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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
BMCM
401
Bryn Mawr Capital Management
Pennsylvania
$1.96M -$608K -11,695 -24%
GC
402
GFG Capital
Florida
$1.95M
CA
403
Clearstead Advisors
Ohio
$1.94M +$531K +10,217 +38%
SFG
404
Sovereign Financial Group
Connecticut
$1.91M +$262K +5,043 +16%
NL
405
NVWM LLC
Pennsylvania
$1.9M +$833K +16,023 +79%
SCM
406
Steele Capital Management
Iowa
$1.9M -$86.2K -1,658 -4%
PWA
407
Physician Wealth Advisors
Utah
$1.87M -$312K -6,000 -14%
AWA
408
Arkadios Wealth Advisors
Georgia
$1.86M +$399K +7,675 +28%
GC
409
Garde Capital
Washington
$1.86M +$1.84M +35,457 New
OMC
410
Old Mission Capital
Illinois
$1.85M +$1.84M +35,334 New
MHS
411
M Holdings Securities
Oregon
$1.83M +$24K +462 +1%
FA
412
FDx Advisors
Illinois
$1.83M -$118K -2,265 -6%
MCM
413
MidAtlantic Capital Management
Virginia
$1.8M +$28.6K +551 +2%
UCB
414
United Community Bank
South Carolina
$1.79M -$617K -11,870 -26%
GS
415
GWN Securities
Florida
$1.77M +$1.41M +27,048 +395%
HW
416
Hancock Whitney
Mississippi
$1.76M +$21.4K +412 +1%
RIL
417
Rothschild Investment LLC
Illinois
$1.74M +$142K +2,740 +9%
SFA
418
Sequoia Financial Advisors
Ohio
$1.73M +$75.1K +1,444 +5%
BCM
419
Brookstone Capital Management
Illinois
$1.73M -$36.2K -697 -2%
AIMU
420
Allianz Investment Management US
Minnesota
$1.73M -$780K -15,000 -31%
SCA
421
Snowden Capital Advisors
New York
$1.72M -$1.12M -21,520 -40%
KPWS
422
Kestra Private Wealth Services
Texas
$1.69M +$519K +9,982 +45%
MCWS
423
McKinley Carter Wealth Services
West Virginia
$1.69M -$249K -4,780 -13%
SSWM
424
Sheets Smith Wealth Management
North Carolina
$1.69M +$141K +2,704 +9%
CW
425
Cooksen Wealth
Texas
$1.68M +$58.6K +1,128 +4%

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.