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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
SAS
501
Stelac Advisory Services
New York
$1.04M
KP
502
Keel Point
Alabama
$1.04M +$22.1K +426 +2%
PL
503
Plancorp LLC
Missouri
$1.04M +$2.5K +48 +0.2%
PWM
504
Perigon Wealth Management
California
$1.04M -$74.8K -1,439 -7%
RCIM
505
Red Cedar Investment Management
Michigan
$1.04M
CFG
506
Compton Financial Group
Maryland
$1.04M -$14M -268,580 -93%
GWM
507
Grand Wealth Management
Michigan
$1.03M
NFG
508
Northeast Financial Group
Pennsylvania
$1.03M -$90.3K -1,736 -8%
CIA
509
Capital Investment Advisors
Georgia
$1.03M -$37.5K -721 -4%
RIM
510
Rockbridge Investment Management
New York
$1.02M -$728 -14 -0.1%
ZIM
511
Zacks Investment Management
Illinois
$1.02M -$52 -1 -0%
MIA
512
MMBG Investment Advisors
Florida
$1.01M +$67.6K +1,300 +7%
WHC
513
Wulff, Hansen & Co
California
$1.01M -$50.9K -980 -5%
GC
514
Gilbert & Cook
Iowa
$1M -$345K -6,643 -26%
KCM
515
Kanawha Capital Management
Virginia
$998K -$36.7K -706 -4%
SW
516
SlateStone Wealth
Florida
$995K +$231K +4,450 +31%
CIBC Asset Management
517
CIBC Asset Management
Ontario, Canada
$994K -$2.86K -55 -0.3%
WLIM
518
White Lighthouse Investment Management
Massachusetts
$986K
BMC
519
Bear Mountain Capital
Washington
$960K -$8.68K -167 -0.9%
AIFAIM
520
American Institute for Advanced Investment Management
Arizona
$948K +$67.6K +1,300 +8%
AIP
521
Alexis Investment Partners
Texas
$935K +$447K +8,600 +93%
AR
522
Advisory Research
Illinois
$934K
BW
523
Blalock Williams
Alabama
$928K
Bessemer Group
524
Bessemer Group
New Jersey
$919K -$45.4K -874 -5%
NL
525
NWAM LLC
Washington
$915K -$91.8K -1,766 -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.