We are live on ! Find out more
IGSB icon

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
12.43%
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
PCM
51
Palisade Capital Management
New Jersey
$53M +$17M +321,501 +47%
DWM
52
Dakota Wealth Management
Florida
$52.1M +$3.63M +68,765 +7%
TPCW
53
TD Private Client Wealth
New York
$51.9M +$9.12M +172,446 +21%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$51.9M -$5.68M -107,500 -10%
GG
55
Greenwood Gearhart
Arkansas
$51.8M +$2.98M +56,469 +6%
BEI
56
Benjamin Edwards Inc
Missouri
$51.6M +$23.5M +443,959 +82%
KAS
57
Kestra Advisory Services
Texas
$50.8M +$35.5M +671,453 +228%
Cerity Partners
58
Cerity Partners
New York
$50M +$3.59M +67,903 +8%
ZIG
59
Zurich Insurance Group
Switzerland
$47M
BSB
60
Bangor Savings Bank
Maine
$45.8M +$1.56M +29,491 +4%
CIC
61
Cutler Investment Counsel
Oregon
$44.8M +$669K +12,649 +2%
FT
62
Fiduciary Trust
Massachusetts
$44.5M -$450K -8,515 -1%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$43.5M +$1.59M +30,034 +4%
RWM
64
Ritholtz Wealth Management
New York
$43.2M +$2.19M +41,367 +5%
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$41.6M +$1.44M +27,268 +4%
PP
66
PDS Planning
Ohio
$40.4M +$2.07M +39,127 +5%
SWM
67
Stockman Wealth Management
Montana
$38.7M +$3.25M +61,563 +9%
CCA
68
Clearwater Capital Advisors
Illinois
$38.6M -$1.84M -34,803 -5%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$38.3M +$2.99M +56,581 +8%
NCM
70
Nelson Capital Management
California
$38.1M +$3.4M +64,309 +10%
Osaic Holdings
71
Osaic Holdings
Arizona
$36.2M -$10.2M -193,169 -22%
PA
72
Parallel Advisors
California
$34.5M +$19.5M +369,284 +129%
SF
73
Schaeffer Financial
Maryland
$34.1M +$2.08M +39,332 +6%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$34M +$1.21M +22,939 +4%
MWA
75
Monograph Wealth Advisors
California
$33.5M +$3.78M +71,550 +13%