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iShares 1-5 Year Investment Grade Corporate Bond ETF

942 hedge funds and large institutions have $16.4B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 349 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 73

3% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 358

3% less capital invested

Capital invested by funds: $16.9B → $16.4B (-$578M)

1% less funds holding

Funds holding: 955942 (-13)

2.29% less ownership

Funds ownership: 76.34%74.05% (-2.3%)

2% less funds holding in top 10

Funds holding in top 10: 8179 (-2)

Holders
942
Holders Change
-13
Holders Change %
-1.36%
% of All Funds
12.63%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.06%
New
78
Increased
349
Reduced
358
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
251
Aspen Investment Management
Michigan
$5.53M +$388K +7,469 +8%
DPI
252
Diversified Portfolios Inc
Michigan
$5.48M -$59.6K -1,146 -1%
SPA
253
Shore Point Advisors
New Jersey
$5.46M +$20.6K +396 +0.4%
OWA
254
Outlook Wealth Advisors
Texas
$5.36M +$496K +9,545 +10%
MFG
255
Mendota Financial Group
Wisconsin
$5.28M -$3.32M -63,915 -39%
ESL
256
Endurance Services Ltd
New York
$5.27M
SFG
257
SevenBridge Financial Group
Pennsylvania
$5.21M -$2.49M -47,942 -32%
RC
258
Roundview Capital
New Jersey
$5.17M -$1.26M -24,253 -20%
JSL
259
JT Stratford LLC
Georgia
$5.02M +$283K +5,435 +6%
AAS
260
Avantax Advisory Services
Texas
$4.93M +$1.02M +19,578 +26%
PCA
261
Providence Capital Advisors
North Carolina
$4.85M +$13.7K +264 +0.3%
PRS
262
Pinkerton Retirement Specialists
Idaho
$4.8M +$25.5K +491 +0.5%
SC
263
SouthState Corp
Florida
$4.77M -$281K -5,414 -6%
RF
264
RHS Financial
California
$4.77M -$12.5K -241 -0.3%
TLP
265
Trinity Legacy Partners
Texas
$4.7M +$99.1K +1,907 +2%
PWM
266
Pines Wealth Management
North Carolina
$4.68M -$119K -2,296 -2%
AWA
267
AmeriServ Wealth Advisors
Pennsylvania
$4.67M -$69.4K -1,334 -1%
KFP
268
KMG Fiduciary Partners
Ohio
$4.66M +$407K +7,837 +10%
William Blair & Company
269
William Blair & Company
Illinois
$4.63M +$522K +10,040 +13%
CGA
270
Crescent Grove Advisors
Illinois
$4.63M +$166K +3,190 +4%
IP
271
Investment Partners
Ohio
$4.62M +$523K +10,066 +13%
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$4.53M +$3.56M +68,385 +379%
YIA
273
YHB Investment Advisors
Connecticut
$4.48M +$404K +7,764 +10%
GWM
274
Graybill Wealth Management
Illinois
$4.47M +$4.44M +85,334 New
JWBC
275
J.W. Burns & Co
New York
$4.35M +$544K +10,468 +14%

IGSB Hedge Fund Activity: Q1 2025 in Review

942 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2025, worth a combined $16.4B — down 3.4% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IGSB positions and 73 closed out — a net gain of 5 holders — while 349 added to existing stakes and 358 trimmed.

The largest buyer was BlackRock, adding an estimated $395M. The largest seller was NYL Investors, cutting an estimated $249M.

  • 942 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2025, down from 955 in Q4 2024.
  • Funds reported $16.4B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2025, down 3.4% quarter-over-quarter.
  • 78 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 73 closed out, a net change of +5 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was BlackRock, an estimated $395M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2025 was NYL Investors, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2025.