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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
ASW
101
Astoria Strategic Wealth
Texas
$20.7M +$396K +7,582 +2%
Prudential Financial
102
Prudential Financial
New Jersey
$20.5M -$22.7M -435,000 -52%
Kayne Anderson Rudnick Investment Management
103
Kayne Anderson Rudnick Investment Management
California
$19.8M +$393K +7,514 +2%
BHWM
104
Bar Harbor Wealth Management
New Hampshire
$19.7M -$221K -4,231 -1%
JSA
105
Jacobson & Schmitt Advisors
Wisconsin
$19.6M +$222K +4,251 +1%
SGAM
106
Stephens Group Asset Management
Arkansas
$19.5M +$197K +3,770 +1%
AFS
107
Amtrust Financial Services
New York
$19.4M
AIMC
108
Alley Investment Management Company
Illinois
$19.1M -$913K -17,472 -5%
JC
109
JBGlobal.com
New York
$18.6M +$16.1M +308,774 +697%
FCBT
110
First Citizens Bank & Trust
North Carolina
$18.4M +$2.33M +44,546 +15%
SF
111
Schaeffer Financial
Maryland
$18.4M +$1.46M +27,987 +9%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$18M -$6.78M -129,778 -28%
AP
113
Atwood & Palmer
Missouri
$17.9M -$9.7M -185,704 -35%
BFC
114
Blue Fin Capital
Rhode Island
$17.8M +$675K +12,919 +4%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$17.7M +$654K +12,520 +4%
PA
116
Parallel Advisors
California
$17.7M +$1.78M +34,088 +11%
AWM
117
AE Wealth Management
Kansas
$17.5M -$4.25M -81,387 -20%
IA
118
IFP Advisors
Florida
$17.3M +$1.34M +25,605 +8%
ACA
119
Anchor Capital Advisors
Massachusetts
$17.3M -$433K -8,293 -2%
SPIA
120
Steward Partners Investment Advisory
New York
$17.3M +$546K +10,452 +3%
Creative Planning
121
Creative Planning
Kansas
$17.3M -$38.9K -744 -0.2%
GC
122
Guggenheim Capital
Illinois
$17.2M -$254K -4,861 -1%
JHU
123
Johns Hopkins University
Maryland
$17M
SA
124
Strategic Advocates
Utah
$16.6M +$530K +10,143 +3%
DLCIG
125
D.L. Carlson Investment Group
New Hampshire
$16.6M +$4.09M +78,271 +33%

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.