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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

927 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 75 funds opening new positions, 351 increasing their positions, 349 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-4
Holders Change %
-0.43%
% of All Funds
12.43%
Holding in Top 10
72
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.49%
% of All Funds
0.97%
New
75
Increased
351
Reduced
349
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$428M
2
SAMU
SONA Asset Management (US)
New York
$134M
3
EWA
EP Wealth Advisors
California
$409M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$147M
5
KIM
Kestra Investment Management
Texas
$115M

Top Sellers

1
BlackRock
BlackRock
New York
$776M
2
NI
NYL Investors
New York
$2.65M
3
ACG
Arch Capital Group
Bermuda
$24.8M
4
Ameriprise
Ameriprise
Minnesota
$681M
5
Renaissance Technologies
Renaissance Technologies
New York
$59.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
MTC Wealth Management
Florida
$12.5M -$411K -7,791 -3%
FCM
152
Fortis Capital Management
Washington
$12.1M -$1.03M -19,599 -8%
BCI
153
Brinker Capital Investments
Pennsylvania
$12.1M -$318K -6,023 -3%
BWP
154
Bernardo Wealth Planning
Pennsylvania
$12M +$248K +4,700 +2%
BWA
155
BlueSky Wealth Advisors
North Carolina
$11.8M -$987K -18,700 -8%
Citigroup
156
Citigroup
New York
$11.6M -$1.49M -28,284 -11%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$11.4M +$3.14M +59,491 +38%
B
158
Bailard
California
$11.4M +$2.59M +49,156 +30%
CL
159
Choreo LLC
Illinois
$11.3M +$360K +6,827 +3%
AWM
160
Avior Wealth Management
Nebraska
$11.3M -$277K -5,254 -2%
PA
161
Procyon Advisors
Connecticut
$11.2M -$17.7M -336,142 -61%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$11.2M +$1.85M +34,987 +20%
BDF
163
Black Diamond Financial
Maryland
$11.1M -$1.66M -31,392 -13%
Franklin Resources
164
Franklin Resources
California
$10.8M -$2.54M -48,065 -19%
HCM
165
Hall Capital Management
Rhode Island
$10.8M +$605K +11,466 +6%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$10.8M +$621K +11,769 +6%
JIR
167
James Investment Research
Ohio
$10.6M -$366K -6,932 -3%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$10.6M +$144K +2,730 +1%
GIO
169
Galilei Investment Office
United Kingdom
$10.5M +$967K +18,324 +10%
PAG
170
Powers Advisory Group
Illinois
$10.5M +$117K +2,210 +1%
LFG
171
Larson Financial Group
Missouri
$10.4M -$731K -13,862 -7%
AFG
172
ABLE Financial Group
Arizona
$10.1M +$564K +10,691 +6%
PIMG
173
Patriot Investment Management Group
Tennessee
$10.1M -$342K -6,480 -3%
SPC
174
Sigma Planning Corp
Michigan
$9.98M -$215K -4,073 -2%
AFI
175
American Family Investments
Wisconsin
$9.76M – – –
5 6
7
8 9