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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
CA
176
CoreCap Advisors
Michigan
$4.81M +$333K +6,378 +8%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$4.81M +$667K +12,779 +16%
LFASL
178
Lugano Financial Advisors SA (LFA)
Switzerland
$4.66M -$32.5K -623 -0.7%
BCG
179
Breakwater Capital Group
New Jersey
$4.61M +$85K +1,628 +2%
CSB
180
City State Bank
Iowa
$4.59M +$70.5K +1,350 +2%
OAM
181
Oppenheimer Asset Management
New York
$4.55M -$213K -4,078 -5%
PWP
182
Prasad Wealth Partners
Ohio
$4.52M -$118K -2,256 -3%
FA
183
FDx Advisors
Illinois
$4.47M -$727K -13,932 -14%
BS
184
Banco Santander
Spain
$4.45M +$142K +2,726 +3%
IFG
185
Independent Financial Group
California
$4.39M +$715K +13,709 +20%
SAG
186
SageView Advisory Group
California
$4.37M +$107K +2,050 +3%
TPW
187
Transatlantique Private Wealth
New York
$4.36M +$123K +2,354 +3%
PBO
188
Peoples Bank (Ohio)
Ohio
$4.36M -$598K -11,462 -12%
RWP
189
RWA Wealth Partners
Massachusetts
$4.22M +$4.13M +79,234 New
WA
190
Wealthstar Advisors
Texas
$4.15M -$1.76M -33,806 -30%
JIR
191
James Investment Research
Ohio
$4.06M -$10.8K -207 -0.3%
SIM
192
Stratos Investment Management
Ohio
$4.06M +$115K +2,208 +3%
SAM
193
Smartleaf Asset Management
Massachusetts
$4.04M +$483K +9,251 +14%
VT
194
Vise Technologies
New York
$4.03M +$3.95M +75,638 New
PSCM
195
Per Stirling Capital Management
Texas
$3.86M -$104K -1,999 -3%
Fisher Asset Management
196
Fisher Asset Management
Washington
$3.82M -$900K -17,241 -19%
WCWM
197
Wooster Corthell Wealth Management
Connecticut
$3.78M -$140K -2,686 -4%
KWM
198
Kingsview Wealth Management
Oregon
$3.76M -$23.4K -449 -0.6%
Kayne Anderson Rudnick Investment Management
199
Kayne Anderson Rudnick Investment Management
California
$3.76M +$362K +6,930 +11%
MWAM
200
Manhattan West Asset Management
California
$3.72M +$205K +3,929 +6%

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.