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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
R
126
Rebalance
California
$8.23M -$1.02M -19,663 -11%
DC
127
Davenport & Co
Virginia
$8.01M +$391K +7,528 +5%
MA
128
Mutual Advisors
Nebraska
$7.87M +$230K +4,419 +3%
TFA
129
TPG Financial Advisors
Oregon
$7.85M -$11.4M -218,821 -59%
TF
130
Theory Financial
Colorado
$7.52M +$117K +2,251 +2%
AFG
131
Atomi Financial Group
New York
$7.49M -$194K -3,740 -3%
Citigroup
132
Citigroup
New York
$7.4M +$156K +3,009 +2%
SI
133
Stephens Inc
Arkansas
$7.37M -$477K -9,187 -6%
NA
134
NewEdge Advisors
Louisiana
$7.28M +$36.2K +696 +0.5%
HWP
135
Highline Wealth Partners
California
$7.21M -$815K -15,684 -10%
LG
136
Leuthold Group
Minnesota
$7.18M -$9.56M -184,053 -57%
MWM
137
Mittelman Wealth Management
Massachusetts
$7.07M +$117K +2,250 +2%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$7.05M +$6.97M +134,224 New
Creative Planning
139
Creative Planning
Kansas
$6.93M -$327K -6,289 -5%
AIM
140
Aspen Investment Management
Michigan
$6.7M +$139K +2,667 +2%
CCA
141
Checchi Capital Advisers
California
$6.5M -$159K -3,058 -2%
DWM
142
Destination Wealth Management
California
$6.32M +$428K +8,244 +7%
BCWM
143
Bartlett & Co Wealth Management
Ohio
$6.28M -$215K -4,131 -3%
DLCIG
144
D.L. Carlson Investment Group
New Hampshire
$6.08M -$290K -5,582 -5%
AC
145
Asio Capital
Kentucky
$6.03M -$41.7K -802 -0.7%
AWS
146
Atria Wealth Solutions
New York
$6.01M -$1.39M -26,791 -19%
DC
147
Darrow Company
Massachusetts
$6M +$168K +3,239 +3%
WA
148
Wealthstar Advisors
Texas
$5.87M -$38K -732 -0.7%
PIMG
149
Patriot Investment Management Group
Tennessee
$5.85M +$196K +3,770 +4%
HWAM
150
Hennion & Walsh Asset Management
New Jersey
$5.81M +$126K +2,428 +2%

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.