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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
MBI
576
May Barnhard Investments
Maryland
$674K +$6.43K +123 +1%
FIBOI
577
First International Bank of Israel
$668K +$662K +12,670 New
AWA
578
Acorn Wealth Advisors
Michigan
$668K -$82.8K -1,585 -11%
AFA
579
American Financial Advisors
Georgia
$665K +$6.63K +127 +1%
FA
580
Fiduciary Alliance
South Carolina
$662K -$2.19M -41,996 -77%
PFM
581
Phillips Financial Management
Indiana
$658K +$12.5K +240 +2%
PS
582
Principal Securities
Iowa
$658K -$13.1K -251 -2%
CGFA
583
Colton Groome Financial Advisors
North Carolina
$649K -$75.8K -1,450 -11%
AFA
584
Avant Financial Advisors
Texas
$646K +$2.82K +54 +0.4%
MFS
585
Mattson Financial Services
Michigan
$643K -$40K -766 -6%
VCA
586
Verdence Capital Advisors
Maryland
$636K -$7.73K -148 -1%
CAG
587
Curtis Advisory Group
California
$625K -$64.8K -1,240 -9%
XT
588
XTX Topco
Cayman Islands
$625K +$225K +4,310 +57%
RA
589
RFG Advisory
Alabama
$622K +$33.6K +643 +6%
IAS
590
Insigneo Advisory Services
Florida
$615K +$44.4K +849 +8%
LAM
591
Lewis Asset Management
California
$605K -$20.9K -401 -3%
PWS
592
Peloton Wealth Strategists
Indiana
$600K -$25.7K -492 -4%
RCG
593
Rock Creek Group
District of Columbia
$599K +$593K +11,347 New
SFFS
594
Stonehage Fleming Financial Services
Jersey
$598K
SFC
595
SYM Financial Corp
Indiana
$593K +$587K +11,241 New
WCM
596
Winebrenner Capital Management
Kentucky
$593K +$5.38K +103 +0.9%
RI
597
Ridgewood Investments
New Jersey
$588K +$152K +2,917 +35%
PWPS
598
Pinnacle Wealth Planning Services
Ohio
$584K +$281K +5,375 +94%
CPA
599
Cardiff Park Advisors
California
$581K +$1.04K +20 +0.2%
GWA
600
Genesis Wealth Advisors
Massachusetts
$581K -$418 -8 -0.1%

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.