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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
ADBIC
451
A.D. Beadell Investment Counsel
Wisconsin
$1.47M -$98.8K -1,900 -6%
CNBOF
452
City National Bank of Florida
Florida
$1.47M -$63.8K -1,228 -4%
FIG
453
FSA Investment Group
Florida
$1.46M
BAM
454
Belpointe Asset Management
Nevada
$1.46M +$1.45M +27,859 New
SWM
455
Seed Wealth Management
Illinois
$1.45M +$1.44M +27,775 New
P
456
&Partners
Tennessee
$1.45M -$212K -4,086 -13%
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$1.44M +$641K +12,332 +81%
Financial Engines Advisors
458
Financial Engines Advisors
California
$1.43M -$7.8K -150 -0.5%
WWM
459
Woodside Wealth Management
Massachusetts
$1.43M +$1.42M +27,293 New
FAM
460
Forte Asset Management
New York
$1.41M
BP
461
Ballentine Partners
Massachusetts
$1.4M
CFS
462
Coordinated Financial Services
Colorado
$1.4M +$61.4K +1,181 +5%
TC
463
TAGStone Capital
North Carolina
$1.39M +$1.13M +21,775 +449%
GVAG
464
Great Valley Advisor Group
Delaware
$1.37M -$71.1K -1,367 -5%
MFIM
465
Mesirow Financial Investment Management
Illinois
$1.37M -$17.6K -339 -1%
PW
466
Paladin Wealth
Minnesota
$1.37M +$784K +15,081 +137%
RCAG
467
Rehmann Capital Advisory Group
Michigan
$1.34M +$5.36K +103 +0.4%
PAA
468
Peregrine Asset Advisers
Oregon
$1.33M -$9.31K -179 -0.7%
YDMI
469
Y.D. More Investments
Israel
$1.32M
IWM
470
IHT Wealth Management
Illinois
$1.31M +$841K +16,179 +183%
PFS
471
Prospera Financial Services
Texas
$1.31M -$42.4K -816 -3%
SFM
472
Signet Financial Management
New Jersey
$1.3M -$304K -5,845 -19%
AO
473
Advisor OS
Illinois
$1.29M -$21.7K -417 -2%
LWL
474
Leo Wealth LLC
Texas
$1.27M +$1.26M +24,268 New
AI
475
Atria Investments
North Carolina
$1.26M -$994K -19,116 -44%

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.