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iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) Institutional Ownership

iShares 10+ Year Investment Grade Corporate Bond ETF logo
$49.76 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares 10+ Year Investment Grade Corporate Bond ETF (NYSEARCA:IGLB)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$47.59M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$133.81M
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IGLB Institutional Buying and Selling by Quarter

iShares 10+ Year Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Strategic Investment Advisors MI4,164$207K0.0%N/A0.008%
5/16/2026Mittelman Wealth Management180,799$8.97M5.6%+22.5%0.340%
5/5/2026Bank of New York Mellon Corp425,561$21.12M0.0%-2.9%0.801%
4/27/2026Sound Income Strategies LLC4,709$233K0.0%-7.3%0.009%
4/22/2026Janney Montgomery Scott LLC119,067$5.91M0.0%-3.4%0.226%
2/17/2026Hilltop Holdings Inc.24,233$1.22M0.1%N/A0.044%
2/13/2026Arkadios Wealth Advisors4,425$223K0.0%-7.8%0.008%
2/12/2026Titleist Asset Management LLC76,132$3.84M0.3%+49.8%0.139%
2/11/2026NYL Investors LLC396,152$19.99M6.8%+1.8%0.723%
2/11/2026Motley Fool Wealth Management LLC203,302$10.26M0.8%-12.0%0.371%
2/11/2026JPMorgan Chase & Co.293,932$14.83M0.0%-25.5%0.536%
2/11/2026SlateStone Wealth LLC62,439$3.15M0.3%-5.1%0.114%
2/10/2026Bank of New York Mellon Corp438,254$22.11M0.0%-20.4%0.800%
2/9/2026Allstate Corp96,842$4.89M0.1%+67.1%0.177%
2/6/2026Cullen Frost Bankers Inc.6,788$342K0.0%N/A0.012%
2/6/2026Creative Financial Designs Inc. ADV1,595$80K0.0%+158.5%0.003%
2/5/2026RiverFront Investment Group LLC801,697$40.45M0.7%+6.2%1.463%
2/5/2026Grey Ledge Advisors LLC6,689$337K0.1%+842.1%0.012%
2/2/2026Horizon Investments LLC517,742$26.12M0.3%+1.5%0.941%
1/30/2026Archer Investment Corp14,163$715K0.2%+2,744.0%0.026%
1/28/2026Meadow Creek Wealth Advisors LLC5,826$294K0.2%-9.4%0.010%
1/27/2026Klaas Financial Asset Advisors LLC233,778$11.79M1.7%+5.1%0.419%
1/23/2026Farther Finance Advisors LLC14,509$732K0.0%+220.3%0.026%
1/21/2026Carolina Wealth Advisors LLC3,172$160K0.1%-7.2%0.006%
1/21/2026Sound Income Strategies LLC5,082$258K0.0%-12.6%0.009%
1/13/2026CoreCap Advisors LLC107,338$5.42M0.2%+8.4%0.193%
1/5/2026Horizons Wealth Management4,283$216K0.1%+19.2%0.008%
1/1/2026JPMorgan Chase & Co.394,444$20.33M0.0%+37.0%0.766%
11/19/2025Sunbelt Securities Inc.505$26K0.0%-45.3%0.001%
11/17/2025Mittelman Wealth Management142,261$7.33M4.8%+0.2%0.276%
11/17/2025United Capital Financial Advisors LLC17,552$905K0.0%-4.7%0.034%
11/17/2025Flow Traders U.S. LLC12,065$622K0.0%-62.4%0.023%
11/17/2025Ameriprise Financial Inc.853,630$43.99M0.0%-9.6%1.658%
11/14/2025Horizon Investments LLC509,865$26.06M0.3%+1.5%0.990%
11/13/2025Parallel Advisors LLC3,588$185K0.0%+16.2%0.007%
11/7/2025JPMorgan Chase & Co.394,444$20.33M0.0%+37.0%0.766%
11/5/2025SlateStone Wealth LLC65,770$3.39M0.3%-46.9%0.128%
11/5/2025Titleist Asset Management LLC50,838$2.62M0.2%+5.3%0.099%
11/5/2025Vantage Financial Partners LLC11,808$609K0.1%-36.5%0.023%
11/4/2025NYL Investors LLC389,186$20.06M6.6%+0.7%0.754%
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11/4/2025Jones Financial Companies Lllp28,147$1.45M0.0%+59.7%0.055%
11/4/2025FDx Advisors Inc.13,989$719K0.2%-9.7%0.027%
10/29/2025Allstate Corp57,954$2.99M0.1%+110.5%0.113%
10/22/2025CoreCap Advisors LLC98,988$5.10M0.2%+66.2%0.189%
10/20/2025Klaas Financial Asset Advisors LLC222,529$11.47M1.7%+1.7%0.423%
