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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
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$16.2M -$717K -13,723 -4%
BMD
127
Better Money Decisions
New Mexico
$15.9M +$790K +15,115 +5%
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$15.8M
PPW
129
Presilium Private Wealth
Pennsylvania
$15.8M +$1.15M +21,973 +8%
KAS
130
Kestra Advisory Services
Texas
$15.8M +$8.23M +157,561 +111%
State Farm Mutual Automobile Insurance
131
State Farm Mutual Automobile Insurance
Illinois
$15.6M
AA
132
Alesco Advisors
New York
$15M +$3.23M +61,863 +28%
SWP
133
Summit Wealth Partners
Florida
$14.8M -$1.3M -24,866 -8%
Mitsubishi UFJ Trust & Banking
134
Mitsubishi UFJ Trust & Banking
Japan
$14.7M
SF
135
Summit Financial
New Jersey
$14.6M +$991K +18,975 +7%
DWS
136
Discipline Wealth Solutions
South Carolina
$14.5M +$1.17M +22,436 +9%
SIA
137
Strategic Investment Advisors
Michigan
$14.1M -$1.5M -28,673 -10%
TH
138
TCTC Holdings
Texas
$14M -$25.1K -481 -0.2%
Cerity Partners
139
Cerity Partners
New York
$14M -$1.1M -21,004 -7%
DCM
140
Disciplina Capital Management
Tennessee
$13.8M +$1.56M +29,871 +13%
SWP
141
Stratos Wealth Partners
Ohio
$13.7M +$11.2M +215,193 +474%
COCM
142
Charter Oak Capital Management
New Hampshire
$13.4M -$56.7K -1,085 -0.4%
DILH
143
Dai-ichi Life Holdings
Japan
$13.2M +$648K +12,400 +5%
NB
144
NBT Bank
New York
$13.1M -$283K -5,415 -2%
HNB
145
Huntington National Bank
Ohio
$13M
GIM
146
Goelzer Investment Management
Indiana
$13M +$90.4K +1,731 +0.7%
KL
147
KWMG LLC
Kansas
$12.6M +$782K +14,966 +7%
PP
148
Prosperity Planning
Missouri
$12.6M +$240K +4,602 +2%
ST
149
Smithfield Trust
Pennsylvania
$12.5M -$936K -17,912 -7%
AWS
150
Atria Wealth Solutions
New York
$12.5M -$6.51M -124,598 -34%

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.