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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
JSL
251
JT Stratford LLC
Georgia
$5.39M +$330K +6,315 +7%
PRS
252
Pinkerton Retirement Specialists
Idaho
$5.34M +$497K +9,522 +10%
ESL
253
Endurance Services Ltd
New York
$5.31M
YIA
254
YHB Investment Advisors
Connecticut
$5.24M +$723K +13,841 +16%
RC
255
Roundview Capital
New Jersey
$5.23M +$20.7K +396 +0.4%
UB
256
UMB Bank
Missouri
$5.22M -$354K -6,768 -6%
MCP
257
Martin Capital Partners
Oregon
$5.21M +$2.22M +42,556 +76%
PAG
258
Private Advisor Group
New Jersey
$5.16M -$696K -13,328 -12%
IP
259
Investment Partners
Ohio
$5.15M +$488K +9,344 +11%
AWM
260
Axxcess Wealth Management
California
$5.04M +$2.97M +56,873 +147%
IAN
261
Integrated Advisors Network
Texas
$5.02M -$1.86M -35,651 -27%
PCA
262
Providence Capital Advisors
North Carolina
$4.99M +$108K +2,062 +2%
CGA
263
Crescent Grove Advisors
Illinois
$4.87M +$201K +3,841 +4%
TLP
264
Trinity Legacy Partners
Texas
$4.84M +$109K +2,085 +2%
KFP
265
KMG Fiduciary Partners
Ohio
$4.82M +$120K +2,289 +3%
JWBC
266
J.W. Burns & Co
New York
$4.7M +$319K +6,106 +7%
SC
267
SouthState Corp
Florida
$4.7M -$108K -2,073 -2%
GRP
268
Global Retirement Partners
California
$4.69M +$4.64M +88,801 New
AAS
269
Avantax Advisory Services
Texas
$4.67M -$290K -5,559 -6%
NFG
270
Nations Financial Group
Iowa
$4.64M +$656K +12,558 +17%
Corient Private Wealth
271
Corient Private Wealth
Florida
$4.63M -$2.7M -51,759 -37%
DAS
272
Diversify Advisory Services
Utah
$4.61M +$4.57M +87,446 New
GWM
273
Graybill Wealth Management
Illinois
$4.55M +$48.9K +936 +1%
SFG
274
SevenBridge Financial Group
Pennsylvania
$4.45M -$819K -15,679 -16%
William Blair & Company
275
William Blair & Company
Illinois
$4.45M -$218K -4,174 -5%

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.