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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
RWIA
526
Roger Wittlin Investment Advisory
California
$912K +$9.61K +184 +1%
ZIM
527
Zacks Investment Management
Illinois
$912K -$113K -2,161 -11%
WHC
528
Wulff, Hansen & Co
California
$907K -$107K -2,040 -11%
AF
529
Advisornet Financial
Minnesota
$898K +$76.5K +1,465 +9%
GWM
530
Grand Wealth Management
Michigan
$894K -$147K -2,815 -14%
RWB
531
RMR Wealth Builders
New Jersey
$894K +$885K +16,946 New
SI
532
Stonekeep Investments
New Mexico
$889K
IA
533
IFG Advisory
Georgia
$887K -$8.88K -170 -1%
M&T Bank
534
M&T Bank
New York
$864K +$524K +10,023 +158%
TC
535
TownSquare Capital
Utah
$856K +$409K +7,830 +93%
PI
536
PFG Investments
New York
$851K +$189K +3,626 +29%
MCM
537
Mattern Capital Management
Colorado
$846K +$340K +6,514 +68%
QCI
538
Quaker Capital Investments
Pennsylvania
$844K +$836K +16,000 New
USB
539
Union Savings Bank
Connecticut
$844K -$39.7K -760 -5%
WA
540
Wambolt & Associates
Colorado
$837K -$45.5K -871 -5%
SAM
541
Strategy Asset Managers
California
$837K +$6.74K +129 +0.8%
FGWP
542
Founders Grove Wealth Partners
Virginia
$836K +$828K +15,843 New
AFO
543
Allie Family Office
Florida
$816K +$308K +5,888 +62%
CCMINC
544
Cardinal Capital Management Inc (North Carolina)
North Carolina
$809K
SAI
545
Savvy Advisors Inc
New York
$807K -$10.1K -193 -1%
FPCG
546
Forum Private Client Group
Indiana
$805K -$21.6K -414 -3%
SW
547
SkyOak Wealth
Michigan
$796K
FWM
548
Fonville Wealth Management
Virginia
$784K -$7.68K -147 -1%
FHA
549
First Horizon Advisors
Tennessee
$782K -$2.98K -57 -0.4%
PHS
550
Pekin Hardy Strauss
Illinois
$780K

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.