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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
WCM
376
Winthrop Capital Management
Indiana
$2.13M
CCA
377
Checchi Capital Advisers
California
$2.12M -$240K -4,600 -10%
First Trust Advisors
378
First Trust Advisors
Illinois
$2.12M +$9.51K +182 +0.5%
SW
379
Simplicity Wealth
New Jersey
$2.09M +$529K +10,121 +34%
VT
380
Vise Technologies
New York
$2.06M +$2.04M +38,985 New
P
381
&Partners
Tennessee
$2.05M +$583K +11,162 +40%
KPWS
382
Kestra Private Wealth Services
Texas
$2.05M +$338K +6,462 +20%
AWM
383
Aprio Wealth Management
Georgia
$2.03M -$29K -556 -1%
SWP
384
SIMA Wealth Partners
Virginia
$2.03M -$605K -11,586 -23%
SCM
385
Steele Capital Management
Iowa
$2.02M +$107K +2,054 +6%
SFS
386
Strategic Financial Services
New York
$2.02M -$511K -9,783 -20%
SFS
387
Sowell Financial Services
Arkansas
$2.01M -$32.1K -614 -2%
CNBOF
388
City National Bank of Florida
Florida
$2.01M +$529K +10,121 +36%
WIA
389
World Investment Advisors
California
$1.99M -$161K -3,080 -8%
BEI
390
Benjamin Edwards Inc
Missouri
$1.99M -$60.5K -1,158 -3%
T. Rowe Price Associates
391
T. Rowe Price Associates
Maryland
$1.98M
GEA
392
Glen Eagle Advisors
New Jersey
$1.96M -$45.4K -869 -2%
SM
393
Sweeney & Michel
California
$1.94M -$47.3K -906 -2%
SFG
394
Sovereign Financial Group
Connecticut
$1.94M +$20.1K +384 +1%
AWA
395
Arkadios Wealth Advisors
Georgia
$1.93M +$51.9K +993 +3%
EB
396
Eastern Bank
Massachusetts
$1.91M -$6.53M -125,061 -78%
NGA
397
Naples Global Advisors
Florida
$1.91M +$405K +7,750 +27%
CA
398
Clearstead Advisors
Ohio
$1.9M -$53.3K -1,021 -3%
FLA
399
Financial Life Advisors
Texas
$1.89M -$1.2M -23,011 -39%
MCM
400
MidAtlantic Capital Management
Virginia
$1.87M +$53K +1,015 +3%

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.