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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
MIM
901
MTM Investment Management
South Carolina
$15.8K +$15.7K +300 New
CAWM
902
Capital A Wealth Management
Pennsylvania
$15.4K +$15.7K +301 New
DRP
903
Decker Retirement Planning
Utah
$14.9K – – –
CAM
904
Costello Asset Management
Pennsylvania
$14.9K – – –
FIM
905
FWL Investment Management
Texas
$12.1K – – –
GWANC
906
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.5K – – –
GWS
907
Glassman Wealth Services
Virginia
$10.7K +$10.6K +202 New
FFA
908
Frazier Financial Advisors
Ohio
$10.4K – – –
IHWM
909
Iron Horse Wealth Management
Iowa
$9.71K – – –
PSFG
910
Park Square Financial Group
Georgia
$9.55K +$522 +10 +6%
AF
911
Alerus Financial
North Dakota
$8.23K +$8.15K +156 New
RFA
912
Register Financial Advisors
Georgia
$8.13K +$104 +2 +1%
HAP
913
Harbor Asset Planning
Massachusetts
$7.98K +$7.89K +151 New
CIAS
914
Capital Investment Advisory Services
North Carolina
$7.93K -$8.83K -169 -53%
BTI
915
Blue Trust Inc
Georgia
$7.65K – – –
MA
916
Montag & Associates
Georgia
$7.39K – – –
MWA
917
Medallion Wealth Advisors
Connecticut
$6.83K – – –
IF
918
Integrity Financial
Wyoming
$6.33K – – –
JFA
919
JNBA Financial Advisors
Minnesota
$6.01K – – –
SR
920
Syntax Research
Florida
$5.22K – – –
SWIM
921
Smallwood Wealth Investment Management
New Jersey
$5.22K +$5.17K +99 New
RF
922
Rossby Financial
Florida
$5.07K +$3.71K +71 +284%
FWM
923
FSA Wealth Management
Massachusetts
$4.98K – – –
MAFA
924
MJT & Associates Financial Advisory
Minnesota
$4.43K – – –
NWM
925
Nova Wealth Management
Florida
$4.06K +$4.02K +77 New
35 36
37
38 39

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.