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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
AIA
451
Armor Investment Advisors
North Carolina
$1.41M +$492K +9,426 +55%
LG
452
LaFleur & Godfrey
Michigan
$1.41M +$154K +2,950 +12%
WAP
453
Wealthcare Advisory Partners
Pennsylvania
$1.37M -$78.1K -1,495 -5%
CP
454
Cumberland Partners
Ontario, Canada
$1.36M +$542K +10,365 +67%
SAM
455
Smartleaf Asset Management
Massachusetts
$1.35M +$1.32M +25,332 +10,780%
RCAG
456
Rehmann Capital Advisory Group
Michigan
$1.35M -$7.31K -140 -0.5%
SFG
457
Sage Financial Group
Pennsylvania
$1.33M -$252K -4,818 -16%
YDMI
458
Y.D. More Investments
Israel
$1.33M
WWM
459
Woodside Wealth Management
Massachusetts
$1.32M -$122K -2,330 -9%
XPN
460
XY Planning Network
Montana
$1.31M +$197K +3,770 +18%
SFM
461
Signet Financial Management
New Jersey
$1.29M -$19.8K -379 -2%
BAM
462
Belpointe Asset Management
Nevada
$1.29M -$176K -3,375 -12%
PAA
463
Peregrine Asset Advisers
Oregon
$1.28M -$54.2K -1,037 -4%
PW
464
Paladin Wealth
Minnesota
$1.28M -$95.9K -1,836 -7%
PBO
465
Peoples Bank (Ohio)
Ohio
$1.27M +$27.6K +529 +2%
PCM
466
Parsons Capital Management
Rhode Island
$1.26M +$68.8K +1,316 +6%
GC
467
Garde Capital
Washington
$1.26M -$605K -11,572 -33%
ECM
468
Evergreen Capital Management
Washington
$1.26M
BPW
469
Bingham Private Wealth
California
$1.25M +$5.07K +97 +0.4%
SA
470
Sovran Advisors
California
$1.25M +$576K +11,018 +86%
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$1.24M +$424K +8,109 +53%
SC
472
Savant Capital
Illinois
$1.24M -$1.34M -25,737 -52%
PPA
473
Pacific Point Advisors
California
$1.23M
CW
474
CreativeOne Wealth
Kansas
$1.23M +$404K +7,740 +50%
AO
475
Advisor OS
Illinois
$1.21M -$87.4K -1,673 -7%

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.