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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
LI
626
LRI Investments
Florida
$5.59K – – –
CAM
627
Costello Asset Management
Pennsylvania
$5.33K – – –
CWM
628
Crowley Wealth Management
Delaware
$5.28K – – –
SC
629
Stephens Consulting
Michigan
$5.12K – – –
SIC
630
Salem Investment Counselors
North Carolina
$4.92K – – –
CA
631
Clearstead Advisors
Ohio
$4.8K – – –
QWM
632
Quaker Wealth Management
New Jersey
$4.74K +$4.64K +89 New
TCOT
633
Trust Company of Toledo
Ohio
$4.64K +$4.54K +87 New
CWM
634
Centricity Wealth Management
Ohio
$3.89K +$992 +19 +35%
SWIM
635
Smallwood Wealth Investment Management
New Jersey
$3.57K +$3.5K +67 New
GEA
636
Glen Eagle Advisors
New Jersey
$3.41K – – –
Q1WB
637
Quest 10 Wealth Builders
Virginia
$3.09K -$104 -2 -3%
AIC
638
Archer Investment Corporation
Indiana
$2.64K -$1.83K -35 -41%
ACM
639
Anfield Capital Management
California
$2.24K – – –
GWS
640
Glassman Wealth Services
Virginia
$2.08K +$2.04K +39 New
RS
641
Rakuten Securities
Japan
$2.02K +$1.98K +38 New
FGC
642
Financial Gravity Companies
Texas
$1.71K +$1.67K +32 New
AIM
643
Anchor Investment Management
South Carolina
$1.44K +$1.41K +27 New
AAG
644
Armstrong Advisory Group
Massachusetts
$1.44K +$1.41K +27 New
MHR
645
Matthew Hamilton Rosenberg
$1.39K – – –
CAM
646
Clarity Asset Management
Iowa
$1.07K – – –
PSFG
647
Park Square Financial Group
Georgia
$959 +$939 +18 New
CA
648
Crewe Advisors
Utah
$800 +$783 +15 New
CWA
649
Carolina Wealth Advisors
South Carolina
$586 – – –
LFG
650
Larson Financial Group
Missouri
$586 – – –
24 25
26
27 28

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.