We are live on ! Find out more
IGSB icon

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
MC
776
Middleton & Co
Massachusetts
$238K
LNWWM
777
Laird Norton Wetherby Wealth Management
California
$238K +$236K +4,508 New
FIA
778
Foundations Investment Advisors
Arizona
$234K +$15.5K +297 +7%
ATC
779
Argent Trust Co
Tennessee
$234K -$104K -2,000 -31%
EI
780
eCIO Inc
Wisconsin
$232K -$21.2K -406 -8%
SFG
781
Seamount Financial Group
Colorado
$230K -$24.6K -470 -10%
FP
782
Financial Perspectives
Minnesota
$228K +$1.72K +33 +0.8%
PFA
783
Portland Financial Advisors
New York
$221K
PWS
784
Precision Wealth Strategies
Missouri
$220K +$218K +4,176 New
B
785
Bensler
Washington
$220K +$218K +4,175 New
FAFN
786
First Affirmative Financial Network
Colorado
$218K +$1.36K +26 +0.6%
GWAM
787
Guardian Wealth Advisors (Minnesota)
Minnesota
$218K -$16.7K -320 -7%
TIP
788
Tandem Investment Partners
New Jersey
$218K -$1.04K -20 -0.5%
PFGIA
789
Patriot Financial Group Insurance Agency
Massachusetts
$217K +$8.2K +157 +4%
FHA
790
Flagship Harbor Advisors
Massachusetts
$215K -$5.38K -103 -2%
FM
791
Foster & Motley
Ohio
$213K +$211K +4,032 New
EWM
792
Empirical Wealth Management
Washington
$213K -$65.3K -1,249 -24%
IIM
793
Ipswich Investment Management
Massachusetts
$211K
PWA
794
PCG Wealth Advisors
Kansas
$211K
AWM
795
Accurate Wealth Management
Florida
$211K -$26.5K -507 -11%
SEIA
796
Signature Estate & Investment Advisors
California
$209K +$207K +3,967 New
HWM
797
Hemington Wealth Management
Virginia
$209K +$1.41K +27 +0.7%
MCA
798
Martin Capital Advisors
Texas
$209K
MGIA
799
Moneta Group Investment Advisors
Missouri
$209K +$207K +3,954 New
HS
800
Horan Securities
United States
$209K -$58.8K -1,126 -22%

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.