Vault-13

ISHARES TR IGLB

10+ YR INVST GRD · ETP · CUSIP 464289511

222 institutional holders -6 vs Q4 2024
40,231,93340.2m shares reported held*
$2.0bnreported value*
24 new 83 added 79 reduced 26 sold out net bought ≈ $107.9m (+2.5m 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 ($454.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.67. Options: 2 managers hold calls ($2.6m notional), 2 hold puts ($2.4m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 129Q4 22: 142Q1 23: 136Q2 23: 146Q3 23: 152Q4 23: 178Q1 24: 186Q2 24: 181Q3 24: 195Q4 24: 228Q1 25: 222222Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022129
Q4 2022142
Q1 2023136
Q2 2023146
Q3 2023152
Q4 2023178
Q1 2024186
Q2 2024181
Q3 2024195
Q4 2024228
Q1 2025222

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 84 bought or addedQ2 23: 46 cut or sold outQ3 23: 79 bought or addedQ3 23: 51 cut or sold outQ3 23Q4 23: 88 bought or addedQ4 23: 70 cut or sold outQ1 24: 95 bought or addedQ1 24: 86 cut or sold outQ1 24Q2 24: 89 bought or addedQ2 24: 86 cut or sold outQ3 24: 109 bought or addedQ3 24: 79 cut or sold outQ3 24Q4 24: 121 bought or addedQ4 24: 73 cut or sold outQ1 25: 107 bought or addedQ1 25: 105 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20238446
Q3 20237951
Q4 20238870
Q1 20249586
Q2 20248986
Q3 202410979
Q4 202412173
Q1 2025107105

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ2 24 calls: $5.0mQ2 24 puts: $525.4kQ2 24P/C 0.10Q3 24 calls: $5.3mQ3 24 puts: $3.6mQ3 24P/C 0.68Q4 24 calls: $5.2mQ4 24 puts: $3.0mQ4 24P/C 0.59Q1 25 calls: $2.6mQ1 25 puts: $2.4mQ1 25P/C 0.93
Numbers
QuarterCallsPutsP/C
Q2 2024$5.0m$525.4k0.10
Q3 2024$5.3m$3.6m0.68
Q4 2024$5.2m$3.0m0.59
Q1 2025$2.6m$2.4m0.93

Biggest buyers

Kestra Investment Management, LLC Added +1,543,207+1.5m
Gallagher Fiduciary Advisors, LLC New +443,997+444.0k
Insight Wealth Strategies, LLC New +438,327+438.3k
AMERIPRISE FINANCIAL INC Added +394,967+395.0k
ASSETMARK, INC Added +347,902+347.9k
ENVESTNET ASSET MANAGEMENT INC Added +243,125+243.1k
Advisors Capital Management, LLC Added +236,541+236.5k
RiverFront Investment Group, LLC Added +164,046+164.0k
Bank of New York Mellon Corp Added +140,256+140.3k
TRUIST FINANCIAL CORP Added +129,211+129.2k

