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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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: 942 → 944 (+2)

6% less funds holding in top 10

Funds holding in top 10: 79 → 74 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$343M
2
SAMU
SONA Asset Management (US)
New York
+$132M
3
EWA
EP Wealth Advisors
California
+$107M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$93.9M
5
KIM
Kestra Investment Management
Texas
+$60.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$291M
2
NI
NYL Investors
New York
-$255M
3
ACG
Arch Capital Group
Bermuda
-$66.5M
4
Ameriprise
Ameriprise
Minnesota
-$46M
5
Renaissance Technologies
Renaissance Technologies
New York
-$44.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSCM
326
New South Capital Management
Tennessee
$2.93M -$527K -10,088 -15%
AC
327
AlphaCore Capital
California
$2.88M -$173K -3,307 -6%
AWM
328
Apollon Wealth Management
South Carolina
$2.85M +$27.2K +520 +1%
PGFC
329
Peapack-Gladstone Financial Corp
New Jersey
$2.84M -$384K -7,357 -12%
ODIJL
330
One Day In July LLC
Vermont
$2.83M -$4.49K -86 -0.2%
WAOTB
331
Wealth Advisors of Tampa Bay
Florida
$2.83M -$52.2K -1,000 -2%
CC
332
Courier Capital
New York
$2.81M -$290K -5,552 -9%
C
333
Croban
Ohio
$2.77M -$317K -6,059 -10%
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$2.73M +$155K +2,967 +6%
TW
335
Trajan Wealth
Arizona
$2.72M -$225K -4,307 -8%
GAM
336
Gemmer Asset Management
California
$2.71M -$484K -9,264 -15%
AG
337
AlTi Global
New York
$2.69M -$941K -18,014 -26%
EGA
338
E&G Advisors
Texas
$2.69M -$15.7K -300 -0.6%
PGAM
339
Princeton Global Asset Management
New Jersey
$2.68M +$16.6K +318 +0.6%
NI
340
NYL Investors
New York
$2.65M -$255M -4,872,752 -99%
RPCA
341
Running Point Capital Advisors
California
$2.61M +$108K +2,066 +4%
AWM
342
Aries Wealth Management
Maine
$2.61M -$29.3K -560 -1%
MWA
343
MFA Wealth Advisors
Pennsylvania
$2.54M -$7.44M -142,469 -75%
ASN
344
Advisory Services Network
Georgia
$2.54M +$65.2K +1,248 +3%
NL
345
NVWM LLC
Pennsylvania
$2.52M +$596K +11,413 +31%
VFPW
346
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.51M -$1.66M -31,769 -40%
1IA
347
1620 Investment Advisors
Massachusetts
$2.51M +$124K +2,379 +5%
SAS
348
Sage Advisory Services
Texas
$2.49M -$269K -5,152 -10%
BCM
349
Becker Capital Management
Oregon
$2.49M +$110K +2,100 +5%
DSC
350
Duncker Streett & Co
Missouri
$2.48M -$679 -13 -0%
12 13
14
15 16

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.