Vault-13

ISHARES TR IGLB

10+ YR INVST GRD · ETP · CUSIP 464289511

136 institutional holders -6 vs Q4 2022
21,831,95821.8m shares reported held*
$1.1bnreported value*
21 new 37 added 41 reduced 22 sold out net sold ≈ $23.9m (-455.7k 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. Holder counts are more reliable. Implied quarter-end price ≈ $52.16. Options: 2 managers hold calls ($2.0m notional), 2 hold puts ($4.3m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 129Q4 22: 142Q1 23: 136136Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022129
Q4 2022142
Q1 2023136

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 71 bought or addedQ4 22: 58 cut or sold outQ4 22Q1 23: 58 bought or addedQ1 23: 63 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20227158
Q1 20235863

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 22 calls: $1.5mQ3 22 puts: $212.0kQ3 22P/C 0.14Q4 22 calls: $1.8mQ4 22 puts: $567.6kQ4 22P/C 0.31Q1 23 calls: $2.0mQ1 23 puts: $4.3mQ1 23P/C 2.13
Numbers
QuarterCallsPutsP/C
Q3 2022$1.5m$212.0k0.14
Q4 2022$1.8m$567.6k0.31
Q1 2023$2.0m$4.3m2.13

Biggest buyers

JANE STREET GROUP, LLC New +341,475+341.5k
MORGAN STANLEY Added +178,340+178.3k
TRUIST FINANCIAL CORP Added +173,786+173.8k
Raymond James Financial Services Advisors, Inc. New +154,212+154.2k
BANK OF AMERICA CORP /DE/ Added +132,441+132.4k
Invesco Ltd. New +95,359+95.4k
Econ Financial Services Corp New +89,905+89.9k
PRUDENTIAL PLC Added +88,716+88.7k
Composition Wealth, LLC Added +82,142+82.1k
CAPSTONE INVESTMENT ADVISORS, LLC New +80,000+80.0k

Biggest sellers

BlackRock Inc. Reduced -760,303-760.3k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -390,420-390.4k
ROYAL BANK OF CANADA Reduced -223,526-223.5k
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC Sold out -201,410-201.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -187,873-187.9k
PFS INVESTMENTS INC. Reduced -148,597-148.6k
ASSETMARK, INC Reduced -53,086-53.1k
ShoreHaven Wealth Partners, LLC Sold out -41,376-41.4k
PNC Financial Services Group, Inc. Reduced -39,523-39.5k
OLD MISSION CAPITAL LLC Sold out -34,990-35.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.0m38.1k shares
CITADEL ADVISORS LLC New $21.0k400 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.3m81.3k shares
CITADEL ADVISORS LLC New $31.4k600 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.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution +3.4 pts · filed 2026-10-05 10.3% +3.4 pts 5.6m≈ $281.0m 2026-10-05

