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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
CAG
651
Crestwood Advisors Group
Massachusetts
-$253K -4,910 Closed
PA
652
PFG Advisors
Arizona
-$248K -4,809 Closed
SWA
653
Sax Wealth Advisors
New Jersey
-$220K -4,273 Closed
CFP
654
Cypress Financial Planning
New Jersey
-$207K -4,010 Closed
FIA
655
Foundations Investment Advisors
Arizona
-$206K -4,006 Closed
TW
656
Trajan Wealth
Arizona
-$202K -3,922 Closed
KIM
657
Kestra Investment Management
Texas
-$106K -2,051 Closed
PFT
658
Providence First Trust
Arizona
-$103K -2,009 Closed
SAM
659
S.A. Mason
Michigan
-$88.1K -1,710 Closed
SC
660
SouthState Corp
Florida
-$62.8K -1,220 Closed
VWM
661
Venturi Wealth Management
Texas
-$31.8K -618 Closed
EW
662
Element Wealth
Mississippi
-$27.2K -528 Closed
WA
663
WestEnd Advisors
North Carolina
-$26.9K -523 Closed
HCA
664
Heck Capital Advisors
Wisconsin
-$24.4K -473 Closed
CSC
665
Caldwell Sutter Capital
California
-$22.4K -435 Closed
MRP
666
Measured Risk Portfolios
California
-$15.1K -294 Closed
POIA
667
Pin Oak Investment Advisors
Texas
-$16K -290 Closed
FWM
668
FSA Wealth Management
Massachusetts
-$13.3K -258 Closed
CAS
669
Coppell Advisory Solutions
Texas
-$13K -251 Closed
WWMSC
670
Wagner Wealth Management (South Carolina)
South Carolina
-$11.3K -219 Closed
SAM
671
Synergy Asset Management
Washington
-$10.9K -203 Closed
BOJHT
672
Bank of Jackson Hole Trust
Wyoming
-$9.79K -190 Closed
HNW
673
High Note Wealth
Minnesota
-$3.14K -61 Closed
AIM
674
Astor Investment Management
Illinois
-$3.09K -60 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.