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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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: 942 → 944 (+2)

6% less funds holding in top 10

Funds holding in top 10: 79 → 74 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$343M
2
SAMU
SONA Asset Management (US)
New York
+$132M
3
EWA
EP Wealth Advisors
California
+$107M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$93.9M
5
KIM
Kestra Investment Management
Texas
+$60.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$291M
2
NI
NYL Investors
New York
-$255M
3
ACG
Arch Capital Group
Bermuda
-$66.5M
4
Ameriprise
Ameriprise
Minnesota
-$46M
5
Renaissance Technologies
Renaissance Technologies
New York
-$44.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GG
51
Greenwood Gearhart
Arkansas
$60.8M +$1.73M +33,049 +3%
US Bancorp
52
US Bancorp
Minnesota
$59.5M +$4.5M +86,117 +8%
Renaissance Technologies
53
Renaissance Technologies
New York
$59.1M -$44.9M -859,500 -43%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$58.8M -$1.58M -30,319 -3%
CCA
55
Clearwater Capital Advisors
Illinois
$57.3M +$216K +4,138 +0.4%
KFAA
56
Klaas Financial Asset Advisors
Illinois
$50.8M +$643K +12,310 +1%
Osaic Holdings
57
Osaic Holdings
Arizona
$49.3M +$9.99M +191,175 +26%
MCA
58
Maryland Capital Advisors
Maryland
$49M +$2.38M +45,560 +5%
SMFG
59
Sumitomo Mitsui Financial Group
Japan
$47.5M +$2.04M +39,033 +5%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$47.3M -$13.6M -259,637 -22%
ZIG
61
Zurich Insurance Group
Switzerland
$47.2M +$11.2M +214,691 +32%
FT
62
Fiduciary Trust
Massachusetts
$46.5M -$2.4M -45,850 -5%
AAP
63
Arax Advisory Partners
Colorado
$44.1M +$1.27M +24,341 +3%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$43.5M +$4.3M +82,212 +11%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$43.1M -$5.16M -98,800 -11%
MAS
66
Meeder Advisory Services
Ohio
$42.6M +$3.05M +58,394 +8%
CIC
67
Cutler Investment Counsel
Oregon
$41.1M +$664K +12,711 +2%
RWM
68
Ritholtz Wealth Management
New York
$40.9M -$2.37M -45,314 -6%
BSB
69
Bangor Savings Bank
Maine
$40.8M +$661K +12,660 +2%
Pathstone Holdings
70
Pathstone Holdings
New Jersey
$39.7M +$5M +95,756 +15%
PP
71
PDS Planning
Ohio
$38M +$2.26M +43,203 +6%
BCWM
72
Bartlett & Co Wealth Management
Ohio
$36.6M +$2.23M +42,776 +7%
DWM
73
Dakota Wealth Management
Florida
$36.3M +$9.01M +172,483 +34%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$35.9M +$261K +5,005 +0.7%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$35.2M -$256K -4,904 -0.7%
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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.