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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
KAS
151
Kestra Advisory Services
Texas
$5.74M +$5.3K +102 +0.1%
MCM
152
MV Capital Management
Maryland
$5.67M +$1.28M +24,568 +29%
IWA
153
Invera Wealth Advisors
Oregon
$5.59M +$5.53M +106,463 New
GIM
154
Goelzer Investment Management
Indiana
$5.44M +$50.4K +970 +0.9%
Betterment LLC
155
Betterment LLC
New York
$5.37M +$2.13M +41,040 +67%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$5.3M -$48K -925 -0.9%
CI
157
Conning Inc
Connecticut
$5.29M +$5.23M +100,754 New
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$5.24M +$1.94M +37,335 +60%
SWG
159
Summit Wealth Group
Vermont
$5.22M +$58.1K +1,119 +1%
OC
160
Oppenheimer & Co
New York
$5.2M +$2.04M +39,211 +66%
NGA
161
Naples Global Advisors
Florida
$5.14M +$759K +14,604 +18%
FA
162
FDx Advisors
Illinois
$5.14M -$269K -5,182 -5%
JC
163
JB Capital
Connecticut
$5.11M +$139K +2,668 +3%
SMI
164
Shelter Mutual Insurance
Missouri
$5.1M
HHRDM
165
H&H Retirement Design & Management
Nevada
$5.1M -$164K -3,160 -3%
RFS
166
Retirement Financial Solutions
Tennessee
$5.02M +$831K +16,003 +20%
PBO
167
Peoples Bank (Ohio)
Ohio
$4.9M -$21.1K -406 -0.4%
HCP
168
Holt Capital Partners
Texas
$4.84M +$52.4K +1,009 +1%
FFA
169
Farther Finance Advisors
California
$4.72M +$3.78M +72,805 +421%
OAM
170
Oppenheimer Asset Management
New York
$4.7M +$15K +288 +0.3%
Fisher Asset Management
171
Fisher Asset Management
Washington
$4.67M -$814K -15,675 -15%
LFASL
172
Lugano Financial Advisors SA (LFA)
Switzerland
$4.66M +$314K +6,053 +7%
VHAM
173
Van Hulzen Asset Management
California
$4.66M -$56K -1,079 -1%
VW
174
Veridan Wealth
Oregon
$4.65M +$94.7K +1,823 +2%
OMC
175
Old Mission Capital
Illinois
$4.62M +$4.04M +77,811 +766%

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.