2kQ3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$1.2m$298.8k0.24
Q1 2025$1.2m$309.3k0.25
Q2 2025$3.7m$00.00
Q3 2025$0$227.2k—

Biggest buyers

Financial Engines Advisors L.L.C. Added +2,371,539+2.4m
NORTHERN TRUST CORP Added +1,144,380+1.1m
ALLSTATE CORP Added +1,112,701+1.1m
HighTower Advisors, LLC Added +1,020,994+1.0m
Legal & General Group Plc Added +862,818+862.8k
ENVESTNET ASSET MANAGEMENT INC Added +771,532+771.5k
Mutual Advisors, LLC Added +548,843+548.8k
BANK OF AMERICA CORP /DE/ Added +483,984+484.0k
One Capital Management, LLC Added +482,449+482.4k
MORGAN STANLEY Added +467,459+467.5k

Biggest sellers

Japan Science & Technology Agency Sold out -4,400,000-4.4m
ROYAL BANK OF CANADA Reduced -2,986,633-3.0m
US BANCORP \DE\ Reduced -1,402,038-1.4m
Bank of New York Mellon Corp Reduced -1,004,415-1.0m
American Family Investments, Inc. Sold out -425,000-425.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -356,519-356.5k
Capitolis Liquid Global Markets LLC Reduced -268,200-268.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -148,120-148.1k
LPL Financial LLC Reduced -115,038-115.0k
HSBC HOLDINGS PLC Reduced -91,827-91.8k

