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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
SA
576
Sovran Advisors
California
$669K +$308K +5,917 +85%
HH
577
Hilltop Holdings
Texas
$666K +$25K +480 +4%
PF
578
Phoenix Financial
Israel
$665K
MBI
579
May Barnhard Investments
Maryland
$663K -$58.3K -1,122 -8%
PS
580
Principal Securities
Iowa
$658K +$60.7K +1,168 +10%
PI
581
PFG Investments
New York
$654K -$35.5K -682 -5%
AFA
582
American Financial Advisors
Georgia
$653K -$10K -193 -2%
PFM
583
Phillips Financial Management
Indiana
$641K +$52 +1 +0%
VCA
584
Verdence Capital Advisors
Maryland
$639K -$114K -2,191 -15%
AFA
585
Avant Financial Advisors
Texas
$639K
LAM
586
Lewis Asset Management
California
$622K -$351K -6,760 -36%
PWS
587
Peloton Wealth Strategists
Indiana
$621K -$16K -307 -3%
BFG
588
Berger Financial Group
Minnesota
$614K +$609K +11,717 New
VFA
589
Voya Financial Advisors
Connecticut
$605K -$218K -4,189 -27%
TCA
590
Transcend Capital Advisors
New Jersey
$600K +$127K +2,435 +27%
SFFS
591
Stonehage Fleming Financial Services
Jersey
$594K -$130K -2,505 -18%
DWP
592
Daymark Wealth Partners
Ohio
$588K +$572 +11 +0.1%
RA
593
RFG Advisory
Alabama
$584K +$53.4K +1,028 +10%
WCM
594
Winebrenner Capital Management
Kentucky
$583K -$572K -11,002 -50%
C1AG
595
Client 1st Advisory Group
Florida
$580K
GWA
596
Genesis Wealth Advisors
Massachusetts
$577K -$31.8K -612 -5%
CPA
597
Cardiff Park Advisors
California
$576K +$676 +13 +0.1%
FCI
598
Financial Counselors Inc
Kansas
$571K -$260 -5 -0%
IAS
599
Insigneo Advisory Services
Florida
$566K +$137K +2,628 +32%
DW
600
Dodds Wealth
Colorado
$565K -$55.5K -1,068 -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.