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
SI
526
SimpliFi Inc
California
$908K -$25.4K -489 -3%
AIA
527
Armor Investment Advisors
North Carolina
$902K -$747K -14,372 -45%
RWIA
528
Roger Wittlin Investment Advisory
California
$896K -$127K -2,451 -13%
IA
529
IFG Advisory
Georgia
$890K +$6.13K +118 +0.7%
SI
530
Stonekeep Investments
New Mexico
$883K
USB
531
Union Savings Bank
Connecticut
$879K
WA
532
Wambolt & Associates
Colorado
$878K -$67K -1,288 -7%
COLIM
533
City of London Investment Management
United Kingdom
$868K +$265K +5,100 +44%
HWM
534
HB Wealth Management
Georgia
$855K +$506K +9,733 +147%
PCP
535
Proficio Capital Partners
Massachusetts
$843K +$836K +16,090 New
EH
536
Equitable Holdings
New York
$839K +$407K +7,820 +95%
SAM
537
Strategy Asset Managers
California
$824K +$450K +8,648 +122%
BPA
538
Beacon Pointe Advisors
California
$821K +$178K +3,430 +28%
FPCG
539
Forum Private Client Group
Indiana
$820K -$18.8K -361 -2%
CW
540
CreativeOne Wealth
Kansas
$818K +$501K +9,638 +161%
AF
541
Advisornet Financial
Minnesota
$815K -$27.9K -537 -3%
CP
542
Cumberland Partners
Ontario, Canada
$811K +$126K +2,420 +19%
SAI
543
Savvy Advisors Inc
New York
$811K -$146K -2,803 -15%
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$808K +$26.1K +503 +3%
CCMINC
545
Cardinal Capital Management Inc (North Carolina)
North Carolina
$803K
GFWA
546
Grey Fox Wealth Advisors
Delaware
$791K +$260 +5 +0%
BFA
547
Beaumont Financial Advisors
Massachusetts
$791K -$6.39K -123 -0.8%
SW
548
SkyOak Wealth
Michigan
$790K -$84.3K -1,621 -10%
FWM
549
Fonville Wealth Management
Virginia
$787K -$111K -2,137 -12%
FHA
550
First Horizon Advisors
Tennessee
$779K -$9.72K -187 -1%

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.