Biggest calls

None

Biggest puts

CITADEL ADVISORS LLC New $227.2k4.2k shares

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Engines Advisors L.L.C. 6.19% of their portfolio SANTA CLARA, CA 59,918,44659.9m $3.2bn $3.2bn 6.19% Added +2.4m +2,371,539
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.10% of their portfolio SAN FRANCISCO, CA 11,721,74411.7m $634.0m $634.0m 0.10% Added +422.7k +422,703
3 NORTHERN TRUST CORP 0.08% of their portfolio CHICAGO, IL 10,927,48010.9m $591.1m $591.1m 0.08% Added +1.1m +1,144,380
4 PRUDENTIAL PLC 3.67% of their portfolio LONDON, X0 9,245,4529.2m $500.1m $500.1m 3.67% Added +285.0k +285,049
5 ENVESTNET ASSET MANAGEMENT INC 0.12% of their portfolio Berwyn, PA 7,559,4627.6m $408.9m $408.9m 0.12% Added +771.5k +771,532
6 ASSETMARK, INC 0.81% of their portfolio CONCORD, CA 6,967,4957.0m $376.9m $376.9m 0.81% Added +458.2k +458,249
7 BlackRock, Inc. 0.01% of their portfolio New York, NY 5,949,8905.9m $321.8m $321.8m 0.01% Added +225.9k +225,948
8 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 5,604,9155.6m $303.2m $303.2m 0.02% Added +467.5k +467,459
9 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 5,585,7905.6m $302.1m $302.1m 0.02% Added +484.0k +483,984
10 One Capital Management, LLC 8.64% of their portfolio WESTLAKE VILLAGE, CA 5,008,2905.0m $270.9m $270.9m 8.64% Added +482.4k +482,449
11 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 4,428,2264.4m $239.5m $239.5m 0.05% Reduced -68.0k -68,037
12 UBS Group AG 0.04% of their portfolio ZURICH, V8 3,780,2683.8m $204.5m $204.5m 0.04% Reduced -63.6k -63,612
13 AMERIPRISE FINANCIAL INC 0.05% of their portfolio MINNEAPOLIS, MN 3,745,0253.7m $202.3m $202.3m 0.05% Reduced -86.2k -86,199
14 ALLSTATE CORP 4.48% of their portfolio NORTHBROOK, IL 3,632,5003.6m $196.5m $196.5m 4.48% Added +1.1m +1,112,701
15 FMR LLC 0.01% of their portfolio BOSTON, MA 3,596,8873.6m $194.6m $194.6m 0.01% Reduced -75.7k -75,717
16 Matson Money. Inc. 5.93% of their portfolio MASON, OH 3,327,6033.3m $180.0m $180.0m 5.93% Added +18.7k +18,699
17 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 3,148,5393.1m $170.3m $170.3m 0.03% Reduced -3.0m -2,986,633
18 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 2,900,9462.9m $156.9m $156.9m 0.05% Added +89.8k +89,782
19 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,320,4622.3m $125.5m $125.5m 0.04% Reduced -115.0k -115,038
20 Acropolis Investment Management, LLC 5.33% of their portfolio ST. LOUIS, MO 1,966,9252.0m $104.8m $104.8m 5.33% Added +85.9k +85,851
21 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,966,0742.0m $106.3m $106.3m 0.02% Reduced -303 -303
22 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.76% of their portfolio IRVING, TX 1,951,9562.0m $105.6m $105.6m 0.76% Reduced -16.7k -16,665
23 PNC Financial Services Group, Inc. 0.06% of their portfolio Pittsburgh, PA 1,886,2341.9m $102.0m $102.0m 0.06% Added +1.4k +1,422
24 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 1,803,7441.8m $97.6m $97.6m 0.02% Added +95.3k +95,315
25 TD PRIVATE CLIENT WEALTH LLC 2.16% of their portfolio NEW YORK, NY 1,776,4561.8m $96.1m $96.1m 2.16% Added +327.2k +327,246
26 Klaas Financial Asset Advisors, LLC 13.09% of their portfolio LOVES PARK, IL 1,612,2521.6m $87.2m $87.2m 13.09% Added +55.0k +55,046
27 STIFEL FINANCIAL CORP 0.08% of their portfolio ST. LOUIS, MO 1,524,6851.5m $82.5m $82.5m 0.08% Added +78.2k +78,199
28 GREENWOOD GEARHART LLC 4.62% of their portfolio FAYETTEVILLE, AR 1,481,3511.5m $80.1m $80.1m 4.62% Added +51.5k +51,479
29 Charter Oak Capital Management, LLC 6.06% of their portfolio PORTSMOUTH, NH 1,427,7421.4m $77.2m $77.2m 6.06% Added +143.0k +143,045
30 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio Toronto, A6 1,343,9721.3m $72.7m $72.7m 0.06% Reduced -10.9k -10,903
31 Haverford Trust Co 0.64% of their portfolio Radnor, PA 1,301,4991.3m $70.4m $70.4m 0.64% Added +60.7k +60,660
32 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,174,2771.2m $63.5m $63.5m 0.07% Added +1.0m +1,020,994
33 US BANCORP \DE\ 0.07% of their portfolio MINNEAPOLIS, MN 1,166,9491.2m $63.1m $63.1m 0.07% Reduced -1.4m -1,402,038
