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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
Capstone Investment Advisors
76
Capstone Investment Advisors
New York
$17.8M +$13.5M +259,200 +343%
Sumitomo Mitsui Trust Group
77
Sumitomo Mitsui Trust Group
Japan
$17.2M -$5.88M -112,600 -26%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$16.9M +$3M +57,574 +22%
BDF
79
Black Diamond Financial
Maryland
$16.9M -$1.46M -27,903 -8%
AFG
80
Arkansas Financial Group
Arkansas
$16.6M -$369K -7,074 -2%
Deutsche Bank
81
Deutsche Bank
Germany
$16.5M
JP Morgan Chase
82
JP Morgan Chase
New York
$16.4M -$37M -708,400 -70%
RC
83
Roundview Capital
New Jersey
$16M -$434K -8,323 -3%
SPC
84
Sigma Planning Corp
Michigan
$15.9M -$201K -3,852 -1%
PCG
85
Prosperity Consulting Group
Maryland
$15.8M +$868K +16,636 +6%
MAM
86
Madison Asset Management
Wisconsin
$15.7M +$15.3M +294,042 New
Mariner
87
Mariner
Kansas
$15.5M +$512K +9,813 +3%
ACM
88
Advisors Capital Management
New Jersey
$15.4M +$2.1M +40,321 +16%
CLGM
89
Capitolis Liquid Global Markets
New York
$15.4M +$15.1M +289,300 New
AAS
90
Avantax Advisory Services
Texas
$14.6M +$662K +12,685 +5%
MML Investors Services
91
MML Investors Services
Massachusetts
$14.6M -$918K -17,585 -6%
BHWM
92
Bar Harbor Wealth Management
New Hampshire
$14.4M -$327K -6,266 -2%
GGS
93
Galvin Gaustad & Stein
Arizona
$14.2M +$721K +13,810 +5%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$14.1M -$17.9M -343,810 -56%
CM
95
Castleark Management
Illinois
$13.9M +$11.7M +225,030 +644%
SWP
96
Summit Wealth Partners
Florida
$13.6M -$113K -2,162 -0.8%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$13.4M +$2.85M +54,602 +28%
GB
98
Gunma Bank
Japan
$12.8M
Comerica Bank
99
Comerica Bank
Texas
$12.6M -$371K -7,113 -3%
ACA
100
Anchor Capital Advisors
Massachusetts
$12.2M -$321K -6,147 -3%

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.