10/14/2025Farther Finance Advisors LLC4,530$233K0.0%-9.3%0.009%
10/10/2025Sound Income Strategies LLC5,817$298K0.0%+41.1%0.011%
10/7/2025Carolina Wealth Advisors LLC3,419$176K0.1%-97.3%0.007%
8/15/2025Ameriprise Financial Inc.944,400$47.42M0.0%-41.3%1.959%
8/13/2025Flow Traders U.S. LLC32,105$1.61M0.1%N/A0.067%
8/13/2025NYL Investors LLC386,496$19.41M5.3%+1.4%0.802%
8/12/2025SlateStone Wealth LLC123,819$6.22M0.6%-12.7%0.257%
8/12/2025RiverFront Investment Group LLC722,370$36.27M0.7%-61.5%1.499%
8/12/2025Titleist Asset Management LLC48,281$2.42M0.2%-2.5%0.100%
8/12/2025Archer Investment Corp498$25K0.0%N/A0.001%
8/12/2025JPMorgan Chase & Co.287,842$14.45M0.0%-22.4%0.597%
8/8/2025Mittelman Wealth Management141,922$7.13M6.0%-6.2%0.294%
8/6/2025First Horizon Advisors Inc.1,393$70K0.0%-31.5%0.003%
8/5/2025Bank of New York Mellon Corp749,465$37.63M0.0%+9.9%1.555%
8/4/2025Arkadios Wealth Advisors4,668$234K0.0%N/A0.010%
8/1/2025Motley Fool Wealth Management LLC255,261$12.82M0.8%N/A0.528%
7/25/2025Richardson Financial Services Inc.3,720$187K0.1%+50.2%0.008%
7/23/2025ETF Portfolio Partners Inc.7,130$358K0.1%N/A0.015%
7/23/2025RMG Wealth Management LLC700$34K0.0%N/A0.001%
7/22/2025Carolina Wealth Advisors LLC126,888$6.37M3.1%-5.5%0.269%
7/17/2025Janney Montgomery Scott LLC117,259$5.89M0.0%-54.4%0.248%
7/16/2025ORG Partners LLC8,215$413K0.1%-44.5%0.017%
7/15/2025GSB Wealth Management LLC666$33K0.0%-56.5%0.001%
7/11/2025Farther Finance Advisors LLC4,997$251K0.0%-32.2%0.011%
7/10/2025Klaas Financial Asset Advisors LLC218,809$10.99M1.7%+2.4%0.461%
7/8/2025Parallel Advisors LLC3,088$155K0.0%+111.5%0.007%
7/7/2025Horizons Wealth Management3,545$178K0.1%+8.3%0.007%
5/16/2025Jones Financial Companies Lllp210,768$10.59M0.0%+2,208.3%0.419%
5/15/2025Titleist Asset Management LLC49,530$2.49M0.3%+5.6%0.098%
5/15/2025OLD Mission Capital LLC48,006$2.41M0.0%N/A0.095%
5/14/2025Allstate Corp214,917$10.80M0.3%+16.1%0.427%
5/14/2025Ameriprise Financial Inc.1,609,795$80.87M0.0%+32.5%3.200%
5/13/2025Horizon Investments LLC346,721$17.26M0.5%+3.4%0.689%
5/8/2025SlateStone Wealth LLC141,786$7.12M0.7%-4.1%0.282%
5/7/2025NYL Investors LLC381,000$19.14M1.2%+1.0%0.757%
5/7/2025Vantage Financial Partners LLC21,615$1.09M0.3%-61.2%0.043%
5/1/2025FDx Advisors Inc.15,694$788K0.3%-2.8%0.031%
4/29/2025Bank of New York Mellon Corp682,206$34.27M0.0%+25.9%1.268%
4/24/2025Sunbelt Securities Inc.505$25K0.0%-45.3%0.001%
4/24/2025Carolina Wealth Advisors LLC134,333$6.75M3.6%+4.7%0.250%
4/24/2025Klaas Financial Asset Advisors LLC213,585$10.73M1.8%+3.2%0.397%
4/23/2025Bessemer Group Inc.822$41K0.0%N/A0.002%
4/22/2025Cambridge Investment Research Advisors Inc.25,094$1.26M0.0%-79.4%0.047%
4/21/2025ORG Partners LLC14,805$744K0.2%-1.7%0.028%
4/18/2025GSB Wealth Management LLC1,530$77K0.0%-96.8%0.003%
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4/17/2025NBT Bank N A NY7,755$390K0.0%-12.3%0.014%
4/17/2025Janney Montgomery Scott LLC257,111$12.92M0.0%+0.4%0.478%
4/15/2025Noble Wealth Management PBC19,220$965K0.7%-17.9%0.036%
4/14/2025Farther Finance Advisors LLC7,371$370K0.0%-83.8%0.014%
4/8/2025Parallel Advisors LLC1,460$73K0.0%+284.2%0.003%
4/7/2025GAMMA Investing LLC5,927$298K0.0%+4,922.9%0.011%
2/18/2025Mittelman Wealth Management155,523$7.68M7.1%-57.0%0.353%
2/18/2025Sunbelt Securities Inc.923$46K0.0%-92.1%0.002%
2/17/2025Ameriprise Financial Inc.1,214,828$60.24M0.0%-48.1%2.755%
2/13/2025United Capital Financial Advisors LLC109,602$5.41M0.0%N/A0.249%


