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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
AFG
76
Arkansas Financial Group
Arkansas
$35M -$1.12M -21,489 -3%
SI
77
Stephens Inc
Arkansas
$34.6M -$14M -268,743 -29%
NC
78
NewSquare Capital
Pennsylvania
$34.2M +$343K +6,570 +1%
GI
79
Gradient Investments
Minnesota
$33.3M +$45.6K +872 +0.1%
SWM
80
Stockman Wealth Management
Montana
$33M -$1.23M -23,484 -4%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$32.5M -$1.82M -34,845 -5%
TPCW
82
TD Private Client Wealth
New York
$31.9M +$3.03M +58,057 +11%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$29.7M -$8.35M -159,735 -22%
UCFA
84
United Capital Financial Advisors
Texas
$29.4M -$1.69M -32,270 -5%
PCIA
85
Prime Capital Investment Advisors
Kansas
$28.7M -$14.8M -284,203 -34%
NCM
86
Nelson Capital Management
California
$27.8M +$827K +15,839 +3%
DIP
87
DT Investment Partners
Pennsylvania
$27.3M -$913K -17,484 -3%
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$27.2M -$320K -6,132 -1%
MWA
89
Monograph Wealth Advisors
California
$27.2M +$2.84M +54,397 +12%
OIA
90
OneDigital Investment Advisors
Kansas
$27.1M +$1.37M +26,270 +5%
LIM
91
Leavell Investment Management
Alabama
$26.4M +$2.1M +40,145 +9%
GL
92
Graypoint LLC
New York
$25.7M +$2.56M +49,096 +11%
CPIG
93
Chicago Partners Investment Group
Illinois
$25.5M -$723K -13,830 -3%
MCAI
94
Members Capital Advisors Inc
Wisconsin
$25.3M +$25.1M +480,000 New
LFS
95
Lutz Financial Services
Nebraska
$25.2M -$296K -5,670 -1%
ACG
96
Arch Capital Group
Bermuda
$24.8M -$66.5M -1,272,380 -73%
Lazard Asset Management
97
Lazard Asset Management
New York
$24.7M
FG
98
Fiduciary Group
Georgia
$21.8M -$60.2K -1,152 -0.3%
RIG
99
RiverFront Investment Group
Virginia
$21.3M +$594K +11,368 +3%
CMP
100
Courage Miller Partners
Virginia
$20.7M -$437K -8,359 -2%

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.