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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
CWP
76
Cyndeo Wealth Partners
Florida
$18.1M +$1.47M +28,225 +9%
AWM
77
Ameliora Wealth Management
Switzerland
$18.1M +$882K +16,974 +5%
Legacy Financial Group (Iowa)
78
Legacy Financial Group (Iowa)
Iowa
$17.9M +$197K +3,794 +1%
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$17.7M
Osaic Holdings
80
Osaic Holdings
Arizona
$17.7M +$982K +18,910 +6%
AFG
81
Arkansas Financial Group
Arkansas
$16.3M -$2.87M -55,286 -15%
Deutsche Bank
82
Deutsche Bank
Germany
$16.3M
RC
83
Roundview Capital
New Jersey
$16.3M -$254K -4,891 -2%
SPC
84
Sigma Planning Corp
Michigan
$15.8M +$2.53M +48,793 +19%
MML Investors Services
85
MML Investors Services
Massachusetts
$15.3M +$2.39M +45,990 +19%
Mariner
86
Mariner
Kansas
$14.8M -$1.54M -29,649 -10%
PCG
87
Prosperity Consulting Group
Maryland
$14.7M +$743K +14,301 +5%
BHWM
88
Bar Harbor Wealth Management
New Hampshire
$14.5M -$292K -5,621 -2%
AAS
89
Avantax Advisory Services
Texas
$13.8M +$2.77M +53,291 +26%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$13.6M +$1.82M +35,131 +16%
WAS
91
WESPAC Advisors SoCal
California
$13.6M -$3.51M -67,520 -21%
SWP
92
Summit Wealth Partners
Florida
$13.5M +$345K +6,645 +3%
GGS
93
Galvin Gaustad & Stein
Arizona
$13.3M -$408K -7,848 -3%
ACM
94
Advisors Capital Management
New Jersey
$13.1M -$4.21M -81,055 -25%
HW
95
Hancock Whitney
Mississippi
$12.9M -$563K -10,842 -4%
Comerica Bank
96
Comerica Bank
Texas
$12.8M +$1.54M +29,712 +14%
GB
97
Gunma Bank
Japan
$12.6M
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$12.5M +$4.82M +92,702 +63%
ACA
99
Anchor Capital Advisors
Massachusetts
$12.4M -$327K -6,292 -3%
ST
100
Sabal Trust
Florida
$12.2M -$1.69M -32,453 -12%

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.