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iShares 5-10 Year Investment Grade Corporate Bond ETF

650 hedge funds and large institutions have $12.2B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 241 increasing their positions, 212 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 43

14% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 212

4% more funds holding

Funds holding: 626650 (+24)

2% more funds holding in top 10

Funds holding in top 10: 5051 (+1)

1% more capital invested

Capital invested by funds: $12.2B → $12.2B (+$76.4M)

0.75% less ownership

Funds ownership: 79.9%79.15% (-0.75%)

Holders
650
Holders Change
+24
Holders Change %
+3.83%
% of All Funds
8.56%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
0.67%
New
76
Increased
241
Reduced
212
Closed
43
Calls
$3.69M
Puts
Net Calls
+$3.69M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
226
Leavell Investment Management
Alabama
$2.84M +$2.52M +48,233 +947%
TFA
227
Tranquilli Financial Advisor
New Jersey
$2.74M +$2.68M +51,397 New
CJH
228
Christopher J. Hasenberg
Wisconsin
$2.7M +$2.65M +50,737 New
PWMG
229
Private Wealth Management Group
New Jersey
$2.65M +$481K +9,226 +23%
GDP
230
Great Diamond Partners
Maine
$2.64M +$11.4K +219 +0.4%
HA
231
Herold Advisors
New York
$2.63M +$363K +6,964 +16%
KWA
232
Kingswood Wealth Advisors
California
$2.59M +$490K +9,385 +24%
RMDI
233
R.M. Davis Inc
Maine
$2.55M -$175K -3,361 -7%
PFM
234
Phillips Financial Management
Indiana
$2.5M -$76.3K -1,463 -3%
TC
235
TAGStone Capital
North Carolina
$2.47M +$19K +364 +0.8%
CMP
236
Courage Miller Partners
Virginia
$2.44M
BB
237
Busey Bank
Illinois
$2.43M -$90.2K -1,729 -4%
FPAS
238
Focus Partners Advisor Solutions
Missouri
$2.39M +$111K +2,127 +5%
FLPIM
239
F.L. Putnam Investment Management
Massachusetts
$2.34M -$1.05M -20,164 -31%
FWM
240
Forza Wealth Management
Florida
$2.34M -$110K -2,100 -5%
IFA
241
Interactive Financial Advisors
Illinois
$2.33M -$13.9K -267 -0.6%
JWCA
242
J.W. Cole Advisors
Florida
$2.3M +$229K +4,397 +11%
ACM
243
Absolute Capital Management
Pennsylvania
$2.2M -$59.1K -1,133 -3%
BP
244
Ballentine Partners
Massachusetts
$2.17M +$50.8K +974 +2%
TA
245
TFB Advisors
Kansas
$2.15M -$40.3K -773 -2%
FIM
246
Freedom Investment Management
Connecticut
$2.14M -$2.15M -41,211 -51%
CIA
247
Concurrent Investment Advisors
Florida
$2.14M +$143K +2,748 +7%
IWM
248
IHT Wealth Management
Illinois
$2.12M +$163K +3,122 +9%
BA
249
Bridgewater Advisors
New York
$2.1M -$45.5K -872 -2%
IDBONY
250
Israel Discount Bank of New York
New York
$2.03M +$34K +651 +2%

IGIB Hedge Fund Activity: Q2 2025 in Review

650 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q2 2025, worth a combined $12.2B — up 0.63% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IGIB positions and 43 closed out — a net gain of 33 holders — while 241 added to existing stakes and 212 trimmed.

The largest buyer was Charles Schwab, adding an estimated $54.4M. The largest seller was US Bancorp, cutting an estimated $256M.

  • 650 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q2 2025, up from 626 in Q1 2025.
  • Funds reported $12.2B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q2 2025, up 0.63% quarter-over-quarter.
  • 76 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 43 closed out, a net change of +33 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was Charles Schwab, an estimated $54.4M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q2 2025 was US Bancorp, an estimated $256M sold.

Based on aggregated 13F filings for Q2 2025.