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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
Franklin Resources
26
Franklin Resources
California
$89.3M +$2.77M +53,319 +3%
GG
27
Greenwood Gearhart
Arkansas
$82.3M +$12.3M +237,097 +18%
KFAA
28
Klaas Financial Asset Advisors
Illinois
$80.6M +$1.1M +21,240 +1%
Stifel Financial
29
Stifel Financial
Missouri
$76.1M +$956K +18,397 +1%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.5M -$585K -11,259 -0.8%
TPCW
31
TD Private Client Wealth
New York
$67.8M +$8.96M +172,547 +15%
HTC
32
Haverford Trust Company
Pennsylvania
$64.4M +$2.44M +46,976 +4%
COCM
33
Charter Oak Capital Management
New Hampshire
$62M +$6.21M +119,627 +11%
KeyBank National Association
34
KeyBank National Association
Ohio
$57.2M -$5.71M -109,943 -9%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$56.2M -$37.9M -729,792 -41%
Truist Financial
36
Truist Financial
North Carolina
$53.7M -$12.2M -234,558 -19%
JP Morgan Chase
37
JP Morgan Chase
New York
$53.4M +$5.37M +103,449 +11%
AIA
38
Ally Invest Advisors
North Carolina
$49.7M +$983K +18,933 +2%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$45.7M -$11.9M -228,234 -21%
DW
40
Dodds Wealth
Colorado
$39.7M +$501K +9,649 +1%
MCM
41
MAI Capital Management
Ohio
$39.5M +$1.83M +35,162 +5%
Jane Street
42
Jane Street
New York
$38.4M +$24.4M +470,709 +180%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$36.4M +$1.73M +33,283 +5%
State Farm Mutual Automobile Insurance
44
State Farm Mutual Automobile Insurance
Illinois
$35.7M
FFM
45
Flagstone Financial Management
Nebraska
$34.7M +$1.71M +33,010 +5%
SA
46
Scarborough Advisors
Maryland
$34.3M +$1.36M +26,193 +4%
PCIA
47
Prime Capital Investment Advisors
Kansas
$34.2M +$23.4M +450,928 +225%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$33.5M +$10.4M +201,039 +46%
DWM
49
Dakota Wealth Management
Florida
$32.3M +$1.91M +36,762 +6%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$32M -$3.29M -63,417 -9%

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.