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iShares 5-10 Year Investment Grade Corporate Bond ETF

626 hedge funds and large institutions have $12.2B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 248 increasing their positions, 219 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $309K

21% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 42

13% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 219

3% more capital invested

Capital invested by funds: $11.8B → $12.2B (+$405M)

0.12% less ownership

Funds ownership: 80.02%79.9% (-0.12%)

0% less funds holding

Funds holding: 628626 (-2)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
626
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
8.39%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.67%
New
51
Increased
248
Reduced
219
Closed
42
Calls
$1.25M
Puts
$309K
Net Calls
+$941K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
GDP
226
Great Diamond Partners
Maine
$2.59M +$52.6K +1,012 +2%
Natixis Advisors
227
Natixis Advisors
Massachusetts
$2.57M +$1.63M +31,361 +178%
AWA
228
AmeriServ Wealth Advisors
Pennsylvania
$2.55M -$53.4K -1,028 -2%
PFM
229
Phillips Financial Management
Indiana
$2.55M -$81.7K -1,572 -3%
Lido Advisors
230
Lido Advisors
California
$2.53M -$793K -15,266 -24%
BB
231
Busey Bank
Illinois
$2.48M -$76.8K -1,478 -3%
TC
232
TAGStone Capital
North Carolina
$2.42M +$561K +10,801 +31%
FWM
233
Forza Wealth Management
Florida
$2.41M -$8.83K -170 -0.4%
CMP
234
Courage Miller Partners
Virginia
$2.4M
IFA
235
Interactive Financial Advisors
Illinois
$2.32M -$675 -13 -0%
FPAS
236
Focus Partners Advisor Solutions
Missouri
$2.24M +$910K +17,515 +70%
ACM
237
Absolute Capital Management
Pennsylvania
$2.23M -$279K -5,362 -11%
HA
238
Herold Advisors
New York
$2.22M +$1.16M +22,276 +111%
TA
239
TFB Advisors
Kansas
$2.16M +$490K +9,443 +30%
MSWMA
240
Market Street Wealth Management Advisors
Indiana
$2.15M -$55K -1,059 -3%
PWMG
241
Private Wealth Management Group
New Jersey
$2.13M +$621K +11,951 +42%
BA
242
Bridgewater Advisors
New York
$2.12M -$493K -9,486 -19%
CWA
243
Crux Wealth Advisors
California
$2.1M +$266K +5,115 +15%
BP
244
Ballentine Partners
Massachusetts
$2.09M -$24.6K -474 -1%
KWA
245
Kingswood Wealth Advisors
California
$2.06M +$484K +9,315 +31%
JWCA
246
J.W. Cole Advisors
Florida
$2.03M +$1.32M +25,405 +191%
MBT
247
Montecito Bank & Trust
California
$2.01M +$76.1K +1,466 +4%
Lazard Asset Management
248
Lazard Asset Management
New York
$1.99M
IDBONY
249
Israel Discount Bank of New York
New York
$1.97M -$861K -16,582 -31%
CIA
250
Concurrent Investment Advisors
Florida
$1.96M +$188K +3,618 +11%

IGIB Hedge Fund Activity: Q1 2025 in Review

626 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q1 2025, worth a combined $12.2B — up 3.4% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IGIB positions and 42 closed out — a net gain of 9 holders — while 248 added to existing stakes and 219 trimmed.

The largest buyer was Prudential plc, adding an estimated $140M. The largest seller was Japan Science & Technology Agency, cutting an estimated $119M.

  • 626 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q1 2025, down from 628 in Q4 2024.
  • Funds reported $12.2B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 3.4% quarter-over-quarter.
  • 51 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 42 closed out, a net change of +9 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Prudential plc, an estimated $140M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Japan Science & Technology Agency, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2025.