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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

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: 626 → 650 (+24)

2% more funds holding in top 10

Funds holding in top 10: 50 → 51 (+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

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$54.4M
2
HI
Horizon Investments
North Carolina
+$54.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$44.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.5M
5
AssetMark Inc
AssetMark Inc
California
+$41.1M

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$256M
2
PP
Prudential plc
United Kingdom
-$83.8M
3
Jane Street
Jane Street
New York
-$38.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$37M
5
SA
Scarborough Advisors
Maryland
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
476
Wealthcare Advisory Partners
Pennsylvania
$265K -$22.3K -428 -8%
LF
477
Lee Financial
Texas
$264K – – –
HI
478
Harbour Investments
Wisconsin
$263K +$126K +2,419 +96%
MM
479
Meridian Management
Arkansas
$262K – – –
RW
480
Rede Wealth
Virginia
$262K +$313 +6 +0.1%
BB
481
Berkshire Bank
Massachusetts
$259K – – –
BJL
482
Brighton Jones LLC
Washington
$255K +$250K +4,794 New
CNBOF
483
City National Bank of Florida
Florida
$249K – – –
SW
484
Simplicity Wealth
New Jersey
$249K – – –
LA
485
Lifeworks Advisors
Michigan
$246K +$241K +4,622 New
AA
486
Apriem Advisors
California
$246K +$261 +5 +0.1%
AC
487
Apella Capital
Connecticut
$244K +$6.73K +129 +3%
KA
488
Kovack Advisors
Florida
$244K +$239K +4,573 New
GCA
489
Gradient Capital Advisors
California
$241K – – –
PG
490
Prostatis Group
Maryland
$240K +$235K +4,505 New
BBWP
491
Beacon Bridge Wealth Partners
Pennsylvania
$240K -$644K -12,344 -73%
Pathstone Holdings
492
Pathstone Holdings
New Jersey
$240K +$235K +4,502 New
NWA
493
New World Advisors
Massachusetts
$240K +$9.13K +175 +4%
PIA
494
Panoramic Investment Advisors
Colorado
$238K -$7.88K -151 -3%
WDC
495
Woodward Diversified Capital
California
$238K +$233K +4,460 New
YDMI
496
Y.D. More Investments
Israel
$236K +$170K +3,250 +271%
AUB
497
Atlantic Union Bankshares
Virginia
$234K +$229K +4,392 New
PFA
498
Pure Financial Advisors
California
$232K +$227K +4,359 New
SCA
499
Snowden Capital Advisors
New York
$232K -$4.7K -90 -2%
ET
500
Equitable Trust
Tennessee
$231K +$226K +4,335 New
18 19
20
21 22

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.