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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
FWP
626
FAS Wealth Partners
Kansas
$841
CWA
627
Carolina Wealth Advisors
South Carolina
$578
LFG
628
Larson Financial Group
Missouri
$578
DWM
629
Darwin Wealth Management
Florida
$360
CVM
630
Cheviot Value Management
California
$104 +$104 +2 New
AWM
631
Atticus Wealth Management
Florida
$1
CMA
632
Cedar Mountain Advisors
Oregon
$1
RWP
633
RWA Wealth Partners
Massachusetts
-$10.7M -208,042 Closed
EP
634
Essential Planning
New Hampshire
-$2.85M -54,156 Closed
NRI
635
NFP Retirement Inc
California
-$2.78M -54,045 Closed
SGI
636
Summit Global Investments
Utah
-$2.29M -44,351 Closed
RSF
637
Rik Saylor Financial
Ohio
-$2.19M -42,590 Closed
RL
638
Retireful LLC
Michigan
-$1.87M -36,274 Closed
PAS
639
Park Avenue Securities
New York
-$1.23M -23,780 Closed
BP
640
BNP Paribas
France
-$1.21M -23,504 Closed
GSEP
641
Golden State Equity Partners
California
-$898K -17,428 Closed
NCFG
642
New Century Financial Group
New Jersey
-$632K -12,284 Closed
CFGS
643
Concourse Financial Group Securities
Alabama
-$582K -11,279 Closed
AFW
644
Avantra Family Wealth
Pennsylvania
-$528K -10,246 Closed
ClearBridge Investments
645
ClearBridge Investments
New York
-$367K -7,125 Closed
BFA
646
Bragg Financial Advisors
North Carolina
-$361K -7,016 Closed
BAM
647
Belpointe Asset Management
Nevada
-$353K -6,664 Closed
MPW
648
Magnolia Private Wealth
Pennsylvania
-$316K -6,128 Closed
RC
649
Rareview Capital
Nevada
-$313K -5,821 Closed
AWA
650
Acorn Wealth Advisors
Michigan
-$260K -5,041 Closed

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.