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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
HCC
351
Hirtle Callaghan & Co
Pennsylvania
$2.48M
CWM
352
Cabot Wealth Management
Massachusetts
$2.41M +$99.3K +1,901 +4%
SVWAG
353
Sound View Wealth Advisors Group
Georgia
$2.41M +$5.75K +110 +0.2%
EGA
354
Eagle Global Advisors
Texas
$2.4M -$32.4K -620 -1%
EP
355
Edgestream Partners
New Jersey
$2.38M -$470K -8,999 -17%
PJSIMP
356
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.34M -$93.3K -1,786 -4%
CCA
357
Cobblestone Capital Advisors
New York
$2.34M -$152K -2,917 -6%
BHBT
358
Burke & Herbert Bank & Trust
Virginia
$2.32M -$7.84K -150 -0.3%
ANTB
359
AMG National Trust Bank
Colorado
$2.32M -$351K -6,717 -13%
SCM
360
SCS Capital Management
Massachusetts
$2.32M +$104 +2 +0%
CA
361
Clune & Associates
Illinois
$2.3M -$121K -2,307 -5%
FIBT
362
First International Bank & Trust
North Dakota
$2.29M
FCM
363
Fire Capital Management
California
$2.28M -$366K -7,012 -14%
WSFS
364
Wilmington Savings Fund Society
Delaware
$2.27M -$73.2K -1,401 -3%
IDBONY
365
Israel Discount Bank of New York
New York
$2.26M -$43K -823 -2%
TFP
366
Tilia Fiduciary Partners
North Carolina
$2.26M +$113K +2,164 +5%
SW
367
SoFi Wealth
California
$2.24M +$109K +2,079 +5%
NWA
368
New World Advisors
Massachusetts
$2.21M -$275K -5,265 -11%
AWE
369
Avidian Wealth Enterprises
Texas
$2.21M -$66.3K -1,270 -3%
UIM
370
Unified Investment Management
Georgia
$2.2M +$1.78K +34 +0.1%
SC
371
Sapient Capital
Indiana
$2.2M
IFS
372
Ifrah Financial Services
Arkansas
$2.19M -$10.9K -208 -0.5%
HHRDM
373
H&H Retirement Design & Management
Nevada
$2.18M +$120K +2,301 +6%
DL
374
DOHJ LLC
Washington
$2.16M +$90.7K +1,737 +4%
HAIM
375
Hunter Associates Investment Management
Pennsylvania
$2.15M -$302K -5,783 -12%

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.