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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
BCM
201
Becker Capital Management
Oregon
$3.71M +$178K +3,407 +5%
MPM
202
Meritage Portfolio Management
Kansas
$3.64M -$91.9K -1,761 -3%
APIM
203
Agate Pass Investment Management
Washington
$3.57M -$261 -5 -0%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$3.51M -$2.57M -49,243 -43%
DG
205
DMC Group
Alabama
$3.51M +$115K +2,204 +3%
FAM
206
Forte Asset Management
New York
$3.45M -$290K -5,564 -8%
CTA
207
Chesley Taft & Associates
Illinois
$3.41M +$133K +2,553 +4%
PF
208
PlanWiser Financial
Colorado
$3.23M +$2.07M +39,667 +187%
UB
209
UMB Bank
Missouri
$3.21M -$649K -12,431 -17%
SP
210
SWS Partners
Ohio
$3.21M -$9.91K -190 -0.3%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$3.2M +$573K +10,978 +22%
AWA
212
AmeriServ Wealth Advisors
Pennsylvania
$3.19M +$595K +11,403 +24%
RIG
213
RiverFront Investment Group
Virginia
$3.15M
SCM
214
SCS Capital Management
Massachusetts
$3.14M
SAM
215
Strive Asset Management
Ohio
$3.11M -$936K -17,937 -24%
AR
216
Advisory Research
Illinois
$3.08M
ANTB
217
AMG National Trust Bank
Colorado
$3.07M -$80.9K -1,550 -3%
CFAM
218
Center For Asset Management
Florida
$3.03M -$749K -14,345 -20%
BTI
219
Blue Trust Inc
Georgia
$2.98M -$127K -2,435 -4%
RWM
220
Revisor Wealth Management
Ohio
$2.96M -$172K -3,305 -6%
JFL
221
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.96M
ACA
222
Ackerman Capital Advisors
Texas
$2.95M -$483K -9,254 -14%
FA
223
Fiduciary Alliance
South Carolina
$2.95M +$2.64M +50,633 +1,093%
HPC
224
HM Payson & Co
Maine
$2.91M +$2.01M +38,550 +241%
Citadel Advisors
225
Citadel Advisors
Florida
$2.86M +$2.56M +49,018 +1,055%

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.