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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
MSA
651
Marathon Strategic Advisors
Pennsylvania
$429K -$12.5K -239 -3%
RZH
652
Relyea Zuckerberg Hanson
Connecticut
$427K -$26.5K -508 -6%
TA
653
TFB Advisors
Kansas
$424K -$25.8K -493 -6%
VP
654
Verum Partners
North Carolina
$422K +$4.6K +88 +1%
CCG
655
Ceeto Capital Group
Florida
$422K
SFC
656
Strategic Financial Concepts
Texas
$422K +$418K +7,998 New
1IA
657
1834 Investment Advisors
Wisconsin
$421K -$104K -1,998 -20%
KAS
658
KPP Advisory Services
Kentucky
$419K -$10.4K -200 -2%
DBRC
659
D.B. Root & Company
Pennsylvania
$419K +$18.3K +350 +5%
GPA
660
Garrison Point Advisors
California
$418K -$1.04K -20 -0.3%
EW
661
Elyxium Wealth
California
$418K
RWM
662
Rialto Wealth Management
New York
$416K
GC
663
Gilbert & Cook
Iowa
$413K -$589K -11,274 -59%
AWA
664
Arete Wealth Advisors
Illinois
$412K -$313 -6 -0.1%
CWP
665
Cyndeo Wealth Partners
Florida
$410K
AL
666
Aspiriant LLC
California
$410K
FUBT
667
First United Bank & Trust
Maryland
$407K +$7.68K +147 +2%
EWA
668
Exencial Wealth Advisors
Oklahoma
$407K -$317K -6,076 -44%
PG
669
Patten Group
Tennessee
$405K +$20K +382 +5%
CB
670
Commerce Bank
Missouri
$405K -$78.4K -1,500 -16%
OCM
671
Orleans Capital Management
Louisiana
$404K
RWP
672
RWA Wealth Partners
Massachusetts
$404K -$124K -2,375 -24%
CIBC World Market
673
CIBC World Market
Ontario, Canada
$403K +$15.6K +299 +4%
JCM
674
Janney Capital Management
Pennsylvania
$403K -$12.7K -244 -3%
AA
675
Ancora Advisors
Ohio
$400K +$10.9K +209 +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.