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iShares 5-10 Year Investment Grade Corporate Bond ETF

667 hedge funds and large institutions have $12.9B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 306 increasing their positions, 177 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 43

73% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 177

5% more capital invested

Capital invested by funds: $12.2B → $12.9B (+$651M)

4% more funds holding in top 10

Funds holding in top 10: 5153 (+2)

3% more funds holding

Funds holding: 650667 (+17)

0.85% less ownership

Funds ownership: 79.15%78.3% (-0.85%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $227K

Holders
667
Holders Change
+17
Holders Change %
+2.62%
% of All Funds
8.75%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.7%
New
79
Increased
306
Reduced
177
Closed
43
Calls
Puts
$227K
Net Calls
-$227K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
351
Mattson Financial Services
Michigan
$796K +$299K +5,583 +61%
BCM
352
Brookstone Capital Management
Illinois
$796K +$4.55K +85 +0.6%
AIMU
353
Allianz Investment Management US
Minnesota
$790K -$267K -5,000 -26%
WS
354
Wedbush Securities
California
$772K +$196K +3,673 +35%
PPC
355
Park Place Capital
Alabama
$770K -$771K -14,409 -50%
DSC
356
Duncker Streett & Co
Missouri
$764K +$9.89K +185 +1%
RB
357
Renasant Bank
Mississippi
$758K -$609K -11,379 -45%
PA
358
Prossimo Advisors
California
$747K +$102K +1,905 +16%
JWM
359
JPL Wealth Management
Colorado
$735K +$28.1K +526 +4%
KPWS
360
Kestra Private Wealth Services
Texas
$735K +$172K +3,221 +31%
PWM
361
Perigon Wealth Management
California
$729K +$721K +13,474 New
AIP
362
Arrowpoint Investment Partners
Singapore
$725K +$717K +13,400 New
PFWA
363
Paces Ferry Wealth Advisors
Georgia
$719K +$11.6K +216 +2%
AWP
364
Axis Wealth Partners
Rhode Island
$713K -$71K -1,328 -9%
HPM
365
Hudson Portfolio Management
New York
$708K -$203K -3,800 -22%
HIIFS
366
Harel Insurance Investments & Financial Services
Israel
$696K -$56.6K -1,059 -8%
SAS
367
Sage Advisory Services
Texas
$695K -$217K -4,051 -24%
BWAM
368
Boyd Watterson Asset Management
Ohio
$688K +$41.5K +776 +6%
AWM
369
Adams Wealth Management
Utah
$688K -$11.9K -222 -2%
CI
370
CacheTech Inc
Utah
$688K -$11.9K -222 -2%
SAS
371
Stelac Advisory Services
New York
$688K -$386K -7,210 -36%
BCA
372
Bay Colony Advisors
Massachusetts
$683K +$107K +1,992 +19%
HPM
373
Hoxton Planning & Management
West Virginia
$665K -$7.65K -143 -1%
AG
374
Ascent Group
Virginia
$663K +$309K +5,769 +89%
BCM
375
Bourgeon Capital Management
Connecticut
$660K

IGIB Hedge Fund Activity: Q3 2025 in Review

667 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2025, worth a combined $12.9B — up 5.3% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IGIB positions and 43 closed out — a net gain of 36 holders — while 306 added to existing stakes and 177 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $127M. The largest seller was Japan Science & Technology Agency, exiting entirely with an estimated $234M sold.

  • 667 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2025, up from 650 in Q2 2025.
  • Funds reported $12.9B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2025, up 5.3% quarter-over-quarter.
  • 79 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 43 closed out, a net change of +36 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Financial Engines Advisors, an estimated $127M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2025 was Japan Science & Technology Agency, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2025.