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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
HI
851
Horizon Investments
North Carolina
$60K – – –
AUB
852
Atlantic Union Bankshares
Virginia
$59.6K +$59K +1,130 New
FMTCOCP
853
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59K +$58.3K +1,115 New
AWM
854
Abound Wealth Management
Tennessee
$55.7K +$55.2K +1,056 New
FCMT
855
Founders Capital Management (Texas)
Texas
$54.9K – – –
CIA
856
Cape Investment Advisory
Georgia
$54.7K +$17.8K +341 +49%
NEWAS
857
N.E.W. Advisory Services
Wisconsin
$52.6K – – –
FM
858
Family Management
New York
$52K – – –
T
859
Tidemark
California
$50K – – –
HT
860
Headlands Technologies
Illinois
$47K +$5.85K +112 +14%
TSMHT
861
Thurston Springer Miller Herd & Titak
Indiana
$45.8K +$45.3K +868 New
IBOK
862
Independence Bank of Kentucky
Kentucky
$45.6K – – –
BIG
863
Brooklyn Investment Group
New York
$44K +$43.5K +833 New
TIM
864
Thompson Investment Management
Wisconsin
$43.8K – – –
VWM
865
Valley Wealth Managers
New Jersey
$43.8K -$21.2K -406 -33%
DWM
866
Darwin Wealth Management
Florida
$43.4K +$784 +15 +2%
MIFH
867
Migdal Insurance & Financial Holdings
Israel
$43K – – –
KSB
868
Kennebec Savings Bank
Maine
$42.7K – – –
SS
869
SBI Securities
Japan
$42.5K +$6.17K +118 +17%
BC
870
Barrett & Company
Rhode Island
$42.2K – – –
SOS
871
Silver Oak Securities
Tennessee
$40.3K +$40K +765 New
CWM
872
Copia Wealth Management
Oregon
$39.2K -$11.9K -228 -23%
BONH
873
Bank of New Hampshire
New Hampshire
$36.4K – – –
CSC
874
Caldwell Sutter Capital
California
$36K – – –
APW
875
Aventura Private Wealth
Florida
$34.2K – – –
33 34
35
36 37

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.