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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
KF
976
K2 Financial
California
-$329K -6,316 Closed
LMKC
977
L.M. Kohn & Company
Ohio
-$315K -6,022 Closed
PPG
978
Peak Planning Group
Colorado
-$314K -5,987 Closed
NW
979
NewEdge Wealth
Pennsylvania
-$306K -5,845 Closed
SAW
980
Signal Advisors Wealth
Michigan
-$302K -5,768 Closed
OPWM
981
Oxinas Partners Wealth Management
Indiana
-$236K -4,501 Closed
BBA
982
BLB&B Advisors
Pennsylvania
-$235K -4,485 Closed
FWM
983
Foguth Wealth Management
Michigan
-$234K -4,473 Closed
SHGA
984
Sand Hill Global Advisors
California
-$217K -4,140 Closed
MG
985
Mather Group
Illinois
-$214K -4,084 Closed
LCGC
986
Legacy Capital Group California
California
-$212K -4,049 Closed
RB
987
Renasant Bank
Mississippi
-$206K -3,938 Closed
CAAS
988
Capital Asset Advisory Services
Michigan
-$206K -3,937 Closed
GFA
989
Gallagher Fiduciary Advisors
Illinois
-$202K -3,858 Closed
MGIA
990
Matthew Goff Investment Advisor
Texas
-$202K -3,858 Closed
WT
991
Washington Trust
Rhode Island
-$166K -3,164 Closed
NP
992
NorthRock Partners
Minnesota
-$164K -3,123 Closed
CA
993
Continuum Advisory
Idaho
-$126K -2,407 Closed
SIM
994
Studio Investment Management
Illinois
-$123K -2,350 Closed
LWANC
995
Laurel Wealth Advisors (North Carolina)
North Carolina
-$92.3K -1,763 Closed
WF
996
Wayfinding Financial
Washington
-$84K -1,617 Closed
PBK
997
Peoples Bank (Kansas)
Kansas
-$77.4K -1,479 Closed
ADL
998
Asset Dedication LLC
California
-$46.4K -886 Closed
CCM
999
Coldstream Capital Management
Washington
-$44.7K -853 Closed
DF
1000
Dunhill Financial
United Kingdom
-$27.6K -831 Closed

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.