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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
DAS
201
Dynamic Advisor Solutions
Arizona
$7.98M -$42K -804 -0.5%
GGS
202
Galvin Gaustad & Stein
Arizona
$7.97M -$329K -6,299 -4%
KWM
203
Kiker Wealth Management
Georgia
$7.96M +$521K +9,967 +7%
Deutsche Bank
204
Deutsche Bank
Germany
$7.95M -$4.91K -94 -0.1%
ET
205
Equitable Trust
Tennessee
$7.91M +$884K +16,924 +13%
MWM
206
Meridian Wealth Management
Kentucky
$7.89M +$105K +2,017 +1%
JWM
207
JPL Wealth Management
Colorado
$7.87M +$303K +5,792 +4%
ACA
208
Aptus Capital Advisors
Alabama
$7.66M -$908K -17,387 -11%
OC
209
Oppenheimer & Co
New York
$7.59M -$3.34K -64 -0%
Mirae Asset Global Investments
210
Mirae Asset Global Investments
South Korea
$7.54M +$1.57M +30,000 +27%
HCA
211
Heck Capital Advisors
Wisconsin
$7.43M +$19.1K +366 +0.3%
HCM
212
Hilton Capital Management
New York
$7.43M +$195K +3,726 +3%
MA
213
Mutual Advisors
Nebraska
$7.38M +$1.62M +30,990 +28%
DC
214
Davenport & Co
Virginia
$7.37M +$710K +13,587 +11%
TWC
215
TD Waterhouse Canada
Ontario, Canada
$7.22M -$2.98M -57,119 -29%
HW
216
Hancock Whitney
Mississippi
$7.2M +$5.38M +102,907 +306%
MFG
217
Marmo Financial Group
Tennessee
$7.2M +$146K +2,803 +2%
OAM
218
Oppenheimer Asset Management
New York
$7.11M -$14.3K -273 -0.2%
DI
219
DDFG Inc
California
$7.08M +$214K +4,105 +3%
FCIM
220
Fairview Capital Investment Management
California
$7.07M -$2.61K -50 -0%
IWC
221
Integrated Wealth Concepts
Massachusetts
$7.07M +$781K +14,957 +13%
WBG
222
Wharton Business Group
Pennsylvania
$7.07M +$270K +5,170 +4%
DCM
223
Dimension Capital Management
Florida
$6.94M -$400K -7,660 -6%
RMDI
224
R.M. Davis Inc
Maine
$6.91M -$425K -8,127 -6%
EBSAM
225
Eubel Brady & Suttman Asset Management
Ohio
$6.86M -$201K -3,841 -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.