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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
AIM
26
Acropolis Investment Management
Missouri
$100M +$3.67M +70,294 +4%
Franklin Resources
27
Franklin Resources
California
$91M +$405K +7,759 +0.5%
KFAA
28
Klaas Financial Asset Advisors
Illinois
$83M +$1.19M +22,710 +1%
TPCW
29
TD Private Client Wealth
New York
$77.2M +$8.29M +158,812 +12%
Stifel Financial
30
Stifel Financial
Missouri
$77.1M -$107K -2,052 -0.1%
GG
31
Greenwood Gearhart
Arkansas
$76.2M -$7.14M -136,731 -9%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72.2M +$1.65M +31,681 +2%
COCM
33
Charter Oak Capital Management
New Hampshire
$68.5M +$5.41M +103,737 +9%
HTC
34
Haverford Trust Company
Pennsylvania
$66.1M +$795K +15,231 +1%
KeyBank National Association
35
KeyBank National Association
Ohio
$57.3M -$703K -13,462 -1%
HI
36
Horizon Investments
North Carolina
$55M +$54.3M +1,039,652 +4,158,608%
Truist Financial
37
Truist Financial
North Carolina
$52.6M -$1.84M -35,208 -3%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$52.1M +$5.55M +106,418 +12%
AIA
39
Ally Invest Advisors
North Carolina
$51.2M +$748K +14,341 +2%
MCM
40
MAI Capital Management
Ohio
$43.9M +$3.67M +70,275 +9%
DWM
41
Dakota Wealth Management
Florida
$43.6M +$10.6M +202,309 +33%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$41.5M +$7.52M +144,140 +23%
DW
43
Dodds Wealth
Colorado
$41.2M +$899K +17,225 +2%
FFM
44
Flagstone Financial Management
Nebraska
$37.7M +$2.41M +46,186 +7%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$37.5M +$12.3M +235,048 +50%
Osaic Holdings
46
Osaic Holdings
Arizona
$36.8M +$18.7M +357,593 +106%
MWA
47
MFA Wealth Advisors
Pennsylvania
$36.7M +$5M +95,762 +16%
State Farm Mutual Automobile Insurance
48
State Farm Mutual Automobile Insurance
Illinois
$36.2M
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$35.5M +$5.81M +111,306 +20%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$34.9M +$7.79M +149,348 +30%

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.