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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

667 hedge funds and large institutions have $12.9B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 306 increasing their positions, 177 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 43

73% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 177

5% more capital invested

Capital invested by funds: $12.2B → $12.9B (+$651M)

4% more funds holding in top 10

Funds holding in top 10: 51 → 53 (+2)

3% more funds holding

Funds holding: 650 → 667 (+17)

0.85% less ownership

Funds ownership: 79.15% → 78.3% (-0.85%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $227K

Holders
667
Holders Change
+17
Holders Change %
+2.62%
% of All Funds
8.75%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.7%
New
79
Increased
306
Reduced
177
Closed
43
Calls
–
Puts
$227K
Net Calls
-$227K
Net Calls Change
-$3.92M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$127M
2
Northern Trust
Northern Trust
Illinois
+$61.2M
3
AC
Allstate Corporation
Illinois
+$59.5M
4
HighTower Advisors
HighTower Advisors
Illinois
+$54.6M
5
Legal & General Group
Legal & General Group
United Kingdom
+$46.1M

Top Sellers

1
JSTA
Japan Science & Technology Agency
Japan
-$234M
2
US Bancorp
US Bancorp
Minnesota
-$75M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$53.7M
4
AFI
American Family Investments
Wisconsin
-$22.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$38.5M +$3.05M +57,093 +9%
NRI
52
NFP Retirement Inc
California
$38M +$5.06M +94,670 +16%
GI
53
Gradient Investments
Minnesota
$37.4M +$15.3M +285,488 +70%
TCM
54
Thoma Capital Management
Maryland
$36.8M +$3.55M +66,427 +11%
State Farm Mutual Automobile Insurance
55
State Farm Mutual Automobile Insurance
Illinois
$36.8M – – –
FT
56
Fiduciary Trust
Massachusetts
$35.1M +$4.92M +91,925 +17%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$33.9M +$6.07M +113,493 +22%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$33.5M +$1.4M +26,129 +4%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$31.6M +$14M +262,000 +81%
PMG
60
ProVise Management Group
Florida
$31.5M +$933K +17,450 +3%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$29M +$6.34M +118,488 +28%
PJSIMP
62
P.J. Schmidt Investment Management (PJS)
Wisconsin
$28M -$411K -7,678 -1%
SC
63
Syon Capital
California
$27.7M +$6.98M +130,500 +34%
FPGK
64
Financial Partners Group (Kansas)
Kansas
$25M +$832K +15,561 +3%
GWM
65
GDS Wealth Management
Texas
$24M +$965K +18,048 +4%
HW
66
Hancock Whitney
Mississippi
$23.8M -$678K -12,681 -3%
B
67
Birchbrook
Maine
$21.8M +$1.76M +32,876 +9%
DIP
68
DT Investment Partners
Pennsylvania
$20.9M +$2.22M +41,566 +12%
AWE
69
Avidian Wealth Enterprises
Texas
$20.6M +$466K +8,713 +2%
BDF
70
Black Diamond Financial
Maryland
$20.5M +$3.32M +62,117 +20%
BP
71
BCK Partners
New York
$20.3M +$665K +12,438 +3%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$20M +$2.8M +52,404 +17%
Lido Advisors
73
Lido Advisors
California
$19.1M +$7.63M +142,671 +68%
Legacy Financial Group (Iowa)
74
Legacy Financial Group (Iowa)
Iowa
$19M +$409K +7,639 +2%
SWG
75
Summit Wealth Group
Vermont
$18.9M +$521K +9,749 +3%
1 2
3
4 5

IGIB Hedge Fund Activity: Q3 2025 in Review

667 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2025, worth a combined $12.9B — up 5.3% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IGIB positions and 43 closed out — a net gain of 36 holders — while 306 added to existing stakes and 177 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $127M. The largest seller was Japan Science & Technology Agency, exiting entirely with an estimated $234M sold.

  • 667 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2025, up from 650 in Q2 2025.
  • Funds reported $12.9B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2025, up 5.3% quarter-over-quarter.
  • 79 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 43 closed out, a net change of +36 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Financial Engines Advisors, an estimated $127M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2025 was Japan Science & Technology Agency, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2025.