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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
WS
726
Wedbush Securities
California
$307K -$28.7K -550 -9%
PAS
727
PKS Advisory Services
New York
$307K +$21.7K +416 +8%
HPM
728
Hoxton Planning & Management
West Virginia
$307K
VWWMG
729
Vermillion & White Wealth Management Group
Pennsylvania
$306K -$2.35K -45 -0.8%
IC
730
IEQ Capital
California
$305K
MOS
731
MGO One Seven
Ohio
$304K -$3.42M -65,437 -92%
PFBT
732
Parkside Financial Bank & Trust
Missouri
$301K +$298K +5,706 New
JLBC
733
J.L. Bainbridge & Co
Florida
$300K
AIM
734
Acropolis Investment Management
Missouri
$299K -$8.62K -165 -3%
EIA
735
Edgemoor Investment Advisors
Maryland
$299K +$13.1K +250 +5%
CWMK
736
Caliber Wealth Management (Kansas)
Kansas
$298K
DI
737
Disciplined Investments
Oklahoma
$297K -$44.7K -856 -13%
CTC
738
Central Trust Company
Missouri
$296K
IPW
739
Intergy Private Wealth
Colorado
$293K +$15.3K +293 +6%
IIC
740
Integrated Investment Consultants
Michigan
$293K -$10.1K -193 -3%
TA
741
Townsend & Associates
Colorado
$292K -$31.3K -600 -10%
TF
742
Trek Financial
Arizona
$290K -$23.1K -443 -7%
WB
743
WesBanco Bank
West Virginia
$289K
TCM
744
TD Capital Management
Tennessee
$288K -$20.9K -400 -7%
WWG
745
West Wealth Group
California
$283K -$3.13K -60 -1%
AP
746
Americana Partners
Texas
$283K +$13.1K +250 +5%
CWP
747
Concord Wealth Partners
Virginia
$282K +$31.6K +605 +13%
CAMV
748
Concord Asset Management (Virginia)
Virginia
$282K +$279K +5,349 New
MW
749
Maia Wealth
Colorado
$281K +$279K +5,334 New
WB
750
Webster Bank
Connecticut
$281K +$11.8K +225 +4%

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.