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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
KCPT
601
Kingstone Capital Partners Texas
Texas
$565K -$76.8K -1,478 -12%
WWA
602
Wingate Wealth Advisors
Massachusetts
$544K +$3.85K +74 +0.7%
WAS
603
Wealth Advisory Solutions
Indiana
$544K -$25K -481 -4%
LFAS
604
Level Four Advisory Services
Texas
$537K
LB
605
Legacy Bridge
Iowa
$537K -$20.8K -400 -4%
GSWA
606
Good Steward Wealth Advisors
Tennessee
$533K +$529K +10,176 New
EFS
607
Essex Financial Services
Connecticut
$532K
MFG
608
Merit Financial Group
Georgia
$531K +$527K +10,141 New
RWP
609
RWA Wealth Partners
Massachusetts
$525K -$213K -4,100 -29%
1IA
610
1834 Investment Advisors
Wisconsin
$522K -$95.9K -1,845 -16%
FIM
611
Freedom Investment Management
Connecticut
$522K -$85.4K -1,642 -14%
BJL
612
Brighton Jones LLC
Washington
$520K -$25.5K -490 -5%
CWA
613
Cascade Wealth Advisors
Washington
$520K
USCWA
614
U.S. Capital Wealth Advisors
Texas
$519K
HI
615
Harbour Investments
Wisconsin
$517K -$260K -4,998 -34%
GSWM
616
Golden State Wealth Management
California
$512K -$34.9K -671 -6%
DADC
617
D.A. Davidson & Co
Montana
$505K -$51.9K -999 -9%
AFO
618
Allie Family Office
Florida
$501K
AWM
619
AllSquare Wealth Management
New York
$501K
FFA
620
Farther Finance Advisors
California
$499K -$177K -3,409 -26%
MCM
621
Mattern Capital Management
Colorado
$499K +$495K +9,527 New
HWM
622
Hohimer Wealth Management
Washington
$497K +$26K +501 +6%
BWA
623
BlueChip Wealth Advisors
Georgia
$497K +$224K +4,312 +83%
BFO
624
Boston Family Office
Massachusetts
$495K +$9.88K +190 +2%
1CM
625
1492 Capital Management
Wisconsin
$490K -$15.8K -304 -3%

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.