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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
TCM
51
Thoma Capital Management
Maryland
$32.8M +$2.39M +45,789 +8%
NRI
52
NFP Retirement Inc
California
$32.4M +$31.7M +608,097 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$31.6M -$5.25M -100,552 -14%
PMG
54
ProVise Management Group
Florida
$30.1M -$349K -6,680 -1%
FT
55
Fiduciary Trust
Massachusetts
$29.7M +$1.19M +22,805 +4%
PJSIMP
56
P.J. Schmidt Investment Management (PJS)
Wisconsin
$28M +$1.61M +30,922 +6%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$27.4M +$621K +11,896 +2%
GL
58
Graypoint LLC
New York
$25.6M +$11.2K +215 +0%
HW
59
Hancock Whitney
Mississippi
$24.1M +$10.8M +207,556 +85%
FPGK
60
Financial Partners Group (Kansas)
Kansas
$23.8M +$381K +7,292 +2%
AFI
61
American Family Investments
Wisconsin
$22.6M
GWM
62
GDS Wealth Management
Texas
$22.6M +$964K +18,464 +5%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$22.2M +$1.17M +22,492 +6%
GI
64
Gradient Investments
Minnesota
$21.7M -$348K -6,662 -2%
SC
65
Syon Capital
California
$20.4M -$589K -11,286 -3%
AWE
66
Avidian Wealth Enterprises
Texas
$19.8M +$969K +18,573 +5%
B
67
Birchbrook
Maine
$19.7M +$795K +15,238 +4%
BP
68
BCK Partners
New York
$19.3M +$178K +3,415 +0.9%
AWM
69
Ameliora Wealth Management
Switzerland
$18.6M +$263K +5,046 +1%
CWP
70
Cyndeo Wealth Partners
Florida
$18.5M +$175K +3,349 +1%
DIP
71
DT Investment Partners
Pennsylvania
$18.4M -$14.2K -272 -0.1%
Legacy Financial Group (Iowa)
72
Legacy Financial Group (Iowa)
Iowa
$18.3M +$122K +2,337 +0.7%
PG
73
Proffitt & Goodson
Tennessee
$18.1M -$729K -13,973 -4%
SWG
74
Summit Wealth Group
Vermont
$18.1M +$12.5M +239,992 +241%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$18M

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.