We are live on ! Find out more
IGIB icon

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
PWP
176
Prasad Wealth Partners
Ohio
$4.57M +$224K +4,317 +5%
AFWM
177
AMJ Financial Wealth Management
Virginia
$4.49M +$4.44M +85,576 New
BCG
178
Breakwater Capital Group
New Jersey
$4.46M -$53.1K -1,022 -1%
CSB
179
City State Bank
Iowa
$4.45M +$143K +2,750 +3%
CA
180
CoreCap Advisors
Michigan
$4.41M +$757K +14,565 +21%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$4.34M -$52 -1 -0%
WA
182
Waverly Advisors
Alabama
$4.29M +$133K +2,564 +3%
FIM
183
Freedom Investment Management
Connecticut
$4.27M -$116K -2,227 -3%
BS
184
Banco Santander
Spain
$4.24M +$2.79M +53,801 +199%
SAG
185
SageView Advisory Group
California
$4.22M -$405K -7,794 -9%
SSWM
186
Smith Salley Wealth Management
North Carolina
$4.19M +$37.1K +714 +0.9%
TPW
187
Transatlantique Private Wealth
New York
$4.17M +$377K +7,262 +10%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$4.07M -$612K -11,785 -13%
JIR
189
James Investment Research
Ohio
$4.01M -$42.2K -813 -1%
SAM
190
Strive Asset Management
Ohio
$4.01M +$1.41M +27,056 +55%
Capstone Investment Advisors
191
Capstone Investment Advisors
New York
$3.97M +$3.93M +75,601 New
PSCM
192
Per Stirling Capital Management
Texas
$3.91M +$659K +12,690 +21%
SIM
193
Stratos Investment Management
Ohio
$3.88M +$173K +3,327 +5%
WCWM
194
Wooster Corthell Wealth Management
Connecticut
$3.87M -$26K -501 -0.7%
CFAM
195
Center For Asset Management
Florida
$3.84M +$706K +13,589 +23%
UB
196
UMB Bank
Missouri
$3.81M -$302K -5,822 -7%
KWM
197
Kingsview Wealth Management
Oregon
$3.73M +$119K +2,285 +3%
FAM
198
Forte Asset Management
New York
$3.7M -$213K -4,096 -6%
MPM
199
Meritage Portfolio Management
Kansas
$3.68M -$288K -5,537 -7%
IFG
200
Independent Financial Group
California
$3.61M +$95.9K +1,847 +3%

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.