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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

927 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 75 funds opening new positions, 351 increasing their positions, 349 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-4
Holders Change %
-0.43%
% of All Funds
12.43%
Holding in Top 10
72
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.49%
% of All Funds
0.97%
New
75
Increased
351
Reduced
349
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$346M
2
SAMU
SONA Asset Management (US)
New York
+$134M
3
EWA
EP Wealth Advisors
California
+$108M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$94.8M
5
KIM
Kestra Investment Management
Texas
+$60.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$294M
2
NI
NYL Investors
New York
-$257M
3
ACG
Arch Capital Group
Bermuda
-$67.1M
4
Ameriprise
Ameriprise
Minnesota
-$46.4M
5
Renaissance Technologies
Renaissance Technologies
New York
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
251
Roundview Capital
New Jersey
$5.23M +$20.9K +396 +0.4%
UB
252
UMB Bank
Missouri
$5.22M -$357K -6,768 -6%
MCP
253
Martin Capital Partners
Oregon
$5.21M +$2.25M +42,556 +76%
PAG
254
Private Advisor Group
New Jersey
$5.16M -$703K -13,328 -12%
IP
255
Investment Partners
Ohio
$5.15M +$493K +9,344 +11%
AWM
256
Axxcess Wealth Management
California
$5.04M +$3M +56,873 +147%
IAN
257
Integrated Advisors Network
Texas
$5.02M -$1.88M -35,651 -27%
PCA
258
Providence Capital Advisors
North Carolina
$4.99M +$109K +2,062 +2%
CGA
259
Crescent Grove Advisors
Illinois
$4.87M +$203K +3,841 +4%
TLP
260
Trinity Legacy Partners
Texas
$4.84M +$109K +2,085 +2%
KFP
261
KMG Fiduciary Partners
Ohio
$4.82M +$121K +2,289 +3%
JWBC
262
J.W. Burns & Co
New York
$4.7M +$322K +6,106 +7%
SC
263
SouthState Corp
Florida
$4.7M -$109K -2,073 -2%
GRP
264
Global Retirement Partners
California
$4.69M +$4.69M +88,801 New
AAS
265
Avantax Advisory Services
Texas
$4.67M -$293K -5,559 -6%
NFG
266
Nations Financial Group
Iowa
$4.64M +$663K +12,558 +17%
Corient Private Wealth
267
Corient Private Wealth
Florida
$4.63M -$2.73M -51,761 -37%
DAS
268
Diversify Advisory Services
Utah
$4.61M +$4.61M +87,446 New
GWM
269
Graybill Wealth Management
Illinois
$4.55M +$49.4K +936 +1%
SFG
270
SevenBridge Financial Group
Pennsylvania
$4.45M -$827K -15,679 -16%
William Blair & Company
271
William Blair & Company
Illinois
$4.45M -$220K -4,174 -5%
GWM
272
GSB Wealth Management
Connecticut
$4.44M +$139K +2,635 +3%
BSA
273
Bull Street Advisors
Georgia
$4.35M – – –
CA
274
CoreCap Advisors
Michigan
$4.31M +$342K +6,481 +9%
PWM
275
Pines Wealth Management
North Carolina
$4.31M -$426K -8,109 -9%
9 10
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