34 KEYBANK NATIONAL ASSOCIATION/OH 0.21% of their portfolio BROOKLYN, OH 1,102,3801.1m $59.6m $59.6m 0.21% Added +27.4k +27,359
35 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 1,066,3451.1m $57.7m $57.7m 0.08% Added +79.1k +79,119
36 Horizon Investments, LLC 0.75% of their portfolio Charlotte, NC 1,059,0711.1m $56.8m $56.8m 0.75% Added +19.4k +19,394
37 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,035,0161.0m $55.9m $55.9m 0.04% Added +252.6k +252,638
38 Ally Invest Advisors Inc. 3.90% of their portfolio CHARLOTTE, NC 1,004,9071.0m $54.4m $54.4m 3.90% Added +44.4k +44,358
39 Dakota Wealth Management 1.07% of their portfolio PALM BEACH GARDENS, FL 983,218983.2k $53.2m $53.2m 1.07% Added +165.7k +165,655
40 Legal & General Group Plc 0.01% of their portfolio London, X0 972,776972.8k $52.6m $52.6m 0.01% Added +862.8k +862,818
41 NorthCoast Asset Management LLC 0.20% of their portfolio STAMFORD, CT 940,501940.5k $50.9m $50.9m 0.20% Reduced -36.9k -36,912
42 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 919,195919.2k $49.7m $49.7m 0.01% Reduced -1.0m -1,004,415
43 MAI Capital Management 0.30% of their portfolio INDEPENDENCE, OH 885,174885.2k $47.9m $47.9m 0.30% Added +62.0k +62,016
44 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 858,787858.8k $46.5m $46.5m 0.05% Added +155.2k +155,173
45 Dodds Wealth, LLC 11.05% of their portfolio GREENWOOD VILLAGE, CO 824,827824.8k $44.6m $44.6m 11.05% Added +51.4k +51,377
46 Mitsubishi UFJ Trust & Banking Corp 0.10% of their portfolio TOKYO, M0 801,281801.3k $43.4m $43.4m 0.10% Added +464.0k +464,000
47 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 767,763767.8k $41.5m $41.5m 0.06% Added +73.7k +73,717
48 Flagstone Financial Management 10.57% of their portfolio LINCOLN, NE 740,520740.5k $40.1m $40.1m 10.57% Added +33.7k +33,684
49 MFA WEALTH ADVISORS, LLC 8.73% of their portfolio PITTSBURGH, PA 738,989739.0k $40.0m $40.0m 8.73% Added +50.9k +50,917
50 Mutual Advisors, LLC 0.87% of their portfolio OMAHA, NE 723,719723.7k $39.4m $39.4m 0.87% Added +548.8k +548,843
51 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 712,559712.6k $38.5m $38.5m 0.02% Added +57.1k +57,093
52 Wealthspire Retirement, LLC 2.43% of their portfolio ALISO VIEJO, CA 702,767702.8k $38.0m $38.0m 2.43% Added +94.7k +94,670
53 Gradient Investments LLC 0.63% of their portfolio ARDEN HILLS, MN 692,313692.3k $37.4m $37.4m 0.63% Added +285.5k +285,488
54 Thoma Capital Management LLC 21.16% of their portfolio TOWSON, MD 681,054681.1k $36.8m $36.8m 21.16% Added +66.4k +66,427
55 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.03% of their portfolio BLOOMINGTON, IL 680,000680.0k $36.8m $36.8m 0.03% Unchanged
56 Fiduciary Trust Co 0.40% of their portfolio Boston, MA 648,389648.4k $35.1m $35.1m 0.40% Added +91.9k +91,925
57 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 627,578627.6k $33.9m $33.9m 0.05% Added +113.5k +113,493
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 622,964623.0k $33.7m $33.7m 0.00% Added +314.6k +314,607
59 Janney Montgomery Scott LLC 0.08% of their portfolio PHILADELPHIA, PA 619,307619.3k $33.5m $33.5m 0.08% Added +26.1k +26,129
60 Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio CHIYODA-KU, TOKYO, M0 585,000585.0k $31.6m $31.6m 0.02% Added +262.0k +262,000
61 ProVise Management Group, LLC 2.32% of their portfolio CLEARWATER, FL 583,021583.0k $31.5m $31.5m 2.32% Added +17.4k +17,450
62 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 537,643537.6k $29.0m $29.0m 0.04% Added +118.5k +118,488
63 SCHMIDT P J INVESTMENT MANAGEMENT INC 4.62% of their portfolio CEDARBURG, WI 516,986517.0k $28.0m $28.0m 4.62% Reduced -7.7k -7,678
64 SYON CAPITAL LLC 1.49% of their portfolio SAN FRANCISCO, CA 512,640512.6k $27.7m $27.7m 1.49% Added +130.5k +130,500
65 Financial Partners Group, Inc 3.12% of their portfolio Overland Park, KS 462,699462.7k $25.0m $25.0m 3.12% Added +15.6k +15,561
66 GDS Wealth Management 1.58% of their portfolio FLOWER MOUND, TX 442,909442.9k $24.0m $24.0m 1.58% Added +18.0k +18,048
