We are live on ! Find out more
IGSB icon

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
Northern Trust
1
Northern Trust
Illinois
$1.22B +$40.3M +771,040 +3%
Charles Schwab
2
Charles Schwab
California
$1.12B -$8.81M -168,577 -0.8%
BlackRock
3
BlackRock
New York
$776M -$291M -5,566,345 -27%
MMI
4
Matson Money Inc
Ohio
$701M -$1M -19,151 -0.1%
Ameriprise
5
Ameriprise
Minnesota
$681M -$46M -879,624 -6%
JSTA
6
Japan Science & Technology Agency
Japan
$515M -$32.9M -630,000 -6%
Bank of America
7
Bank of America
North Carolina
$455M +$29.1M +557,852 +7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$428M +$343M +6,567,469 +425%
EWA
9
EP Wealth Advisors
California
$409M +$107M +2,040,104 +36%
Goldman Sachs
10
Goldman Sachs
New York
$406M -$29.2M -557,958 -7%
Morgan Stanley
11
Morgan Stanley
New York
$390M -$14.2M -271,116 -4%
B
12
Barings
North Carolina
$361M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$304M +$3.92M +74,954 +1%
AC
14
Allstate Corporation
Illinois
$257M +$37.5M +718,341 +17%
PFA
15
Pure Financial Advisors
California
$254M +$12.8M +245,461 +5%
UBS Group
16
UBS Group
Switzerland
$243M +$3.97M +76,082 +2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$222M +$12M +230,312 +6%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$197M +$2.33M +44,589 +1%
Wells Fargo
19
Wells Fargo
California
$177M -$5.09M -97,475 -3%
Raymond James Financial
20
Raymond James Financial
Florida
$162M +$1.67M +31,909 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$159M -$3.62M -69,241 -2%
Members Trust
22
Members Trust
Florida
$158M +$22M +421,525 +16%
Stifel Financial
23
Stifel Financial
Missouri
$155M +$2.12M +40,494 +1%
JP Morgan Chase
24
JP Morgan Chase
New York
$152M +$3.56M +68,059 +2%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$147M +$93.9M +1,797,100 +183%

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.