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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
MWM
151
MTC Wealth Management
Florida
$12.5M -$407K -7,791 -3%
FCM
152
Fortis Capital Management
Washington
$12.1M -$1.02M -19,599 -8%
BCI
153
Brinker Capital Investments
Pennsylvania
$12.1M -$315K -6,023 -3%
BWP
154
Bernardo Wealth Planning
Pennsylvania
$12M +$246K +4,700 +2%
CT
155
Caldwell Trust
Florida
$12M +$611K +11,704 +5%
BWA
156
BlueSky Wealth Advisors
North Carolina
$11.8M -$977K -18,700 -8%
Citigroup
157
Citigroup
New York
$11.6M -$1.48M -28,284 -11%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$11.4M +$3.11M +59,491 +38%
B
159
Bailard
California
$11.4M +$2.57M +49,156 +30%
CL
160
Choreo LLC
Illinois
$11.3M +$357K +6,827 +3%
AWM
161
Avior Wealth Management
Nebraska
$11.3M -$274K -5,254 -2%
PA
162
Procyon Advisors
Connecticut
$11.2M -$17.6M -336,142 -61%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$11.2M +$1.83M +34,987 +20%
BDF
164
Black Diamond Financial
Maryland
$11.1M -$1.64M -31,392 -13%
Franklin Resources
165
Franklin Resources
California
$10.8M -$2.51M -48,065 -19%
HCM
166
Hall Capital Management
Rhode Island
$10.8M +$599K +11,466 +6%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$10.8M +$615K +11,769 +6%
JIR
168
James Investment Research
Ohio
$10.6M -$362K -6,932 -3%
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$10.6M +$143K +2,730 +1%
GIO
170
Galilei Investment Office
United Kingdom
$10.5M +$957K +18,324 +10%
PAG
171
Powers Advisory Group
Illinois
$10.5M +$115K +2,210 +1%
LFG
172
Larson Financial Group
Missouri
$10.4M -$724K -13,862 -7%
PFPT
173
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.2M -$743K -14,219 -7%
AFG
174
ABLE Financial Group
Arizona
$10.1M +$559K +10,691 +6%
PIMG
175
Patriot Investment Management Group
Tennessee
$10.1M -$339K -6,480 -3%

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.