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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
CIA
501
Capital Investment Advisors
Georgia
$1.03M -$3.24K -62 -0.3%
RIM
502
Rockbridge Investment Management
New York
$1.02M -$9.46K -181 -0.9%
Koshinski Asset Management
503
Koshinski Asset Management
Illinois
$1.01M -$85.2K -1,630 -8%
FA
504
FDx Advisors
Illinois
$1.01M -$825K -15,792 -45%
CIBC Asset Management
505
CIBC Asset Management
Ontario, Canada
$1M
WLIM
506
White Lighthouse Investment Management
Massachusetts
$993K
PWM
507
Perigon Wealth Management
California
$992K -$58.3K -1,115 -6%
KCM
508
Kanawha Capital Management
Virginia
$988K -$17.4K -334 -2%
GWM
509
Geneos Wealth Management
Colorado
$980K -$2.21M -42,214 -69%
SF
510
SWP Financial
California
$975K +$248K +4,753 +35%
NL
511
NWAM LLC
Washington
$973K +$50.7K +970 +6%
JIP
512
Jaffetilchin Investment Partners
Florida
$963K +$510K +9,768 +115%
SAS
513
Stelac Advisory Services
New York
$959K -$93K -1,781 -9%
BMC
514
Bear Mountain Capital
Washington
$958K -$2.72K -52 -0.3%
AR
515
Advisory Research
Illinois
$941K
MPW
516
MA Private Wealth
California
$940K -$6.06M -116,036 -87%
BW
517
Blalock Williams
Alabama
$939K +$3.34K +64 +0.4%
NFG
518
Northeast Financial Group
Pennsylvania
$937K -$100K -1,920 -10%
SC
519
Saiph Capital
New Jersey
$936K +$165K +3,154 +22%
GWMR
520
GC Wealth Management RIA
Massachusetts
$932K -$264K -5,045 -22%
GDP
521
Great Diamond Partners
Maine
$927K +$918K +17,571 New
AIFAIM
522
American Institute for Advanced Investment Management
Arizona
$927K -$28K -535 -3%
Bessemer Group
523
Bessemer Group
New Jersey
$919K -$6.58K -126 -0.7%
SI
524
SimpliFi Inc
California
$917K +$3.08K +59 +0.3%
AIP
525
Alexis Investment Partners
Texas
$915K -$26.1K -500 -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.