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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
WFAG
326
Wescott Financial Advisory Group
Pennsylvania
$941K +$1.51K +29 +0.2%
NCM
327
Northwest Capital Management
Oregon
$931K -$285K -5,456 -24%
4WM
328
4J Wealth Management
Virginia
$923K -$61.5K -1,178 -6%
HCM
329
Hengehold Capital Management
Ohio
$908K +$26.8K +514 +3%
TPA
330
Trivium Point Advisory
Connecticut
$907K -$92K -1,762 -9%
SAS
331
Sage Advisory Services
Texas
$901K -$216K -4,131 -20%
HPM
332
Hudson Portfolio Management
New York
$900K -$282K -5,400 -24%
PCP
333
Panoramic Capital Partners
Oregon
$875K
HGA
334
Hobbs Group Advisors
South Carolina
$857K -$94.4K -1,809 -10%
MSS
335
Mitchell Sinkler & Starr
Pennsylvania
$856K +$107K +2,050 +15%
WSFS
336
Wilmington Savings Fund Society
Delaware
$853K -$1.84M -35,195 -69%
VC
337
Vicus Capital
Pennsylvania
$846K +$92.2K +1,767 +13%
HIS
338
Horizon Investment Services
Indiana
$835K -$66.5K -1,275 -8%
BF
339
Brucke Financial
Indiana
$808K +$45.3K +868 +6%
EWA
340
EP Wealth Advisors
California
$802K -$73.7K -1,412 -9%
SF
341
Synovus Financial
Georgia
$795K -$40.8K -781 -5%
GSEP
342
Golden State Equity Partners
California
$782K +$766K +14,670 New
BCM
343
Brookstone Capital Management
Illinois
$780K -$6.94K -133 -0.9%
NDBT
344
North Dallas Bank & Trust
Texas
$774K +$758K +14,525 New
AWP
345
Axis Wealth Partners
Rhode Island
$773K -$14.9K -285 -2%
PW
346
Paladin Wealth
Minnesota
$772K -$68.5K -1,312 -8%
GRP
347
Global Retirement Partners
California
$766K +$750K +14,380 New
SWP
348
Sagespring Wealth Partners
Tennessee
$748K +$19.7K +377 +3%
DC
349
Destiny Capital
Colorado
$746K -$55.8K -1,070 -7%
DSC
350
Duncker Streett & Co
Missouri
$743K

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.