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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
FCM
376
Fortis Capital Management
Washington
$594K +$4.42K +85 +0.8%
NAM
377
NTV Asset Management
West Virginia
$588K -$51.9K -1,000 -8%
BSB
378
Bangor Savings Bank
Maine
$579K -$277K -5,329 -33%
FSC
379
Full Sail Capital
Oklahoma
$578K +$1.82K +35 +0.3%
SB
380
Simmons Bank
Arkansas
$561K -$1.3K -25 -0.2%
EH
381
Equitable Holdings
New York
$558K +$200K +3,853 +57%
BCA
382
Bay Colony Advisors
Massachusetts
$558K -$38.4K -740 -7%
P
383
&Partners
Tennessee
$549K -$48.3K -930 -8%
FWA
384
FOCUS Wealth Advisors
Texas
$548K
LWA
385
Lineweaver Wealth Advisors
Ohio
$545K -$24.7K -475 -4%
BPW
386
Bingham Private Wealth
California
$541K -$5.09K -98 -0.9%
VFPW
387
Vantage Financial Partners (Wisconsin)
Wisconsin
$540K -$94.8K -1,825 -15%
WTC
388
WhitTier Trust Company
Nevada
$539K +$176K +3,391 +49%
AWM
389
Avior Wealth Management
Nebraska
$537K +$98.9K +1,904 +23%
WS
390
Wedbush Securities
California
$525K +$66.7K +1,284 +15%
BCM
391
Bourgeon Capital Management
Connecticut
$518K +$97.7K +1,881 +24%
AF
392
Advisornet Financial
Minnesota
$517K -$108K -2,084 -17%
AWM
393
Axxcess Wealth Management
California
$514K +$276K +5,311 +118%
MFS
394
Mattson Financial Services
Michigan
$509K -$2.54M -48,833 -83%
AWM
395
Apollon Wealth Management
South Carolina
$500K -$18.3K -352 -4%
HP
396
Hilltop Partners
Indiana
$499K -$48.1K -926 -9%
PTC
397
Private Trust Company
Ohio
$497K +$34.1K +657 +7%
VCA
398
Verdence Capital Advisors
Maryland
$491K +$12.1K +232 +3%
WAS
399
Wealth Advisory Solutions
Indiana
$482K -$4.42K -85 -0.9%
KAS
400
KPP Advisory Services
Kentucky
$474K +$3.22K +62 +0.7%

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.