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 4,655,6684.7m $243.9m $243.9m 0.01% Reduced -760.3k -760,303
2 PRUDENTIAL PLC 1.51% of their portfolio LONDON, X0 2,454,0742.5m $128.6m $128.6m 1.51% Added +88.7k +88,716
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,359,8782.4m $123.6m $123.6m 0.01% Added +132.4k +132,441
4 Allianz Investment Management U.S. LLC 4.49% of their portfolio Minneapolis, MN 1,548,0001.5m $81.1m $81.1m 4.49% Unchanged
5 Daiichi Life Insurance Co., Ltd. 1.50% of their portfolio TOKYO, M0 1,307,1001.3m $68.5m $68.5m 1.50% Unchanged
6 Kemper Corp Master Retirement Trust 31.10% of their portfolio CHICAGO, IL 720,506720.5k $37.7m $37.7m 31.10% Unchanged
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 665,538665.5k $34.9m $34.9m 0.00% Added +178.3k +178,340
8 NYL Investors LLC 2.09% of their portfolio NEW YORK, NY 652,300652.3k $34.2m $34.2m 2.09% Added +3.0k +3,000
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 494,467494.5k $25.9m $25.9m 0.01% Reduced -14.9k -14,880
10 Allspring Global Investments Holdings, LLC 0.04% of their portfolio CHARLOTTE, NC 487,089487.1k $25.5m $25.5m 0.04% Unchanged
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 470,776470.8k $24.7m $24.7m 0.01% Reduced -187.9k -187,873
12 Composition Wealth, LLC 0.59% of their portfolio LOS ANGELES, CA 347,705347.7k $18.2m $18.2m 0.59% Added +82.1k +82,142
13 ASSETMARK, INC 0.07% of their portfolio CONCORD, CA 344,648344.6k $18.1m $18.1m 0.07% Reduced -53.1k -53,086
14 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 341,475341.5k $17.9m $17.9m 0.03% New
15 Tennessee Valley Asset Management Partners 4.64% of their portfolio KNOXVILLE, TN 271,630271.6k $14.2m $14.2m 4.64% Added +8.2k +8,194
16 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 249,350249.3k $13.1m $13.1m 0.02% Added +173.8k +173,786
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 244,606244.6k $12.8m $12.8m 0.00% Reduced -223.5k -223,526
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 230,845230.8k $12.0m $12.0m 0.00% Added +63.9k +63,918
19 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.09% of their portfolio Cincinnati, OH 223,726223.7k $11.7m $11.7m 0.09% Unchanged
20 DEERE & CO 5.85% of their portfolio MOLINE, IL 221,925221.9k $11.6m $11.6m 5.85% Unchanged
21 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 212,995213.0k $11.2m $11.2m 0.01% Added +57.5k +57,540
22 Connectus Wealth, LLC 0.25% of their portfolio CINCINNATI, OH 196,367196.4k $10.3m $10.3m 0.25% Added +3.4k +3,388
23 RiverFront Investment Group, LLC 0.35% of their portfolio RICHMOND, VA 187,793187.8k $9.8m $9.8m 0.35% Added +20.1k +20,068
24 Klaas Financial Asset Advisors, LLC 2.14% of their portfolio LOVES PARK, IL 176,505176.5k $9.2m $9.2m 2.14% Added +3.3k +3,273
25 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 158,329158.3k $8.3m $8.3m 0.01% Reduced -23.6k -23,587
26 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 154,212154.2k $8.1m $8.1m 0.02% New
27 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 150,178150.2k $7.9m $7.9m 0.05% Added +39.1k +39,136
28 AGILIS PARTNERS LLC 3.22% of their portfolio WALTHAM, MA 139,070139.1k $7.3m $7.3m 3.22% Reduced -1.2k -1,186
29 KEYBANK NATIONAL ASSOCIATION/OH 0.03% of their portfolio BROOKLYN, OH 133,872133.9k $7.0m $7.0m 0.03% Reduced -12.5k -12,451
30 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 117,938117.9k $6.2m $6.2m 0.01% Reduced -5.6k -5,586
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 115,694115.7k $6.1m $6.1m 0.00% Added +599 +599
32 Carolina Wealth Advisors, LLC 3.30% of their portfolio MYRTLE BEACH, SC 107,567107.6k $5.6m $5.6m 3.30% Added +3.9k +3,915
