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iShares 5-10 Year Investment Grade Corporate Bond ETF

667 hedge funds and large institutions have $12.9B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 306 increasing their positions, 177 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 43

73% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 177

5% more capital invested

Capital invested by funds: $12.2B → $12.9B (+$651M)

4% more funds holding in top 10

Funds holding in top 10: 5153 (+2)

3% more funds holding

Funds holding: 650667 (+17)

0.85% less ownership

Funds ownership: 79.15%78.3% (-0.85%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $227K

Holders
667
Holders Change
+17
Holders Change %
+2.62%
% of All Funds
8.75%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.7%
New
79
Increased
306
Reduced
177
Closed
43
Calls
Puts
$227K
Net Calls
-$227K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
151
Betterment LLC
New York
$6.76M +$31.4K +587 +0.5%
IWA
152
Invera Wealth Advisors
Oregon
$6.76M +$1.34K +25 +0%
HWP
153
Highline Wealth Partners
California
$6.72M +$226K +4,231 +4%
DC
154
Darrow Company
Massachusetts
$6.68M +$196K +3,659 +3%
BCWM
155
Bartlett & Co Wealth Management
Ohio
$6.49M -$206K -3,846 -3%
HWAM
156
Hennion & Walsh Asset Management
New Jersey
$6.46M +$44.3K +829 +0.7%
IA
157
Integrity Alliance
Iowa
$6.4M +$6.33M +118,408 New
NMG
158
New Millennium Group
Utah
$6.37M +$6.3M +117,754 New
JC
159
JB Capital
Connecticut
$6.16M +$427K +7,975 +8%
GIM
160
Goelzer Investment Management
Indiana
$6.07M +$399K +7,452 +7%
MCM
161
MV Capital Management
Maryland
$6.02M +$148K +2,763 +3%
NGA
162
Naples Global Advisors
Florida
$6M +$484K +9,045 +9%
PIMG
163
Patriot Investment Management Group
Tennessee
$5.77M -$143K -2,666 -2%
Man Group
164
Man Group
United Kingdom
$5.75M +$5.69M +106,299 New
CCA
165
Checchi Capital Advisers
California
$5.71M -$50.2K -939 -0.9%
BMCM
166
Burns Matteson Capital Management
New York
$5.63M +$217K +4,053 +4%
HHRDM
167
H&H Retirement Design & Management
Nevada
$5.63M -$244K -4,569 -4%
FFA
168
Farther Finance Advisors
California
$5.47M +$125K +2,340 +2%
CI
169
Conning Inc
Connecticut
$5.45M
WA
170
Waverly Advisors
Alabama
$5.4M +$296K +5,543 +6%
KAS
171
Kestra Advisory Services
Texas
$5.4M -$288K -5,386 -5%
HCP
172
Holt Capital Partners
Texas
$5.34M +$303K +5,670 +6%
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$5.28M -$3.82M -71,341 -42%
TPW
174
Transatlantique Private Wealth
New York
$5.27M +$837K +15,642 +19%
SMI
175
Shelter Mutual Insurance
Missouri
$5.26M

IGIB Hedge Fund Activity: Q3 2025 in Review

667 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2025, worth a combined $12.9B — up 5.3% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IGIB positions and 43 closed out — a net gain of 36 holders — while 306 added to existing stakes and 177 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $127M. The largest seller was Japan Science & Technology Agency, exiting entirely with an estimated $234M sold.

  • 667 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2025, up from 650 in Q2 2025.
  • Funds reported $12.9B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2025, up 5.3% quarter-over-quarter.
  • 79 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 43 closed out, a net change of +36 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Financial Engines Advisors, an estimated $127M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2025 was Japan Science & Technology Agency, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2025.