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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
PHS
551
Pekin Hardy Strauss
Illinois
$775K +$2.6K +50 +0.3%
VRM
552
Vectors Research Management
New York
$766K -$2.5M -48,164 -77%
SC
553
Saiph Capital
New Jersey
$764K
SIA
554
Schechter Investment Advisors
Michigan
$761K -$2.96K -57 -0.4%
MLM
555
Mount Lucas Management
Pennsylvania
$761K -$14.6K -280 -2%
Bank Julius Baer & Co
556
Bank Julius Baer & Co
Switzerland
$759K -$141K -2,717 -16%
CLOS
557
Compagnie Lombard Odier SCmA
Switzerland
$759K +$10.4K +200 +1%
WPC
558
Waters Parkerson & Co
Louisiana
$758K +$186K +3,575 +33%
SNWA
559
Siligmueller & Norvid Wealth Advisors
Illinois
$757K
LCM
560
Lazari Capital Management
California
$753K -$13.9K -268 -2%
AWA
561
Acorn Wealth Advisors
Michigan
$746K -$3.74K -72 -0.5%
BTD
562
BankPlus Trust Department
Mississippi
$743K +$40.4K +778 +6%
FWIA
563
Fort Washington Investment Advisors
Ohio
$741K
SFG
564
Sunburst Financial Group
Alabama
$736K
EWA
565
Exencial Wealth Advisors
Oklahoma
$722K +$59.5K +1,145 +9%
CGFA
566
Colton Groome Financial Advisors
North Carolina
$722K -$114K -2,200 -14%
JWCA
567
J.W. Cole Advisors
Florida
$719K -$1.54M -29,574 -68%
SF
568
SWP Financial
California
$719K -$76.7K -1,475 -10%
ATI
569
ARK & TLK Investments
Oklahoma
$714K
OWA
570
Octavia Wealth Advisors
Ohio
$696K -$364 -7 -0.1%
CAG
571
Curtis Advisory Group
California
$685K +$62.2K +1,197 +10%
MFS
572
Mattson Financial Services
Michigan
$678K -$1.2M -23,135 -64%
BHB
573
Bank Hapoalim BM
Israel
$676K
WC
574
Wynn Capital
Georgia
$676K
RPC
575
Rossmore Private Capital
Connecticut
$671K +$666K +12,814 New

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.