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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
RPC
551
Rossmore Private Capital
Connecticut
$777K +$100K +1,915 +15%
CLOS
552
Compagnie Lombard Odier SCmA
Switzerland
$772K +$7.31K +140 +1%
SWM
553
Spire Wealth Management
Virginia
$771K -$434K -8,312 -36%
BFA
554
Beaumont Financial Advisors
Massachusetts
$770K -$26.3K -504 -3%
Bank Julius Baer & Co
555
Bank Julius Baer & Co
Switzerland
$765K
National Bank of Canada
556
National Bank of Canada
Quebec, Canada
$764K -$1.75M -33,527 -70%
WPC
557
Waters Parkerson & Co
Louisiana
$758K -$5.22K -100 -0.7%
MLM
558
Mount Lucas Management
Pennsylvania
$754K -$12.1K -232 -2%
BHB
559
Bank Hapoalim BM
Israel
$745K
SFG
560
Sunburst Financial Group
Alabama
$742K
LCM
561
Lazari Capital Management
California
$741K -$17.4K -334 -2%
Millennium Management
562
Millennium Management
New York
$735K -$1.4M -26,707 -66%
GFWA
563
Grey Fox Wealth Advisors
Delaware
$735K -$61.8K -1,182 -8%
BTD
564
BankPlus Trust Department
Mississippi
$734K -$14.1K -270 -2%
COLIM
565
City of London Investment Management
United Kingdom
$716K -$156K -2,992 -18%
FWIA
566
Fort Washington Investment Advisors
Ohio
$716K -$30.1K -577 -4%
AT
567
American Trust
Kentucky
$715K +$708K +13,559 New
TRCT
568
Tower Research Capital (TRC)
New York
$703K +$696K +13,328 New
VRM
569
Vectors Research Management
New York
$702K -$69.3K -1,327 -9%
PF
570
Phoenix Financial
Israel
$693K +$23K +440 +3%
MWM
571
Modern Wealth Management
Kansas
$682K +$675K +12,917 New
ATI
572
ARK & TLK Investments
Oklahoma
$681K -$37.8K -724 -5%
WC
573
Wynn Capital
Georgia
$681K
HH
574
Hilltop Holdings
Texas
$679K +$7.84K +150 +1%
BFG
575
Berger Financial Group
Minnesota
$675K +$55.8K +1,069 +9%

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.