33 PFS INVESTMENTS INC. 0.10% of their portfolio DULUTH, GA 106,023106.0k $5.6m $5.6m 0.10% Reduced -148.6k -148,597
34 1900 WEALTH MANAGEMENT LLC 0.55% of their portfolio SAN ANTONIO, TX 101,519101.5k $5.1m $5.1m 0.55% Reduced -24.4k -24,398
35 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 95,35995.4k $5.0m $5.0m 0.00% New
36 Econ Financial Services Corp 3.57% of their portfolio HARRISBURG, PA 89,90589.9k $4.7m $4.7m 3.57% New
37 Fund Evaluation Group, LLC 0.00% of their portfolio CINCINNATI, OH 89,64089.6k $5.0k $5.0k 0.00% Unchanged
38 PROTECTIVE LIFE CORP 2.95% of their portfolio BIRMINGHAM, AL 85,00085.0k $4.5m $4.5m 2.95% Unchanged
39 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 82,46082.5k $4.3m $4.3m 0.04% Reduced -20.0k -19,963
40 CAPSTONE INVESTMENT ADVISORS, LLC 0.13% of their portfolio NEW YORK, NY 80,00080.0k $4.2m $4.2m 0.13% New
41 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 59,51859.5k $3.1m $3.1m 0.01% Reduced -1.3k -1,269
42 Hennion & Walsh Asset Management, Inc. 0.19% of their portfolio Parsippany, NJ 58,07358.1k $3.0m $3.0m 0.19% Reduced -1.8k -1,753
43 FDx Advisors, Inc. 0.12% of their portfolio BERWYN, PA 56,67656.7k $2.8m $2.8m 0.12% Unchanged
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 55,93855.9k $2.9m $2.9m 0.00% Added +23.7k +23,716
45 Pinnacle Family Advisors, LLC 1.76% of their portfolio Springfield, MO 55,12855.1k $2.9m $2.9m 1.76% Added +25.8k +25,789
46 Regal Investment Advisors LLC 0.21% of their portfolio KENTWOOD, MI 46,21346.2k $2.4m $2.4m 0.21% New
47 Cetera Advisor Networks LLC 0.02% of their portfolio EL SEGUNDO, CA 44,79244.8k $2.3m $2.3m 0.02% Reduced -22.7k -22,730
48 Investors Research Corp 0.49% of their portfolio ATLANTA, GA 36,23036.2k $1.9m $1.9m 0.49% Added +3.4k +3,436
49 Pacific Wealth Management 1.20% of their portfolio SAN DIEGO, CA 35,79735.8k $1.9m $1.9m 1.20% Added +202 +202
50 Boltwood Capital Management 0.67% of their portfolio WALNUT CREEK, CA 34,17034.2k $1.8m $1.8m 0.67% Added +8.2k +8,225
51 Grey Ledge Advisors, LLC 0.56% of their portfolio GUILFORD, CT 32,64232.6k $1.7m $1.7m 0.56% Added +26.0k +26,042
52 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 27,22127.2k $1.4m $1.4m 0.00% Reduced -39.5k -39,523
53 Israel Discount Bank of New York 1.00% of their portfolio NEW YORK, NY 25,29725.3k $1.3m $1.3m 1.00% New
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,04724.0k $1.3m $1.3m 0.00% New
55 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 23,76623.8k $1.2m $1.2m 0.01% Added +15.0k +15,000
56 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 23,29523.3k $1.2m $1.2m 0.01% Unchanged
57 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,75721.8k $1.1m $1.1m 0.00% Added +24 +24
58 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 20,84120.8k $1.1m $1.1m 0.01% Added +6.0k +5,960
59 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.08% of their portfolio BIRMINGHAM, AL 20,31020.3k $1.1m $1.1m 0.08% Added +175 +175
60 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 19,32019.3k $1.0m $1.0m 0.00% New
61 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,82315.8k $828.0k $828.0k 0.00% Added +1.0k +1,024
62 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 13,15013.2k $688.9k $688.9k 0.00% Added +12.2k +12,156
63 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 11,80711.8k $618.5k $618.5k 0.00% Reduced -21.2k -21,163
64 LaSalle St. Investment Advisors, LLC 0.26% of their portfolio ELMHURST, IL 11,09111.1k $581.0k $581.0k 0.26% Added +4.7k +4,703
65 MCF Advisors LLC 0.05% of their portfolio LEXINGTON, KY 10,86910.9k $569.4k $569.4k 0.05% Unchanged
66 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 10,50310.5k $550.3k $550.3k 0.01% Reduced -2.6k -2,589
