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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
DADC
101
D.A. Davidson & Co
Montana
$11.8M +$1.97M +37,749 +21%
PCIA
102
Prime Capital Investment Advisors
Kansas
$11.4M -$22.8M -437,588 -67%
Lido Advisors
103
Lido Advisors
California
$11.2M +$8.46M +162,033 +337%
B
104
Bailard
California
$10.9M +$1.49M +28,547 +16%
SPIA
105
Steward Partners Investment Advisory
New York
$10.7M +$1.25M +23,905 +14%
CT
106
Caldwell Trust
Florida
$10.5M +$823K +15,762 +9%
CPSC
107
Carl P. Sherr & Co
Massachusetts
$10.3M -$298K -5,703 -3%
DLCIG
108
D.L. Carlson Investment Group
New Hampshire
$10.3M +$4.01M +76,923 +66%
WIA
109
World Investment Advisors
California
$10.1M -$173K -3,323 -2%
AWA
110
Adapt Wealth Advisors
Georgia
$10.1M +$250K +4,789 +3%
MFG
111
Mendota Financial Group
Wisconsin
$10.1M +$861K +16,503 +10%
PF
112
Phoenix Financial
Israel
$10.1M -$88.6K -1,698 -0.9%
LSIA
113
LaSalle St. Investment Advisors
Illinois
$10M -$315K -6,036 -3%
WAS
114
WESPAC Advisors SoCal
California
$9.98M -$3.73M -71,481 -28%
CPIG
115
Chicago Partners Investment Group
Illinois
$9.9M -$1.42M -27,206 -13%
CGFA
116
Colton Groome Financial Advisors
North Carolina
$9.83M +$1.22M +23,392 +15%
AFG
117
Atomi Financial Group
New York
$9.82M +$2.18M +41,707 +29%
BFC
118
Blue Fin Capital
Rhode Island
$9.66M +$413K +7,913 +5%
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$9.6M -$3.06M -58,626 -25%
JE
120
JMAC Enterprises
Pennsylvania
$9.59M +$964K +18,468 +11%
MWM
121
Modern Wealth Management
Kansas
$9.49M +$9.3M +178,163 New
SB
122
Semitam Bonam
New York
$9.45M +$9.25M +177,329 New
AC
123
Asio Capital
Kentucky
$9.4M +$3.21M +61,501 +54%
TFA
124
TPG Financial Advisors
Oregon
$9.3M +$1.3M +24,983 +17%
MA
125
Mutual Advisors
Nebraska
$9.29M +$1.28M +24,505 +16%

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.