IGLB Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of iShares 10+ Year Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($43.99M), RiverFront Investment Group LLC ($40.45M), Horizon Investments LLC ($26.12M), Bank of New York Mellon Corp ($21.12M), NYL Investors LLC ($19.99M), JPMorgan Chase & Co. ($14.83M), and Klaas Financial Asset Advisors LLC ($11.79M).Learn more on iShares 10+ Year Investment Grade Corporate Bond ETF's institutional investors.

Of the 41 institutional investors that purchased iShares 10+ Year Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RiverFront Investment Group LLC ($549.00K), JPMorgan Chase & Co. ($434.57K), Bank of New York Mellon Corp ($409.57K), Mittelman Wealth Management ($395.18K), Ameriprise Financial Inc. ($394.97K), Motley Fool Wealth Management LLC ($255.26K), and Jones Financial Companies Lllp ($218.69K).

Institutional investors have bought a total of 938,948 shares in the last 24 months. This purchase volume represents approximately $47.59M in transactions.

Of the 22 institutional investors that sold iShares 10+ Year Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RiverFront Investment Group LLC ($1.16M), Ameriprise Financial Inc. ($756.17K), JPMorgan Chase & Co. ($183.82K), Janney Montgomery Scott LLC ($144.06K), Carolina Wealth Advisors LLC ($131.16K), Bank of New York Mellon Corp ($125.03K), and SlateStone Wealth LLC ($79.35K).

Institutional investors have sold a total of 2,656,058 shares in the last 24 months. This volume of shares sold represents approximately $133.81M in transactions.



This page (NYSEARCA:IGLB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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