Biggest sellers

Legal & General Group Plc Reduced -556,551-556.6k
Sigma Planning Corp Reduced -343,504-343.5k
BlackRock, Inc. Reduced -293,031-293.0k
BANK OF AMERICA CORP /DE/ Reduced -182,139-182.1k
NorthCoast Asset Management LLC Reduced -156,326-156.3k
Fortune 45 LLC Sold out -140,309-140.3k
MILESTONE ASSET MANAGEMENT, LLC Sold out -139,151-139.2k
CITADEL ADVISORS LLC Sold out -104,222-104.2k
Destiny Capital Corp/CO Reduced -97,260-97.3k
Cambridge Investment Research Advisors, Inc. Reduced -96,830-96.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.3m46.2k shares
CITADEL ADVISORS LLC Reduced $291.3k5.8k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.8m35.6k shares
CITADEL ADVISORS LLC Added $648.0k12.9k 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 4,153,5524.2m $208.6m $208.6m 0.07% Added +243.1k +243,125
2 PRUDENTIAL PLC 0.75% of their portfolio LONDON, X0 2,967,7793.0m $149.1m $149.1m 0.75% Added +114.7k +114,685
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,920,5522.9m $146.7m $146.7m 0.00% Reduced -293.0k -293,031
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,744,2022.7m $137.8m $137.8m 0.01% Reduced -182.1k -182,139
5 Kestra Investment Management, LLC 1.95% of their portfolio AUSTIN, TX 2,625,5242.6m $112.8m $112.8m 1.95% Added +1.5m +1,543,207
6 RiverFront Investment Group, LLC 2.10% of their portfolio RICHMOND, VA 1,877,7591.9m $94.3m $94.3m 2.10% Added +164.0k +164,046
7 ASSETMARK, INC 0.23% of their portfolio CONCORD, CA 1,680,2511.7m $84.4m $84.4m 0.23% Added +347.9k +347,902
8 Allianz Investment Management U.S. LLC 4.34% of their portfolio Minneapolis, MN 1,622,0001.6m $78.6m $78.6m 4.34% Unchanged
9 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,609,7951.6m $80.9m $80.9m 0.02% Added +395.0k +394,967
10 SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio London, X0 1,305,1501.3m $65.3m $65.3m 0.07% Reduced -22.7k -22,709
11 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,067,6221.1m $53.6m $53.6m 0.02% Added +32.8k +32,829
12 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,003,6861.0m $50.4m $50.4m 0.02% Reduced -70.7k -70,719
13 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 764,056764.1k $38.4m $38.4m 0.01% Reduced -2.0k -2,033
14 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 682,206682.2k $34.3m $34.3m 0.01% Added +140.3k +140,256
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 645,387645.4k $32.4m $32.4m 0.00% Reduced -50.6k -50,618
16 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 509,817509.8k $25.6m $25.6m 0.01% Reduced -10.6k -10,594
17 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 446,949446.9k $22.5m $22.5m 0.04% Added +129.2k +129,211
18 Gallagher Fiduciary Advisors, LLC 0.73% of their portfolio ROLLING MEADOWS, IL 443,997444.0k $22.3m $22.3m 0.73% New
19 Insight Wealth Strategies, LLC 2.96% of their portfolio SAN RAMON, CA 438,327438.3k $22.0m $22.0m 2.96% New
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 415,136415.1k $20.9m $20.9m 0.00% Added +23.9k +23,855
21 Tennessee Valley Asset Management Partners 3.21% of their portfolio KNOXVILLE, TN 391,992392.0k $19.7m $19.7m 3.21% Added +19.6k +19,563
22 Legal & General Group Plc 0.01% of their portfolio London, X0 382,081382.1k $19.1m $19.1m 0.01% Reduced -556.6k -556,551
23 NYL Investors LLC 1.23% of their portfolio NEW YORK, NY 381,000381.0k $19.1m $19.1m 1.23% Added +3.9k +3,900
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 371,151371.2k $18.6m $18.6m 0.00% Added +77.2k +77,242
25 Advisors Capital Management, LLC 0.27% of their portfolio RIDGEWOOD, NJ 351,312351.3k $17.6m $17.6m 0.27% Added +236.5k +236,541
26 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 351,013351.0k $17.6m $17.6m 0.03% Unchanged
27 Horizon Investments, LLC 0.51% of their portfolio Charlotte, NC 346,721346.7k $17.3m $17.3m 0.51% Added +11.5k +11,472
28 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 280,101280.1k $14.1m $14.1m 0.05% Reduced -17.7k -17,730
29 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 264,942264.9k $13.3m $13.3m 0.03% Reduced -2.5k -2,505
