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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.07B -$913K -17,492 -0%
Charles Schwab
2
Charles Schwab
California
$602M +$54.4M +1,042,723 +10%
Northern Trust
3
Northern Trust
Illinois
$521M +$12.7M +242,545 +3%
PP
4
Prudential plc
United Kingdom
$477M -$83.8M -1,606,347 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$362M +$42.5M +814,717 +14%
AssetMark Inc
6
AssetMark Inc
California
$347M +$41.1M +788,521 +14%
BlackRock
7
BlackRock
New York
$305M -$808K -15,483 -0.3%
Morgan Stanley
8
Morgan Stanley
New York
$274M +$10.1M +193,608 +4%
Bank of America
9
Bank of America
North Carolina
$272M -$9.09M -174,266 -3%
OCM
10
One Capital Management
California
$241M -$1.88M -36,096 -0.8%
Wells Fargo
11
Wells Fargo
California
$240M +$3.84M +73,572 +2%
JSTA
12
Japan Science & Technology Agency
Japan
$234M -$29M -556,000 -11%
UBS Group
13
UBS Group
Switzerland
$205M +$4.68M +89,691 +2%
Ameriprise
14
Ameriprise
Minnesota
$204M -$1.86M -35,649 -0.9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$196M -$4.19M -80,232 -2%
MMI
16
Matson Money Inc
Ohio
$176M -$825K -15,813 -0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$163M +$668K +12,795 +0.4%
Raymond James Financial
18
Raymond James Financial
Florida
$150M +$444K +8,503 +0.3%
US Bancorp
19
US Bancorp
Minnesota
$137M -$256M -4,911,546 -66%
AC
20
Allstate Corporation
Illinois
$134M -$26.2M -502,288 -17%
LPL Financial
21
LPL Financial
California
$130M +$27.5M +527,683 +28%
UCFA
22
United Capital Financial Advisors
Texas
$105M -$4.46M -85,447 -4%
Goldman Sachs
23
Goldman Sachs
New York
$105M -$10.4M -199,466 -9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$103M +$44.6M +853,759 +80%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$100M -$5.94M -113,825 -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.