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iShares 1-5 Year Investment Grade Corporate Bond ETF

944 hedge funds and large institutions have $16.5B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 358 increasing their positions, 351 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 64

2.29% more ownership

Funds ownership: 74.05%76.34% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 351

1% more capital invested

Capital invested by funds: $16.4B → $16.5B (+$163M)

0% more funds holding

Funds holding: 942944 (+2)

6% less funds holding in top 10

Funds holding in top 10: 7974 (-5)

Holders
944
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
12.43%
Holding in Top 10
74
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.33%
% of All Funds
0.97%
New
78
Increased
358
Reduced
351
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
226
Diversify Wealth Management
Utah
$6.84M +$266K +5,097 +4%
JFL
227
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.8M
NSG
228
Nalls Sherbakoff Group
Tennessee
$6.75M +$145K +2,783 +2%
NA
229
NewEdge Advisors
Louisiana
$6.74M +$776K +14,855 +13%
SB
230
Semitam Bonam
New York
$6.7M +$6.63M +126,976 New
CISOA
231
Capital Investment Services of America
Wisconsin
$6.66M -$151K -2,892 -2%
TWP
232
Total Wealth Planning
Ohio
$6.65M -$658K -12,602 -9%
RFC
233
Regions Financial Corp
Alabama
$6.62M +$740K +14,158 +13%
RBWA
234
RFG - Bristol Wealth Advisors
Massachusetts
$6.59M +$857K +16,409 +15%
SA
235
Sanctuary Advisors
Indiana
$6.47M -$87.8K -1,681 -1%
WA
236
Wealthstar Advisors
Texas
$6.44M -$668K -12,777 -9%
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$6.42M -$4.23M -81,029 -40%
CICC
238
Capital Investment Counsel (Colorado)
Colorado
$6.3M +$359K +6,872 +6%
AWM
239
Ameliora Wealth Management
Switzerland
$6.3M +$5.82M +111,319 +1,391%
Marshall Wace
240
Marshall Wace
United Kingdom
$6.26M +$6.2M +118,592 New
CAMG
241
CWA Asset Management Group
Florida
$6.2M +$465K +8,895 +8%
MFG
242
Mendota Financial Group
Wisconsin
$6.16M +$830K +15,878 +16%
HCP
243
Holt Capital Partners
Texas
$6.15M -$470K -9,000 -7%
RCA
244
Resonant Capital Advisors
Wisconsin
$6.13M -$140K -2,682 -2%
AIM
245
Aspen Investment Management
Michigan
$6.12M +$543K +10,397 +10%
SPA
246
Shore Point Advisors
New Jersey
$5.71M +$205K +3,922 +4%
CCA
247
Catalyst Capital Advisors
New York
$5.63M
BFG
248
Beacon Financial Group
Texas
$5.55M -$246K -4,705 -4%
OWA
249
Outlook Wealth Advisors
Texas
$5.55M +$142K +2,723 +3%
DPI
250
Diversified Portfolios Inc
Michigan
$5.42M -$97.8K -1,872 -2%

IGSB Hedge Fund Activity: Q2 2025 in Review

944 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2025, worth a combined $16.5B — up 1% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IGSB positions and 64 closed out — a net gain of 14 holders — while 358 added to existing stakes and 351 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $343M. The largest seller was BlackRock, cutting an estimated $291M.

  • 944 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2025, up from 942 in Q1 2025.
  • Funds reported $16.5B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2025, up 1% quarter-over-quarter.
  • 78 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 64 closed out, a net change of +14 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was Fidelity Investments, an estimated $343M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2025 was BlackRock, an estimated $291M sold.

Based on aggregated 13F filings for Q2 2025.