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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
SPC
176
Sigma Planning Corp
Michigan
$9.98M -$213K -4,073 -2%
AFI
177
American Family Investments
Wisconsin
$9.76M
SAM
178
Secure Asset Management
Michigan
$9.68M +$1.9M +36,458 +25%
WA
179
Waverly Advisors
Alabama
$9.47M -$401K -7,675 -4%
RIL
180
Rothschild Investment LLC
Illinois
$9.43M +$7.61M +145,634 +439%
MPM
181
Meritage Portfolio Management
Kansas
$9.36M -$186K -3,564 -2%
BCA
182
Ballentine Capital Advisors
South Carolina
$9.35M -$11.7K -224 -0.1%
PG
183
Proffitt & Goodson
Tennessee
$9.29M -$314K -6,009 -3%
CAG
184
Crestwood Advisors Group
Massachusetts
$9.27M +$7.78K +149 +0.1%
SC
185
Scotia Capital
Ontario, Canada
$9.13M +$522K +9,992 +6%
BPWM
186
BCS Private Wealth Management
New Jersey
$9.11M +$9.02M +172,695 New
Betterment LLC
187
Betterment LLC
New York
$8.94M +$259K +4,958 +3%
DAM
188
Delta Asset Management
Tennessee
$8.9M +$259K +4,957 +3%
CSP
189
Cary Street Partners
Virginia
$8.9M +$6.04M +115,686 +218%
AWA
190
AmeriServ Wealth Advisors
Pennsylvania
$8.89M +$4.14M +79,265 +89%
SSWM
191
Smith Salley Wealth Management
North Carolina
$8.76M +$88.2K +1,688 +1%
WIC
192
Woodmont Investment Counsel
Tennessee
$8.36M -$297K -5,681 -3%
BPA
193
Beacon Pointe Advisors
California
$8.36M +$7.46M +142,834 +912%
TD Asset Management
194
TD Asset Management
Ontario, Canada
$8.28M
GB
195
Gunma Bank
Japan
$8.28M
AFG
196
Atomi Financial Group
New York
$8.28M +$2.46K +47 +0%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$8.09M -$759K -14,529 -9%
TNBTD
198
Trustmark National Bank Trust Department
Mississippi
$8.01M +$179K +3,431 +2%
MM
199
Main Management
California
$7.99M +$13.8K +264 +0.2%
HSBC Holdings
200
HSBC Holdings
United Kingdom
$7.98M -$33K -631 -0.4%

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.