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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
NWM
801
Navigoe Wealth Management
California
$207K +$522 +10 +0.3%
PWS
802
Proactive Wealth Strategies
Georgia
$206K +$2.25K +43 +1%
HIMC
803
Heritage Investors Management Corp
Maryland
$205K -$20.9K -400 -9%
FCH
804
Freestone Capital Holdings
Washington
$205K -$8.36K -160 -4%
SW
805
SteelPeak Wealth
California
$204K -$166K -3,174 -45%
FHWM
806
Fox Hill Wealth Management
Massachusetts
$204K +$209 +4 +0.1%
WA
807
WBH Advisory
Maryland
$203K +$201K +3,856 New
GSWA
808
Good Steward Wealth Advisors
Tennessee
$203K -$330K -6,324 -62%
PB
809
Pinnacle Bancorp
Nebraska
$203K – – –
HIS
810
Horizon Investment Services
Indiana
$203K -$1.31K -25 -0.6%
GFP
811
Gryphon Financial Partners
Ohio
$202K +$200K +3,837 New
SB
812
Sunflower Bank
Texas
$202K – – –
APCM
813
Alaska Permanent Capital Management
Alaska
$198K – – –
AF
814
Allworth Financial
California
$193K +$36.3K +694 +23%
CVM
815
Cheviot Value Management
California
$192K +$191K +3,650 +121,667%
CTA
816
Colonial Trust Advisors
South Carolina
$187K -$5.7K -109 -3%
AAS
817
Ameritas Advisory Services
Nebraska
$183K +$181K +3,473 New
AIC
818
Archer Investment Corporation
Indiana
$177K +$52 +1 +0%
TCPW
819
Twin City Private Wealth
North Carolina
$175K +$173K +3,320 New
CFO
820
CVA Family Office
Colorado
$169K – – –
ZBNA
821
Zions Bancorporation, National Association
Utah
$158K – – –
JFGIW
822
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$156K -$26.1K -500 -14%
CBT
823
Crews Bank & Trust
Florida
$154K +$2.35K +45 +2%
AWM
824
Atticus Wealth Management
Florida
$145K +$2.93K +56 +2%
MWM
825
Mascoma Wealth Management
New Hampshire
$142K -$71.3K -1,364 -34%
31 32
33
34 35

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.