Who owns IGIB (IGIB)
Which tracked institutional funds hold IGIB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IGIB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
174 tracked funds added or opened IGIB while 90 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IGIB’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 6.9% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 6.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IGIB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 703 tracked filers holding IGIB, 397 increased or opened the position and 261 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IGIB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 35
- RMG Wealth Management LLC$57M
- Scarborough Advisors, LLC$37M
- JANE STREET GROUP, LLC$23M
- NewSquare Capital LLC$10M
- PRUDENTIAL FINANCIAL INC$7M
- Systelligence, LLC$6M
Full exits 23
- CAPSTONE INVESTMENT ADVISORS, LLC$18M
- COMERICA BANK$13M
- NewEdge Advisors, LLC$13M
- CAPITAL INSIGHT PARTNERS, LLC$8M
- New Millennium Group LLC$7M
- TRANSATLANTIQUE PRIVATE WEALTH LLC$6M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$116M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$77M
- ALLSTATE CORP$62M
- Focus Partners Wealth$54M
- NORTHERN TRUST CORP$30M
- ASSETMARK, INC$27M
Largest trims
- PRUDENTIAL PLC$264M
- Legal & General Group Plc$152M
- Klaas Financial Asset Advisors, LLC$62M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$60M
- Rockefeller Capital Management L.P.$28M
- AMERIPRISE FINANCIAL INC$26M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. added | 63,675,202 | $3.4B | 27.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 13,942,612 | $742M | 6.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 12,321,025 | $656M | 5.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,366,041 | $445M | 3.6% | 2026-Q1 |
| ASSETMARK, INC added | 7,997,374 | $426M | 3.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 6,242,128 | $332M | 2.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 6,112,857 | $325M | 2.6% | 2026-Q1 |
| One Capital Management, LLC added | 5,845,766 | $311M | 2.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 5,028,190 | $268M | 2.2% | 2026-Q1 |
| ALLSTATE CORP added | 4,326,783 | $230M | 1.9% | 2026-Q1 |
| UBS Group AG added | 4,089,061 | $218M | 1.8% | 2026-Q1 |
| Matson Money. Inc. added | 3,662,800 | $195M | 1.6% | 2026-Q1 |
| LPL Financial LLC added | 3,637,273 | $194M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,496,098 | $186M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,296,746 | $175M | 1.4% | 2026-Q1 |
| FMR LLC trimmed | 3,251,438 | $173M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,888,657 | $154M | 1.2% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 2,356,271 | $125M | 1.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,234,173 | $118M | 1.0% | 2026-Q1 |
| Acropolis Investment Management, LLC added | 2,098,568 | $112M | 0.9% | 2026-Q1 |
| Petersen Hastings Wealth Advisors Inc. added | 1,968,481 | $105M | 0.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,930,392 | $103M | 0.8% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 1,865,467 | $99M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,844,238 | $98M | 0.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,752,836 | $93M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,736,033 | $91M | 0.7% | 2026-Q1 |
| GREENWOOD GEARHART LLC added | 1,717,626 | $91M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,670,740 | $89M | 0.7% | 2026-Q1 |
| Focus Partners Wealth added | 1,637,526 | $87M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,611,396 | $86M | 0.7% | 2026-Q1 |
| Charter Oak Capital Management, LLC added | 1,599,851 | $85M | 0.7% | 2026-Q1 |
| Haverford Trust Co added | 1,466,937 | $78M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,466,452 | $78M | 0.6% | 2026-Q1 |
| US BANCORP \DE\ added | 1,293,603 | $69M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,279,084 | $68M | 0.6% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 1,203,811 | $64M | 0.5% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 1,129,499 | $60M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 1,118,184 | $60M | 0.5% | 2026-Q1 |
| Dakota Wealth Management added | 1,095,757 | $58M | 0.5% | 2026-Q1 |
