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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
TW
326
Trajan Wealth
Arizona
$2.93M -$1.24M -23,765 -30%
BIA
327
Bigelow Investment Advisors
Maine
$2.92M +$423K +8,146 +17%
NAG
328
Northstar Advisory Group
New Jersey
$2.92M -$22.3K -428 -0.8%
Jones Financial Companies
329
Jones Financial Companies
Missouri
$2.89M +$2.09M +40,264 +271%
WAOTB
330
Wealth Advisors of Tampa Bay
Florida
$2.86M -$26K -500 -0.9%
FA
331
Fiduciary Alliance
South Carolina
$2.86M +$41.6K +800 +1%
PAS
332
Park Avenue Securities
New York
$2.84M +$264K +5,074 +10%
EP
333
Edgestream Partners
New Jersey
$2.83M +$2.35M +45,285 +515%
ODIJL
334
One Day In July LLC
Vermont
$2.81M +$4.63K +89 +0.2%
AWM
335
Apollon Wealth Management
South Carolina
$2.8M -$4.13M -79,420 -60%
CSP
336
Cary Street Partners
Virginia
$2.77M +$1.04K +20 +0%
SAS
337
Sage Advisory Services
Texas
$2.75M +$81.5K +1,568 +3%
BWM
338
Buska Wealth Management
Wisconsin
$2.69M +$669K +12,874 +34%
EGA
339
E&G Advisors
Texas
$2.68M
ANTB
340
AMG National Trust Bank
Colorado
$2.66M -$3.17K -61 -0.1%
IWA
341
IVC Wealth Advisors
Pennsylvania
$2.65M +$379K +7,284 +17%
PGAM
342
Princeton Global Asset Management
New Jersey
$2.64M +$150K +2,888 +6%
FCM
343
Fire Capital Management
California
$2.63M -$91.8K -1,765 -3%
IGAM
344
iA Global Asset Management
Quebec, Canada
$2.62M +$2.6M +50,000 New
SWP
345
SIMA Wealth Partners
Virginia
$2.62M -$194K -3,725 -7%
AWM
346
Aries Wealth Management
Maine
$2.62M -$121K -2,325 -4%
SC
347
Savant Capital
Illinois
$2.58M -$3.56M -68,512 -58%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$2.55M +$153K +2,949 +6%
SFS
349
Strategic Financial Services
New York
$2.51M -$543K -10,439 -18%
National Bank of Canada
350
National Bank of Canada
Quebec, Canada
$2.51M +$267K +5,140 +12%

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.