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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
WCM
651
WealthBridge Capital Management
Ohio
$437K
BF
652
Brucke Financial
Indiana
$436K -$8.58K -165 -2%
RI
653
Ridgewood Investments
New Jersey
$430K +$142K +2,727 +50%
CA
654
Calton & Associates
Florida
$430K +$58.4K +1,124 +16%
BHWM
655
Beaird Harris Wealth Management
Texas
$429K +$260 +5 +0.1%
KAS
656
KPP Advisory Services
Kentucky
$427K +$423K +8,146 New
CCG
657
Ceeto Capital Group
Florida
$419K
AWM
658
Ameliora Wealth Management
Switzerland
$419K -$25.4K -488 -6%
GPA
659
Garrison Point Advisors
California
$416K
VP
660
Verum Partners
North Carolina
$414K -$34.4K -661 -8%
EW
661
Elyxium Wealth
California
$414K
JCM
662
Janney Capital Management
Pennsylvania
$413K -$26K -501 -6%
RWM
663
Rialto Wealth Management
New York
$412K -$104 -2 -0%
SAM
664
Strive Asset Management
Ohio
$412K +$94.5K +1,817 +30%
AWA
665
Arete Wealth Advisors
Illinois
$409K -$10.8K -208 -3%
CWP
666
Cyndeo Wealth Partners
Florida
$407K -$50.4K -970 -11%
AL
667
Aspiriant LLC
California
$407K +$121K +2,332 +43%
OCM
668
Orleans Capital Management
Louisiana
$401K
First Manhattan
669
First Manhattan
New York
$400K +$7.43K +143 +2%
DBRC
670
D.B. Root & Company
Pennsylvania
$397K
FUBT
671
First United Bank & Trust
Maryland
$397K -$34.5K -664 -8%
AIP
672
Ameritas Investment Partners
Nebraska
$396K +$1.56K +30 +0.4%
XT
673
XTX Topco
Cayman Islands
$395K +$392K +7,534 New
T
674
TrueFG
Texas
$390K -$20.5K -395 -5%
SS
675
Sunbelt Securities
Texas
$388K -$2.55K -49 -0.7%

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.