30 San Luis Wealth Advisors LLC 3.01% of their portfolio SAN LUIS OBISPO, CA 264,940264.9k $13.3m $13.3m 3.01% Reduced -33.1k -33,096
31 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 257,111257.1k $12.9m $12.9m 0.04% Added +990 +990
32 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 245,046245.0k $12.3m $12.3m 0.03% Added +37.9k +37,888
33 NorthCoast Asset Management LLC 0.06% of their portfolio STAMFORD, CT 244,998245.0k $12.3m $12.3m 0.06% Reduced -156.3k -156,326
34 Betterment LLC 0.03% of their portfolio NEW YORK, NY 243,282243.3k $12.2m $12.2m 0.03% Added +54.6k +54,626
35 OneDigital Investment Advisors LLC 0.13% of their portfolio OVERLAND PARK, KS 223,806223.8k $11.2m $11.2m 0.13% Added +15.1k +15,086
36 ALLSTATE CORP 0.32% of their portfolio NORTHBROOK, IL 214,917214.9k $10.8m $10.8m 0.32% Added +29.8k +29,838
37 Klaas Financial Asset Advisors, LLC 1.85% of their portfolio LOVES PARK, IL 213,585213.6k $10.7m $10.7m 1.85% Added +6.6k +6,559
38 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 210,213210.2k $10.6m $10.6m 0.12% Added +102.5k +102,517
39 Fund Evaluation Group, LLC 0.44% of their portfolio CINCINNATI, OH 202,218202.2k $10.2m $10.2m 0.44% Unchanged
40 Eley Financial Management, Inc 3.91% of their portfolio SOUTH BURLINGTON, VT 194,399194.4k $9.8m $9.8m 3.91% Added +9.8k +9,783
41 WESPAC Advisors SoCal, LLC 2.35% of their portfolio Pasadena, CA 179,649179.6k $9.0m $9.0m 2.35% Reduced -635 -635
42 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 167,769167.8k $8.4m $8.4m 0.02% Reduced -12.0k -11,990
43 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 164,131164.1k $8.2m $8.2m 0.01% First filing
44 REGIONS FINANCIAL CORP 0.06% of their portfolio BIRMINGHAM, AL 159,766159.8k $8.0m $8.0m 0.06% Added +123 +123
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 158,973159.0k $8.0m $8.0m 0.01% Reduced -11.7k -11,719
46 KEYBANK NATIONAL ASSOCIATION/OH 0.03% of their portfolio BROOKLYN, OH 155,928155.9k $7.8m $7.8m 0.03% Reduced -15.8k -15,804
47 Mittelman Wealth Management 6.86% of their portfolio ANDOVER, MA 151,284151.3k $7.6m $7.6m 6.86% Reduced -4.2k -4,239
48 Hennion & Walsh Asset Management, Inc. 0.33% of their portfolio Parsippany, NJ 146,298146.3k $7.3m $7.3m 0.33% Added +16.4k +16,361
49 SlateStone Wealth, LLC 0.71% of their portfolio JUPITER, FL 141,786141.8k $7.1m $7.1m 0.71% Reduced -6.1k -6,069
50 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 141,270141.3k $7.1m $7.1m 0.01% Added +48.9k +48,851
51 Carolina Wealth Advisors, LLC 3.64% of their portfolio MYRTLE BEACH, SC 134,333134.3k $6.7m $6.7m 3.64% Added +6.1k +6,070
52 Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio BERWYN, PA 133,734133.7k $6.7m $6.7m 0.03% Added +6.2k +6,175
53 Cosner Financial Group, LLC 3.64% of their portfolio WINDSOR, CO 118,418118.4k $5.9m $5.9m 3.64% Added +8.0k +8,029
54 CW Advisors, LLC 0.07% of their portfolio BOSTON, MA 118,038118.0k $5.9m $5.9m 0.07% New
55 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 105,193105.2k $5.3m $5.3m 0.05% Reduced -4.4k -4,409
56 Wealthcare Advisory Partners LLC 0.13% of their portfolio WEST CHESTER, PA 99,70099.7k $5.0m $5.0m 0.13% Reduced -310 -310
57 Shum Financial Group, Inc. 4.28% of their portfolio ALAMEDA, CA 98,52498.5k $4.9m $4.9m 4.28% Added +687 +687
58 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 94,59494.6k $4.8m $4.8m 0.01% Reduced -26.2k -26,176
59 Investors Research Corp 0.83% of their portfolio ATLANTA, GA 75,93575.9k $3.8m $3.8m 0.83% Added +10.4k +10,442
60 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 75,66475.7k $3.8m $3.8m 0.02% Added +13.1k +13,058
61 Quadrature Capital Ltd 0.08% of their portfolio LONDON, X0 75,46675.5k $3.8m $3.8m 0.08% New
62 Pinnacle Family Advisors, LLC 2.03% of their portfolio Springfield, MO 74,28874.3k $3.7m $3.7m 2.03% Reduced -17 -17
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 72,87072.9k $3.7m $3.7m 0.01% Added +23.6k +23,556
64 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 64,55964.6k $3.2m $3.2m 0.03% Added +4.7k +4,749