| MAI Capital Management added | 1,085,709 | $58M | 0.5% | 2026-Q1 |
| RMG Wealth Management LLC new | 1,079,921 | $57M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,072,369 | $57M | 0.5% | 2026-Q1 |
| Horizon Investments, LLC trimmed | 1,079,666 | $57M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 948,447 | $50M | 0.4% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 942,281 | $50M | 0.4% | 2026-Q1 |
| Dodds Wealth, LLC added | 889,218 | $47M | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 888,676 | $47M | 0.4% | 2026-Q1 |
| MFA WEALTH ADVISORS, LLC added | 887,369 | $47M | 0.4% | 2026-Q1 |
| CWM, LLC trimmed | 874,951 | $47M | 0.4% | 2026-Q1 |
| Wealthspire Retirement, LLC added | 863,357 | $46M | 0.4% | 2026-Q1 |
| Flagstone Financial Management added | 809,747 | $43M | 0.3% | 2026-Q1 |
| Gradient Investments LLC added | 758,240 | $40M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 745,628 | $40M | 0.3% | 2026-Q1 |
| Fiduciary Trust Co added | 741,489 | $39M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 731,611 | $39M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 713,905 | $38M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 707,296 | $38M | 0.3% | 2026-Q1 |
| Scarborough Advisors, LLC added | 703,498 | $37M | 0.3% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 680,000 | $36M | 0.3% | 2026-Q1 |
| Thoma Capital Management LLC added | 638,651 | $34M | 0.3% | 2026-Q1 |
| ProVise Management Group, LLC added | 622,121 | $33M | 0.3% | 2026-Q1 |
| SYON CAPITAL LLC added | 564,705 | $30M | 0.2% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC trimmed | 539,525 | $29M | 0.2% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 519,337 | $28M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 521,769 | $28M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 517,202 | $28M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 491,205 | $26M | 0.2% | 2026-Q1 |
| Financial Partners Group, Inc added | 482,095 | $26M | 0.2% | 2026-Q1 |
| PRUDENTIAL PLC trimmed | 471,470 | $25M | 0.2% | 2026-Q1 |
| BIRCHBROOK, INC. added | 466,277 | $25M | 0.2% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 449,664 | $24M | 0.2% | 2026-Q1 |
| Ameliora Wealth Management Ltd. added | 449,962 | $24M | 0.2% | 2026-Q1 |
| GDS Wealth Management added | 446,969 | $24M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 439,655 | $23M | 0.2% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 434,896 | $23M | 0.2% | 2026-Q1 |
| BAILARD, INC. added | 435,224 | $23M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 431,965 | $23M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 419,033 | $22M | 0.2% | 2026-Q1 |
| Black Diamond Financial, LLC added | 417,222 | $22M | 0.2% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 405,793 | $22M | 0.2% | 2026-Q1 |
| Madison Asset Management, LLC added | 400,916 | $21M | 0.2% | 2026-Q1 |
| BCK Partners, Inc. added | 395,914 | $21M | 0.2% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 385,063 | $20M | 0.2% | 2026-Q1 |
| Summit Wealth Group, LLC added | 373,031 | $20M | 0.2% | 2026-Q1 |
| Advisors Capital Management, LLC added | 368,965 | $20M | 0.2% | 2026-Q1 |
| DT Investment Partners, LLC added | 335,367 | $18M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 329,393 | $18M | 0.1% | 2026-Q1 |
| Roundview Capital LLC added | 322,146 | $17M | 0.1% | 2026-Q1 |
| Legacy Financial Group LLC added | 321,061 | $17M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 316,165 | $17M | 0.1% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 306,562 | $16M | 0.1% | 2026-Q1 |
| PROFFITT & GOODSON INC trimmed | 306,302 | $16M | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 300,750 | $16M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 288,177 | $15M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 287,338 | $15M | 0.1% | 2026-Q1 |
| Japan Science & Technology Agency trimmed | 4,400,000 | $234M | 1.9% | 2025-Q2 stale |
| Graypoint LLC added | 479,821 | $26M | 0.2% | 2025-Q2 stale |
| American Family Investments, Inc. | 425,000 | $23M | 0.2% | 2025-Q2 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 327,501 | $18M | 0.1% | 2025-Q4 stale |
| Gunma Bank,Ltd. added | 299,554 | $16M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.