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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
BFW
701
Brady Family Wealth
Missouri
$340K +$988 +19 +0.3%
DI
702
Disciplined Investments
Oklahoma
$340K
GC
703
Grimes & Company
Massachusetts
$339K -$44.1K -849 -12%
KFGG
704
Keystone Financial Group (Georgia)
Georgia
$339K +$10.3K +198 +3%
ATC
705
Argent Trust Co
Tennessee
$337K
BPAMU
706
BTG Pactual Asset Management US
New York
$336K
WS
707
Wedbush Securities
California
$333K -$41.1K -790 -11%
M&T Bank
708
M&T Bank
New York
$333K -$49.9K -960 -13%
LA
709
Lifeworks Advisors
Michigan
$330K +$11.2K +216 +4%
I
710
INVST
Indiana
$329K +$327K +6,288 New
KF
711
K2 Financial
California
$329K +$31.8K +611 +11%
SWA
712
Sax Wealth Advisors
New Jersey
$328K +$122K +2,352 +60%
WMA
713
West Michigan Advisors
Michigan
$326K -$15.7K -302 -5%
HWA
714
Heartwood Wealth Advisors
Virginia
$326K +$323K +6,216 New
TA
715
Townsend & Associates
Colorado
$320K
AEPWM
716
Atlantic Edge Private Wealth Management
Florida
$319K -$39.9K -768 -11%
CF
717
Centaurus Financial
California
$319K -$18.8K -362 -6%
FFP
718
FourThought Financial Partners
Florida
$318K -$346K -6,662 -52%
CAWM
719
Capital Advisors Wealth Management
Washington
$318K -$13.4K -257 -4%
IIA
720
Integral Investment Advisors
California
$317K +$69.7K +1,340 +28%
LMKC
721
L.M. Kohn & Company
Ohio
$315K +$52 +1 +0%
PPG
722
Peak Planning Group
Colorado
$314K +$29.7K +571 +11%
WAG
723
Winthrop Advisory Group
Massachusetts
$312K +$310K +5,959 New
4WM
724
4J Wealth Management
Virginia
$312K
TF
725
Trek Financial
Arizona
$311K +$309K +5,945 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.