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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
Renaissance Technologies
101
Renaissance Technologies
New York
$11.6M +$11.5M +220,600 New
CPIG
102
Chicago Partners Investment Group
Illinois
$11.2M +$334K +6,431 +3%
CIP
103
Capital Insight Partners
Arizona
$10.5M +$99.8K +1,921 +1%
CPSC
104
Carl P. Sherr & Co
Massachusetts
$10.5M -$4.68M -90,124 -31%
GFG
105
Goldstone Financial Group
Illinois
$10.5M -$682K -13,131 -6%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$10.3M +$388K +7,471 +4%
LSIA
107
LaSalle St. Investment Advisors
Illinois
$10.2M -$513K -9,879 -5%
WIA
108
World Investment Advisors
California
$10.2M -$3.34M -64,262 -25%
PF
109
Phoenix Financial
Israel
$10M +$360K +6,940 +4%
FA
110
Freestate Advisors
Kansas
$9.87M -$3.47M -66,895 -26%
AWA
111
Adapt Wealth Advisors
Georgia
$9.72M +$897K +17,263 +10%
DADC
112
D.A. Davidson & Co
Montana
$9.61M +$389K +7,480 +4%
CT
113
Caldwell Trust
Florida
$9.56M +$848K +16,326 +10%
SPIA
114
Steward Partners Investment Advisory
New York
$9.25M +$544K +10,471 +6%
B
115
Bailard
California
$9.22M +$8.23M +158,377 +918%
BFC
116
Blue Fin Capital
Rhode Island
$9.11M +$925K +17,814 +11%
MFG
117
Mendota Financial Group
Wisconsin
$9.1M -$3.33M -64,111 -27%
NAAA
118
New Age Alpha Advisors
New York
$9.09M +$8.99M +172,996 New
HighTower Advisors
119
HighTower Advisors
Illinois
$9.04M +$1.42M +27,415 +19%
BWAM
120
Boyd Watterson Asset Management
Ohio
$8.88M -$12.7M -245,047 -59%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$8.84M -$521K -10,031 -6%
First Trust Advisors
122
First Trust Advisors
Illinois
$8.55M +$195K +3,752 +2%
JE
123
JMAC Enterprises
Pennsylvania
$8.48M -$28.6K -551 -0.3%
CGFA
124
Colton Groome Financial Advisors
North Carolina
$8.45M +$3.51M +67,601 +72%
PAG
125
Private Advisor Group
New Jersey
$8.39M +$1.3M +24,973 +19%

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.