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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.02B +$36.7M +706,285 +1%
PP
2
Prudential plc
United Kingdom
$555M +$140M +2,702,814 +34%
Charles Schwab
3
Charles Schwab
California
$539M -$5.09M -97,969 -0.9%
Northern Trust
4
Northern Trust
Illinois
$501M +$38.5M +741,979 +8%
US Bancorp
5
US Bancorp
Minnesota
$393M +$5.66M +109,047 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$314M +$22.4M +430,980 +8%
BlackRock
7
BlackRock
New York
$301M -$1.22M -23,471 -0.4%
AssetMark Inc
8
AssetMark Inc
California
$300M +$43.1M +830,535 +17%
Bank of America
9
Bank of America
North Carolina
$277M -$75.4M -1,452,300 -22%
JSTA
10
Japan Science & Technology Agency
Japan
$260M -$119M -2,281,448 -32%
Morgan Stanley
11
Morgan Stanley
New York
$260M -$1.18M -22,682 -0.5%
OCM
12
One Capital Management
California
$240M +$692K +13,325 +0.3%
Wells Fargo
13
Wells Fargo
California
$232M +$24M +461,676 +12%
Ameriprise
14
Ameriprise
Minnesota
$203M -$21.6M -416,549 -10%
UBS Group
15
UBS Group
Switzerland
$197M +$5.95M +114,472 +3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$197M +$120M +2,314,387 +161%
MMI
17
Matson Money Inc
Ohio
$175M -$1.01M -19,491 -0.6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$160M +$1.01M +19,501 +0.6%
AC
19
Allstate Corporation
Illinois
$159M +$14.9M +285,912 +10%
Raymond James Financial
20
Raymond James Financial
Florida
$147M +$25M +481,257 +21%
Goldman Sachs
21
Goldman Sachs
New York
$114M +$34.2M +659,244 +44%
UCFA
22
United Capital Financial Advisors
Texas
$108M +$593K +11,419 +0.6%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$105M +$1.21M +23,347 +1%
LPL Financial
24
LPL Financial
California
$100M +$15.1M +289,875 +18%
AIM
25
Acropolis Investment Management
Missouri
$95.1M +$535K +10,298 +0.6%

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.