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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
AG
301
Ascent Group
Virginia
$3.75M +$66.3K +1,269 +2%
AIA
302
Aventus Investment Advisors
Florida
$3.72M +$3.68M +70,533 New
BF
303
BOK Financial
Oklahoma
$3.66M +$48K +918 +1%
AC
304
Apella Capital
Connecticut
$3.62M -$167K -3,190 -4%
Jones Financial Companies
305
Jones Financial Companies
Missouri
$3.57M +$657K +12,573 +23%
Wealthfront Advisers
306
Wealthfront Advisers
California
$3.56M +$128K +2,459 +4%
IAG
307
Investment Advisory Group
Massachusetts
$3.42M +$400K +7,652 +13%
CFMC
308
Curbstone Financial Management Corp
New Hampshire
$3.37M -$28.7K -550 -0.9%
WF
309
Welch & Forbes
Massachusetts
$3.37M -$1.31K -25 -0%
RF
310
RHS Financial
California
$3.37M -$1.42M -27,211 -30%
JWCA
311
J.W. Cole Advisors
Florida
$3.28M +$2.53M +48,378 +352%
NG
312
Novem Group
New York
$3.27M +$84.3K +1,614 +3%
LBC
313
Lowe Brockenbrough & Co
Virginia
$3.25M -$70.3K -1,346 -2%
MPW
314
MASECO Private Wealth
$3.23M +$3.2M +61,318 New
RG
315
Rathbones Group
United Kingdom
$3.16M +$4.81K +92 +0.2%
IWA
316
IVC Wealth Advisors
Pennsylvania
$3.14M +$469K +8,977 +18%
BIA
317
Bigelow Investment Advisors
Maine
$3.14M +$200K +3,833 +7%
WCM
318
Washington Capital Management
Washington
$3.13M +$52.2K +1,000 +2%
RSWM
319
Robertson Stephens Wealth Management
California
$3.09M -$49.5K -948 -2%
WT
320
Whittier Trust
California
$3.09M -$30.4K -581 -1%
PAS
321
Park Avenue Securities
New York
$3.06M +$205K +3,928 +7%
FAIM
322
Financial Advocates Investment Management
Washington
$3.05M -$14.9M -284,920 -83%
BIS
323
BG Investment Services
Guam
$3.03M -$304K -5,826 -9%
NAG
324
Northstar Advisory Group
New Jersey
$2.97M +$28.3K +542 +1%
HCM
325
Hollencrest Capital Management
California
$2.95M -$22.9K -438 -0.8%

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.