67 HANCOCK WHITNEY CORP 0.43% of their portfolio GULFPORT, MS 440,175440.2k $23.8m $23.8m 0.43% Reduced -12.7k -12,681
68 BIRCHBROOK, INC. 11.27% of their portfolio BANGOR, ME 403,027403.0k $21.8m $21.8m 11.27% Added +32.9k +32,876
69 Phoenix Financial Ltd. 0.13% of their portfolio Givatayim, L3 388,230388.2k $21.0m $21.0m 0.13% Added +199.0k +199,008
70 DT Investment Partners, LLC 1.77% of their portfolio CHADDS FORD, PA 386,443386.4k $20.9m $20.9m 1.77% Added +41.6k +41,566
71 Avidian Wealth Enterprises, LLC 0.77% of their portfolio Houston, TX 379,935379.9k $20.6m $20.6m 0.77% Added +8.7k +8,713
72 Black Diamond Financial, LLC 2.30% of their portfolio TOWSON, MD 378,902378.9k $20.5m $20.5m 2.30% Added +62.1k +62,117
73 BCK Partners, Inc. 10.93% of their portfolio Corning, NY 375,389375.4k $20.3m $20.3m 10.93% Added +12.4k +12,438
74 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 369,486369.5k $20.0m $20.0m 0.01% Added +52.4k +52,404
75 Lido Advisors, LLC 0.08% of their portfolio Los Angeles, CA 352,801352.8k $19.1m $19.1m 0.08% Added +142.7k +142,671
76 Legacy Financial Group LLC 2.48% of their portfolio DES MOINES, IA 350,342350.3k $19.0m $19.0m 2.48% Added +7.6k +7,639
77 Summit Wealth Group, LLC 4.57% of their portfolio WHITE RIVER JUNCTION, VT 349,198349.2k $18.9m $18.9m 4.57% Added +9.7k +9,749
78 PROFFITT & GOODSON INC 2.71% of their portfolio KNOXVILLE, TN 348,711348.7k $18.9m $18.9m 2.71% Added +8.7k +8,742
79 Cyndeo Wealth Partners, LLC 1.04% of their portfolio ST. PETERSBURG, FL 346,930346.9k $18.8m $18.8m 1.04% Reduced -1.1k -1,102
80 Ameliora Wealth Management Ltd. 6.08% of their portfolio ZURICH, V8 337,765337.8k $18.3m $18.3m 6.08% Reduced -11.5k -11,460
81 ARKANSAS FINANCIAL GROUP, INC. 2.57% of their portfolio LITTLE ROCK, AR 323,056323.1k $17.5m $17.5m 2.57% Added +11.6k +11,603
82 Advisors Capital Management, LLC 0.21% of their portfolio RIDGEWOOD, NJ 318,392318.4k $17.2m $17.2m 0.21% Added +28.6k +28,609
83 Sigma Planning Corp 0.49% of their portfolio ANN ARBOR, MI 317,909317.9k $17.2m $17.2m 0.49% Added +20.3k +20,315
84 CWM, LLC 0.05% of their portfolio OMAHA, NE 312,566312.6k $16.9m $16.9m 0.05% Added +61.2k +61,154
85 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 310,445310.4k $16.8m $16.8m 0.01% Unchanged
86 Madison Asset Management, LLC 0.18% of their portfolio MADISON, WI 309,483309.5k $16.7m $16.7m 0.18% Added +15.4k +15,441
87 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 309,221309.2k $16.7m $16.7m 0.02% Reduced -356.5k -356,519
88 Prosperity Consulting Group, LLC 0.82% of their portfolio OWINGS MILLS, MD 306,787306.8k $16.6m $16.6m 0.82% Added +10.2k +10,248
89 Gunma Bank,Ltd. 5.07% of their portfolio GUNMA, M0 299,554299.6k $16.2m $16.2m 5.07% Added +59.6k +59,554
90 NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio MONTREAL, A8 298,240298.2k $16.1m $16.1m 0.02% Added +118.1k +118,137
91 Mariner, LLC 0.02% of their portfolio Overland Park, KS 294,816294.8k $15.9m $15.9m 0.02% Added +3.2k +3,240
92 Roundview Capital LLC 0.99% of their portfolio PRINCETON, NJ 290,354290.4k $15.7m $15.7m 0.99% Reduced -10.8k -10,797
93 Envestnet Portfolio Solutions, Inc. 0.06% of their portfolio BERWYN, PA 279,983280.0k $15.1m $15.1m 0.06% Added +15.3k +15,257
94 CAPSTONE INVESTMENT ADVISORS, LLC 0.13% of their portfolio NEW YORK, NY 273,601273.6k $14.8m $14.8m 0.13% Reduced -61.2k -61,200
95 BAILARD, INC. 0.32% of their portfolio Foster City, CA 272,834272.8k $14.8m $14.8m 0.32% Added +68.6k +68,649
96 Galvin, Gaustad & Stein, LLC 1.19% of their portfolio Scottsdale, AZ 271,645271.6k $14.7m $14.7m 1.19% Added +4.3k +4,329
97 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 270,402270.4k $14.6m $14.6m 0.04% Reduced -3.3k -3,274
98 ADAPT WEALTH ADVISORS, LLC 5.39% of their portfolio ATLANTA, GA 269,468269.5k $14.6m $14.6m 5.39% Added +79.7k +79,672
99 BAR HARBOR WEALTH MANAGEMENT 0.87% of their portfolio CONCORD, NH 267,860267.9k $14.5m $14.5m 0.87% Reduced -1.5k -1,452
100 Summit Wealth Partners, LLC 2.59% of their portfolio Orlando, FL 264,979265.0k $14.3m $14.3m 2.59% Added +10.1k +10,083