Запись по ценной бумаге · архивный квартал
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds
70Отслеживаемые держатели
-2Δ держателей
172.52MАкций в держании
$9.30BОтчётная стоимость
+0Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.8% ·
поток акций -2.4% ·
новые чистые позиции -2.9%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | 0 | 184.85M | $9.86B | +3 | −4 |
| Q1 2026 | 71 | 0 | 176.76M | $9.41B | +3 | −3 |
| Q4 2025 | 70 | -2 | 172.52M | $9.30B | n/a | −2 |
| Q3 2025 | 8 | 0 | 18.10M | $978.82M | n/a | n/a |
| Q2 2025 | 5 | 0 | 9.62M | $512.54M | n/a | n/a |
| Q1 2025 | 3 | +1 | 314.23K | $16.50M | +1 | n/a |
| Q4 2024 | 2 | -1 | 225.99K | $11.64M | n/a | −1 |
| Q3 2024 | 3 | 0 | 271.42K | $14.58M | +1 | −1 |
| Q2 2024 | 3 | n/a | 219.87K | $11.27M | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 63.17M | n/a | $3.40B | 6.4% | n/c | 1 | SEC ↗ |
| 2 | Charles Schwab Investment… | 12.34M | n/a | $664.74M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Northern Trust Corp | 11.61M | n/a | $625.57M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 4 | Assetmark, Inc | 7.39M | n/a | $398.40M | 0.8% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 6.21M | +10.8% | $334.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | Bank Of America Corp /De/ | 6.17M | n/a | $332.62M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Envestnet Asset Management Inc | 6.12M | n/a | $329.69M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Legal & General Group Plc | 5.00M | n/a | $270.18M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 4.93M | n/a | $265.72M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 10 | Ameriprise Financial Inc | 3.93M | n/a | $211.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | UBS Group AG | 3.91M | n/a | $210.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Fidelity (FMR) ✦ | 3.58M | -0.4% | $193.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 3.16M | n/a | $170.45M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 3.12M | n/a | $167.89M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 15 | Royal Bank Of Canada | 2.92M | n/a | $157.24M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 16 | BlackRock ✦ (пассивный) | 2.01M | -66.2% | $108.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 17 | Franklin Resources Inc | 1.86M | n/a | $100.31M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 18 | Pnc Financial Services Group, Inc. | 1.81M | n/a | $97.46M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 19 | Stifel Financial Corp | 1.56M | n/a | $83.97M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 20 | Goldman Sachs Group ✦ | 1.54M | -21.8% | $82.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Wealth Enhancement Advisory… | 1.35M | n/a | $73.00M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Manufacturers Life Insurance… | 1.35M | n/a | $72.90M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 1.34M | n/a | $72.41M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 1.19M | n/a | $64.23M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 25 | HighTower Advisors, LLC | 1.17M | n/a | $63.14M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 1.09M | n/a | $58.96M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 27 | Cetera Investment Advisers | 1.08M | n/a | $58.02M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 944.62K | n/a | $50.90M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 902.23K | n/a | $48.61M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 30 | Mitsubishi UFJ Trust & Banking Corp | 785.28K | n/a | $42.36M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 750.26K | n/a | $40.42M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 32 | Bank Of Montreal /Can/ | 730.93K | n/a | $39.38M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 33 | State Farm Mutual Automobile… | 680.00K | n/a | $36.64M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 645.37K | n/a | $34.77M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 35 | Focus Partners Wealth | 621.98K | n/a | $33.51M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cerity Partners LLC | 517.32K | n/a | $27.87M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 475.64K | -23.6% | $25.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 38 | Osaic Holdings, Inc. | 450.93K | n/a | $24.30M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 39 | Northwestern Mutual Wealth… | 406.02K | n/a | $21.88M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Lido Advisors, LLC | 352.90K | n/a | $19.08M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 41 | Mml Investors Services, Llc | 350.11K | n/a | $18.86M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Capstone Investment Advisors, Llc | 327.50K | n/a | $17.65M | 0.2% | n/c | 1 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 310.44K | n/a | $16.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Mariner, LLC | 299.33K | n/a | $16.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Commonwealth Equity Services, Llc | 293.76K | n/a | $15.83M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 263.00K | n/a | $14.17M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Citigroup Inc | 233.54K | n/a | $12.58M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | First Trust Advisors Lp | 214.96K | n/a | $11.58M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 149.36K | n/a | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Creative Planning | 141.15K | n/a | $7.61M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Man Group plc | 135.02K | n/a | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Hsbc Holdings Plc | 128.61K | n/a | $6.93M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 53 | 1832 Asset Management L.P. | 85.08K | n/a | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Kayne Anderson Rudnick Investment… | 70.41K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Corient Private Wealth LP | 69.92K | n/a | $3.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 56 | Captrust Financial Advisors | 57.18K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Fisher Asset Management ✦ | 53.08K | -2.4% | $2.86M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 58 | Mercer Global Advisors Inc /Adv | 52.36K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Barclays Plc | 29.68K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Hrt Financial Lp | 28.11K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Lazard Asset Management Llc | 18.90K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Quantinno Capital Management LP | 5.63K | n/a | $303,183 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Cibc World Market Inc. | 4.41K | n/a | $237,826 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Blair William & Co/Il | 2.44K | n/a | $131,521 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | TD Waterhouse Canada Inc. | 1.38K | n/a | $74,071 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | UBS AM, a distinct business unit of… | 800 | n/a | $43,104 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Fifth Third Bancorp | 500 | n/a | $26,940 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bnp Paribas Financial Markets | 118 | n/a | $6,358 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Simplex Trading, Llc | 58 | n/a | $3,125 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 2 | n/a | $108 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Renaissance Technologies | $11.36M | составлял 0.0% |
| Citadel Advisors | $4.91M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 701 держатели, 251.24M акции, $13.27B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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