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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
WCG
426
Weaver Consulting Group
California
$1.67M +$89.2K +1,716 +6%
KWM
427
Kingsview Wealth Management
Oregon
$1.66M +$115K +2,203 +7%
FWC
428
First Washington Corp
Washington
$1.65M
CIA
429
Compass Ion Advisors
Pennsylvania
$1.6M -$145K -2,785 -8%
HPM
430
Hudson Portfolio Management
New York
$1.6M +$762K +14,653 +92%
CIP
431
Capital Insight Partners
Arizona
$1.6M +$10K +193 +0.6%
WRPWM
432
Werba Rubin Papier Wealth Management
California
$1.6M +$14.6K +281 +0.9%
TW
433
TritonPoint Wealth
Maryland
$1.59M -$6.34K -122 -0.4%
BFA
434
Brown Financial Advisors
Ohio
$1.59M +$82.9K +1,595 +6%
Lido Advisors
435
Lido Advisors
California
$1.57M -$1.01M -19,508 -39%
SFG
436
Sage Financial Group
Pennsylvania
$1.57M -$499K -9,593 -24%
FNBT
437
FineMark National Bank & Trust
Florida
$1.56M +$256K +4,917 +20%
TPA
438
Trivium Point Advisory
Connecticut
$1.56M -$6.19K -119 -0.4%
FA
439
Flagstar Advisors
New York
$1.56M -$85.1K -1,636 -5%
SW
440
Simplicity Wealth
New Jersey
$1.54M -$63.8K -1,228 -4%
ISL
441
Ingalls & Snyder LLC
New York
$1.53M -$9.88K -190 -0.6%
PA
442
Pinnacle Associates
New York
$1.53M -$138K -2,654 -8%
BCM
443
Buckhead Capital Management
Georgia
$1.52M +$1.51M +29,069 New
SF
444
Synovus Financial
Georgia
$1.51M +$432K +8,309 +40%
EGM
445
Engineers Gate Manager
New York
$1.51M +$756K +14,547 +102%
AA
446
Argent Advisors
Louisiana
$1.49M -$1.27M -24,404 -46%
NGA
447
Naples Global Advisors
Florida
$1.49M +$262K +5,040 +22%
FMI
448
F/M Investments
District of Columbia
$1.48M +$55.2K +1,061 +4%
KA
449
Kovack Advisors
Florida
$1.48M -$40.1K -772 -3%
GGI
450
Godsey & Gibb Inc
Virginia
$1.47M +$125K +2,410 +9%

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.