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iShares 1-5 Year Investment Grade Corporate Bond ETF

1,009 hedge funds and large institutions have $15.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 468 increasing their positions, 295 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 295

21% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 73

4% more funds holding in top 10

Funds holding in top 10: 7578 (+3)

0% less funds holding

Funds holding: 1,0131,009 (-4)

2% less capital invested

Capital invested by funds: $15.9B → $15.7B (-$252M)

2.45% less ownership

Funds ownership: 73.43%70.98% (-2.5%)

Holders
1,009
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
12.42%
Holding in Top 10
78
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4%
% of All Funds
0.96%
New
88
Increased
468
Reduced
295
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
576
Sage Financial Group
Pennsylvania
$719K -$608K -11,508 -46%
CT
577
Clearstead Trust
Maine
$714K +$461K +8,729 +180%
FPCG
578
Forum Private Client Group
Indiana
$710K -$26K -492 -4%
MWM
579
Maridea Wealth Management
New York
$709K +$62.2K +1,176 +10%
CCG
580
Cypress Capital Group
Florida
$706K +$346K +6,550 +95%
RA
581
RFG Advisory
Alabama
$701K +$9.67K +183 +1%
GHA
582
Good Harbor Advisors
Massachusetts
$701K +$53.7K +1,016 +8%
PWS
583
Peloton Wealth Strategists
Indiana
$701K +$77K +1,456 +12%
LCM
584
Lazari Capital Management
California
$700K -$13.5K -256 -2%
SI
585
Severin Investments
Missouri
$698K +$702K +13,278 New
BFO
586
Boston Family Office
Massachusetts
$697K -$11K -208 -2%
FA
587
Fiduciary Alliance
South Carolina
$692K +$16.4K +310 +2%
BMCM
588
Bryn Mawr Capital Management
Pennsylvania
$689K -$188K -3,561 -21%
EIA
589
Emerald Investment Advisers
Pennsylvania
$689K +$693K +13,101 New
CAG
590
Curtis Advisory Group
California
$684K +$40.4K +764 +6%
WC
591
Wynn Capital
Georgia
$678K
HWM
592
HB Wealth Management
Georgia
$677K -$6.92K -131 -1%
MWA
593
Madson Wealth Advisors
California
$672K +$676K +12,783 New
TC
594
TAGStone Capital
North Carolina
$671K +$203K +3,845 +43%
ATI
595
ARK & TLK Investments
Oklahoma
$667K
VCA
596
Verdence Capital Advisors
Maryland
$665K +$38.4K +726 +6%
LWANC
597
Laurel Wealth Advisors (North Carolina)
North Carolina
$657K +$119K +2,249 +22%
WB
598
WesBanco Bank
West Virginia
$650K +$27.8K +526 +4%
AFA
599
Avant Financial Advisors
Texas
$650K
Natixis Advisors
600
Natixis Advisors
Massachusetts
$649K +$653K +12,354 New

IGSB Hedge Fund Activity: Q1 2026 in Review

1,009 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2026, worth a combined $15.7B — down 1.6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new IGSB positions and 73 closed out — a net gain of 15 holders — while 468 added to existing stakes and 295 trimmed.

The largest buyer was Prudential Financial, adding an estimated $109M. The largest seller was Charles Schwab, cutting an estimated $386M.

  • 1,009 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2026, down from 1,013 in Q4 2025.
  • Funds reported $15.7B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2026, down 1.6% quarter-over-quarter.
  • 88 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2026 and 73 closed out, a net change of +15 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2026 was Prudential Financial, an estimated $109M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2026 was Charles Schwab, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2026.