65 Delta Financial Group, Inc. 0.68% of their portfolio BASKING RIDGE, NJ 59,01859.0k $3.0m $3.0m 0.68% Reduced -25 -25
66 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 55,79355.8k $2.8m $2.8m 0.00% New
67 CoreCap Advisors, LLC 0.12% of their portfolio SOUTHFIELD, MI 54,59854.6k $2.7m $2.7m 0.12% Added +54.1k +54,139
68 Checchi Capital Advisers, LLC 0.19% of their portfolio BEVERLY HILLS, CA 53,37553.4k $2.7m $2.7m 0.19% Added +180 +180
69 TITLEIST ASSET MANAGEMENT, LLC 0.29% of their portfolio SAN ANTONIO, TX 49,53049.5k $2.5m $2.5m 0.29% Added +2.6k +2,621
70 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 48,00648.0k $2.4m $2.4m 0.05% New
71 LaSalle St. Investment Advisors, LLC 0.56% of their portfolio ELMHURST, IL 47,05947.1k $2.4m $2.4m 0.56% Added +3.3k +3,339
72 Trajan Wealth LLC 0.13% of their portfolio SCOTTSDALE, AZ 47,00447.0k $2.4m $2.4m 0.13% Added +10.5k +10,546
73 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 43,38143.4k $2.2m $2.2m 0.01% Added +340 +340
74 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 42,46042.5k $2.1m $2.1m 0.03% Reduced -39.4k -39,437
75 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 39,12139.1k $2.0m $2.0m 0.00% New
76 Pinnacle Financial Partners Inc 0.04% of their portfolio Nashville, TN 34,81534.8k $1.7m $1.7m 0.04% Added +64 +64
77 CROBAN 1.60% of their portfolio FREMONT, OH 34,59134.6k $1.7m $1.7m 1.60% New
78 LexAurum Advisors, LLC 0.31% of their portfolio OVERLAND PARK, KS 31,75531.8k $1.6m $1.6m 0.31% Unchanged
79 Voya Financial Advisors, Inc. 0.17% of their portfolio WINDSOR, CT 30,69030.7k $1.5m $1.5m 0.17% Added +8.4k +8,378
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 29,94929.9k $1.5m $1.5m 0.00% Reduced -951 -951
81 D L CARLSON INVESTMENT GROUP INC 0.28% of their portfolio CONCORD, NH 29,27529.3k $1.5m $1.5m 0.28% Reduced -7.0k -7,000
82 Koshinski Asset Management, Inc. 0.12% of their portfolio DECATUR, IL 28,98429.0k $1.5m $1.5m 0.12% Reduced -26 -26
83 RMR Capital Management, LLC 1.00% of their portfolio Tustin, CA 27,52227.5k $1.4m $1.4m 1.00% Unchanged
84 Israel Discount Bank of New York 1.03% of their portfolio NEW YORK, NY 26,79026.8k $1.3m $1.3m 1.03% Reduced -7.7k -7,703
85 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 25,94925.9k $1.3m $1.3m 0.00% Reduced -1.7k -1,657
86 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 25,46925.5k $1.3m $1.3m 0.02% Added +2.5k +2,523
87 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,09425.1k $1.3m $1.3m 0.00% Reduced -96.8k -96,830
88 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 23,66523.7k $1.2m $1.2m 0.00% Added +1.5k +1,490
89 Invera Wealth Advisors, LLC 0.74% of their portfolio BEND, OR 22,88722.9k $1.1m $1.1m 0.74% New
90 Wambolt & Associates, LLC 0.38% of their portfolio LITTLETON, CO 21,98922.0k $1.1m $1.1m 0.38% Reduced -1.7k -1,680
91 Vantage Financial Partners, LLC 0.27% of their portfolio ELM GROVE, WI 21,61521.6k $1.1m $1.1m 0.27% Reduced -34.2k -34,165
92 Tranquilli Financial Advisor LLC 0.69% of their portfolio Clinton, NJ 21,55221.6k $1.1m $1.1m 0.69% Added +3.4k +3,439
93 Valtrion Capital Management, LLC 1.43% of their portfolio FRANKLIN, TN 21,12221.1k $1.1m $1.1m 1.43% Added +161 +161
94 JAMES INVESTMENT RESEARCH, INC. 0.13% of their portfolio ALPHA, OH 20,57820.6k $1.0m $1.0m 0.13% Reduced -484 -484
95 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 20,52720.5k $1.0m $1.0m 0.00% Added +314 +314
96 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 20,44720.4k $1.0m $1.0m 0.00% Reduced -1.1k -1,145
97 MCF Advisors LLC 0.07% of their portfolio LEXINGTON, KY 20,31120.3k $1.0m $1.0m 0.07% Added +4.1k +4,132
98 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.03% of their portfolio BOSTON, MA 20,00020.0k $1.0m $1.0m 0.03% New
99 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 19,64119.6k $986.6k $986.6k 0.00% Reduced -3.0k -2,994
100 Global View Capital Management LLC 0.36% of their portfolio WAUKESHA, WI 19,48619.5k $978.8k $978.8k 0.36% Reduced -4.2k -4,244