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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
C1AG
601
Client 1st Advisory Group
Florida
$566K -$18K -345 -3%
TC
602
TAGStone Capital
North Carolina
$564K -$831K -15,913 -60%
HWM
603
HB Wealth Management
Georgia
$560K -$299K -5,721 -35%
BJL
604
Brighton Jones LLC
Washington
$560K +$35.7K +684 +7%
DW
605
Dodds Wealth
Colorado
$559K -$10.9K -208 -2%
EDRH
606
Edmond de Rothschild Holding
Switzerland
$558K -$1.78M -34,129 -76%
TCA
607
Transcend Capital Advisors
New Jersey
$557K -$46.9K -897 -8%
CAM
608
Creekmur Asset Management
Illinois
$557K +$104K +1,988 +23%
WWA
609
Wingate Wealth Advisors
Massachusetts
$554K +$6.06K +116 +1%
FFA
610
Farther Finance Advisors
California
$554K +$49.1K +940 +10%
WAS
611
Wealth Advisory Solutions
Indiana
$548K
OWA
612
Octavia Wealth Advisors
Ohio
$537K -$162K -3,110 -23%
EFS
613
Essex Financial Services
Connecticut
$536K
FIM
614
Freedom Investment Management
Connecticut
$535K +$9.14K +175 +2%
HFS
615
Howard Financial Services
Texas
$533K +$323K +6,182 +158%
CWA
616
Cascade Wealth Advisors
Washington
$527K
USCWA
617
U.S. Capital Wealth Advisors
Texas
$523K
NS
618
NBC Securities
Alabama
$523K +$53K +1,015 +11%
LFAS
619
Level Four Advisory Services
Texas
$522K -$19.5K -374 -4%
DADC
620
D.A. Davidson & Co
Montana
$516K +$6.69K +128 +1%
HWM
621
Hohimer Wealth Management
Washington
$506K +$4.7K +90 +0.9%
AWM
622
AllSquare Wealth Management
New York
$505K
BWA
623
BlueChip Wealth Advisors
Georgia
$500K
BFO
624
Boston Family Office
Massachusetts
$499K
HI
625
Harbour Investments
Wisconsin
$495K -$25.2K -483 -5%

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.