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
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$127M +$67.9M +1,307,000 +116%
Truist Financial
27
Truist Financial
North Carolina
$115M -$3.25M -62,570 -3%
LPL Financial
28
LPL Financial
California
$105M +$4.83M +92,987 +5%
Renaissance Technologies
29
Renaissance Technologies
New York
$104M +$52.8M +1,015,700 +105%
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
$99.5M +$3.94M +75,817 +4%
BB
31
Busey Bank
Illinois
$98.9M -$27.9M -535,800 -22%
Kovitz Investment Group Partners
32
Kovitz Investment Group Partners
Illinois
$96.5M -$1.16M -22,323 -1%
ACG
33
Arch Capital Group
Bermuda
$91.2M +$66.1M +1,272,380 +271%
HTC
34
Haverford Trust Company
Pennsylvania
$90.6M -$13.9M -268,289 -13%
HighTower Advisors
35
HighTower Advisors
Illinois
$88.1M +$3.72M +71,481 +4%
KeyBank National Association
36
KeyBank National Association
Ohio
$84.3M +$3.73M +71,790 +5%
MMA
37
Miracle Mile Advisors
California
$81.1M +$3.78M +72,685 +5%
WJWM
38
Williams Jones Wealth Management
New York
$81.1M +$1.02M +19,600 +1%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$80.8M -$116M -2,240,219 -59%
DWM
40
Dynasty Wealth Management
Florida
$79.5M +$4M +76,878 +5%
QWP
41
Quotient Wealth Partners
Texas
$77M +$2.55M +49,021 +3%
DWM
42
Destination Wealth Management
California
$73.8M +$1.41M +27,128 +2%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$67.7M +$14.4M +276,305 +27%
AssetMark Inc
44
AssetMark Inc
California
$66.3M -$24.2M -464,549 -27%
Mariner
45
Mariner
Kansas
$64.2M -$137K -2,627 -0.2%
MCM
46
MAI Capital Management
Ohio
$62.3M +$2.3M +44,275 +4%
OCM
47
One Capital Management
California
$61.9M -$768K -14,780 -1%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$60.6M +$16.9M +325,488 +39%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$60.3M -$33.6M -646,110 -36%
MML Investors Services
50
MML Investors Services
Massachusetts
$58.9M +$5.22M +100,345 +10%

IGSB Hedge Fund Activity: Q1 2025 in Review

942 of the 7,457 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.