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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
SAMU
26
SONA Asset Management (US)
New York
$134M +$132M +2,535,000 New
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$128M
KIM
28
Kestra Investment Management
Texas
$115M +$60.1M +1,151,216 +111%
LPL Financial
29
LPL Financial
California
$113M +$7.95M +152,197 +8%
Truist Financial
30
Truist Financial
North Carolina
$113M -$2.41M -46,176 -2%
FLPIM
31
F.L. Putnam Investment Management
Massachusetts
$103M +$2.5M +47,779 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$103M -$28M -535,980 -22%
BB
33
Busey Bank
Illinois
$97.1M -$2.42M -46,308 -2%
Kovitz Investment Group Partners
34
Kovitz Investment Group Partners
Illinois
$94.6M -$2.52M -48,153 -3%
HTC
35
Haverford Trust Company
Pennsylvania
$90.7M -$609K -11,660 -0.7%
MMA
36
Miracle Mile Advisors
California
$88.1M +$6.36M +121,747 +8%
HighTower Advisors
37
HighTower Advisors
Illinois
$86.9M -$1.82M -34,927 -2%
KeyBank National Association
38
KeyBank National Association
Ohio
$86.9M +$1.91M +36,590 +2%
WJWM
39
Williams Jones Wealth Management
New York
$82.8M +$1.04M +20,000 +1%
QWP
40
Quotient Wealth Partners
Texas
$78.8M +$1.25M +23,918 +2%
DWM
41
Dynasty Wealth Management
Florida
$77.8M -$2.35M -45,017 -3%
DWM
42
Destination Wealth Management
California
$74.7M +$302K +5,774 +0.4%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$70.9M +$2.64M +50,486 +4%
PI
44
Parkside Investments
Illinois
$69.6M +$14.4M +275,996 +26%
AssetMark Inc
45
AssetMark Inc
California
$68.2M +$1.38M +26,437 +2%
MD
46
Money Design
Japan
$66.8M +$31.2M +597,669 +89%
MML Investors Services
47
MML Investors Services
Massachusetts
$65.8M +$6.44M +123,214 +11%
MCM
48
MAI Capital Management
Ohio
$65.6M +$2.79M +53,434 +4%
Mariner
49
Mariner
Kansas
$63.9M -$712K -13,622 -1%
OCM
50
One Capital Management
California
$62.9M +$508K +9,728 +0.8%

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.