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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
KWM
401
Kingsview Wealth Management
Oregon
$1.87M +$191K +3,660 +12%
SF
402
Synovus Financial
Georgia
$1.83M +$299K +5,724 +20%
LAMC
403
Longview Asset Management (California)
California
$1.81M -$637K -12,195 -26%
WA
404
Wilshire Advisors
California
$1.79M -$173K -3,318 -9%
HPM
405
Hudson Portfolio Management
New York
$1.77M +$157K +3,000 +10%
PWA
406
Physician Wealth Advisors
Utah
$1.77M -$114K -2,181 -6%
AIMU
407
Allianz Investment Management US
Minnesota
$1.75M
BCM
408
Brookstone Capital Management
Illinois
$1.74M -$9.04K -173 -0.5%
WRPWM
409
Werba Rubin Papier Wealth Management
California
$1.74M +$126K +2,421 +8%
SCA
410
Snowden Capital Advisors
New York
$1.73M
UCB
411
United Community Bank
South Carolina
$1.69M -$105K -2,018 -6%
SSWM
412
Sheets Smith Wealth Management
North Carolina
$1.69M -$15.7K -300 -0.9%
WCG
413
Weaver Consulting Group
California
$1.67M -$19.8K -379 -1%
CW
414
Cooksen Wealth
Texas
$1.66M -$68.1K -1,303 -4%
FWC
415
First Washington Corp
Washington
$1.66M
BMCM
416
Bryn Mawr Capital Management
Pennsylvania
$1.64M -$330K -6,311 -17%
ECA
417
Elevation Capital Advisory
Oregon
$1.63M +$1.18M +22,503 +267%
GGI
418
Godsey & Gibb Inc
Virginia
$1.62M +$137K +2,624 +9%
TW
419
TritonPoint Wealth
Maryland
$1.61M +$4.81K +92 +0.3%
Lido Advisors
420
Lido Advisors
California
$1.61M +$22.3K +427 +1%
WFAG
421
Wescott Financial Advisory Group
Pennsylvania
$1.6M -$425K -8,140 -21%
CIP
422
Capital Insight Partners
Arizona
$1.6M -$15.4K -294 -1%
ADBIC
423
A.D. Beadell Investment Counsel
Wisconsin
$1.59M +$112K +2,150 +8%
BFA
424
Brown Financial Advisors
Ohio
$1.58M -$16.3K -312 -1%
MCWS
425
McKinley Carter Wealth Services
West Virginia
$1.57M -$133K -2,550 -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.