We are live on ! Find out more
IGSB icon

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
FIBT
376
First International Bank & Trust
North Dakota
$2.28M +$10.1K +194 +0.4%
AWE
377
Avidian Wealth Enterprises
Texas
$2.26M -$101K -1,947 -4%
PR
378
Payden & Rygel
California
$2.25M -$10.2M -196,932 -82%
MWM
379
Mittelman Wealth Management
Massachusetts
$2.24M +$887K +17,054 +66%
IFS
380
Ifrah Financial Services
Arkansas
$2.19M +$89.7K +1,725 +4%
UIM
381
Unified Investment Management
Georgia
$2.18M -$116K -2,231 -5%
SC
382
Sapient Capital
Indiana
$2.18M
WIA
383
World Investment Advisors
California
$2.14M -$122K -2,350 -5%
Millennium Management
384
Millennium Management
New York
$2.13M +$958K +18,432 +83%
TFP
385
Tilia Fiduciary Partners
North Carolina
$2.13M +$148K +2,843 +8%
SW
386
SoFi Wealth
California
$2.12M +$1.99M +38,185 +1,689%
WCM
387
Winthrop Capital Management
Indiana
$2.11M +$332K +6,380 +19%
SSA
388
SSA Swiss Advisors
$2.11M +$2.09M +40,290 New
First Trust Advisors
389
First Trust Advisors
Illinois
$2.09M +$98.9K +1,903 +5%
DL
390
DOHJ LLC
Washington
$2.09M +$162K +3,125 +9%
MLA
391
My Legacy Advisors
Oregon
$2.07M -$259K -4,981 -11%
AWM
392
Aprio Wealth Management
Georgia
$2.04M +$65.2K +1,255 +3%
BEI
393
Benjamin Edwards Inc
Missouri
$2.04M -$19.4M -373,295 -91%
HHRDM
394
H&H Retirement Design & Management
Nevada
$2.04M -$33.1K -637 -2%
SFS
395
Sowell Financial Services
Arkansas
$2.03M -$17.1K -328 -0.8%
AWM
396
Axxcess Wealth Management
California
$2.02M +$637K +12,253 +46%
WFAG
397
Wescott Financial Advisory Group
Pennsylvania
$2.02M -$33.1K -636 -2%
GEA
398
Glen Eagle Advisors
New Jersey
$1.99M -$160K -3,087 -8%
SM
399
Sweeney & Michel
California
$1.97M +$1.97M +37,977 New
T. Rowe Price Associates
400
T. Rowe Price Associates
Maryland
$1.97M +$1.95M +37,540 New

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.