67 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 10,18710.2k $533.7k $533.7k 0.00% Added +5.3k +5,257
68 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 9,5809.6k $501.9k $501.9k 0.01% Added +5.5k +5,517
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,4779.5k $496.5k $496.5k 0.00% Reduced -17.2k -17,214
70 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 7,7007.7k $403.4k $403.4k 0.01% Reduced -5.8k -5,776
71 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 7,6197.6k $396.1k $396.1k 0.02% Added +1.6k +1,555
72 Horizons Wealth Management 0.29% of their portfolio ASHEVILLE, NC 7,5507.5k $395.5k $395.5k 0.29% Reduced -2.8k -2,805
73 Betterment LLC 0.00% of their portfolio NEW YORK, NY 7,4847.5k $392.0k $392.0k 0.00% Reduced -2.2k -2,219
74 GeoWealth Management, LLC 0.04% of their portfolio CHICAGO, IL 7,3047.3k $383.0k $383.0k 0.04% Reduced -1.1k -1,122
75 Source Financial Advisors LLC 0.13% of their portfolio NEW YORK, NY 7,3047.3k $382.7k $382.7k 0.13% Reduced -1.1k -1,122
76 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 7,1877.2k $376.5k $376.5k 0.02% Reduced -170 -170
77 Sage Advisory Services, Ltd.Co. 0.10% of their portfolio AUSTIN, TX 6,7676.8k $355.0k $355.0k 0.10% Reduced -9.4k -9,401
78 Sound Income Strategies, LLC 0.04% of their portfolio FT LAUDERDALE, FL 6,5436.5k $342.8k $342.8k 0.04% Reduced -168 -168
79 Checchi Capital Advisers, LLC 0.03% of their portfolio BEVERLY HILLS, CA 6,3776.4k $334.1k $334.1k 0.03% Unchanged
80 Wayfinding Financial, LLC 0.24% of their portfolio LYNNWOOD, WA 5,9766.0k $313.0k $313.0k 0.24% New
81 Koshinski Asset Management, Inc. 0.03% of their portfolio DECATUR, IL 5,2325.2k $274.1k $274.1k 0.03% Reduced -384 -384
82 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 5,0505.0k $265.0k $265.0k 0.01% Reduced -1.2k -1,244
83 Voya Financial Advisors, Inc. 0.03% of their portfolio WINDSOR, CT 5,0165.0k $259.5k $259.5k 0.03% Reduced -7.3k -7,269
84 RHS Financial, LLC 0.18% of their portfolio SAN FRANCISCO, CA 4,4214.4k $231.6k $231.6k 0.18% New
85 CLIENT 1ST ADVISORY GROUP, LLC 0.12% of their portfolio DUNEDIN, FL 4,3984.4k $230.4k $230.4k 0.12% Reduced -1.6k -1,592
86 Greytown Advisors Inc. 0.11% of their portfolio MIAMI, FL 4,1004.1k $214.8k $214.8k 0.11% Unchanged
87 Haverford Trust Co 0.00% of their portfolio Radnor, PA 3,9103.9k $204.8k $204.8k 0.00% New
88 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 3,5003.5k $183.0k $183.0k 0.00% Unchanged
89 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 3,0233.0k $158.4k $158.4k 0.01% Added +2.9k +2,919
90 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 3,0223.0k $158.3k $158.3k 0.01% Added +12 +12
91 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,2472.2k $117.7k $117.7k 0.00% Added +1.1k +1,063
92 Park Place Capital Corp 0.03% of their portfolio Homewood, AL 2,1762.2k $114.0k $114.0k 0.03% Unchanged
93 Advisors Asset Management, Inc. 0.00% of their portfolio Monument, CO 1,6471.6k $86.3k $86.3k 0.00% Reduced -1.2k -1,244
94 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,1731.2k $61.5k $61.5k 0.00% Reduced -393 -393
95 JAMES INVESTMENT RESEARCH, INC. 0.01% of their portfolio ALPHA, OH 1,1241.1k $59.0k $59.0k 0.01% Added +869 +869
96 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,0451.0k $55.0k $55.0k 0.00% Reduced -265 -265
97 PrairieView Partners, LLC 0.01% of their portfolio ST. PAUL, MN 1,0411.0k $54.0k $54.0k 0.01% Unchanged
98 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 1,0311.0k $54.0k $54.0k 0.01% Unchanged
99 Founders Financial Alliance, LLC 0.02% of their portfolio RALEIGH, NC 806806 $42.2k $42.2k 0.02% Reduced -76 -76
100 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 635635 $33.3k $33.3k 0.00% Unchanged