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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
IPW
751
Intergy Private Wealth
Colorado
$276K -$7.38K -142 -3%
ISWM
752
Independent Solutions Wealth Management
New York
$276K
EAM
753
Evanson Asset Management
California
$275K +$1.92K +37 +0.7%
IP
754
Ignite Planners
California
$274K
CWM
755
C2C Wealth Management
Arizona
$272K
GBT
756
Grove Bank & Trust
Florida
$269K
PT
757
Plimoth Trust
Massachusetts
$269K
PWMAG
758
Pinnacle Wealth Management Advisory Group
New Jersey
$268K -$3.85K -74 -1%
AP
759
Americana Partners
Texas
$267K
WB
760
Webster Bank
Connecticut
$267K +$18.6K +358 +8%
CWM
761
Centurion Wealth Management
Virginia
$266K
HS
762
Horan Securities
United States
$266K +$20.4K +392 +8%
PTC
763
Private Trust Company
Ohio
$264K -$131K -2,527 -33%
BMCM
764
Black Maple Capital Management
Wisconsin
$262K
SCTC
765
Sanibel Captiva Trust Company
Florida
$262K +$260K +5,000 New
IWP
766
Insight Wealth Partners
Texas
$261K -$2.34K -45 -0.9%
DIA
767
Davidson Investment Advisors
Montana
$259K
MW
768
MBL Wealth
North Carolina
$258K -$22.9K -440 -8%
SFG
769
Seamount Financial Group
Colorado
$253K +$4.42K +85 +2%
EI
770
eCIO Inc
Wisconsin
$252K +$250K +4,810 New
PPC
771
Park Place Capital
Alabama
$251K -$65K -1,250 -21%
CWP
772
Concord Wealth Partners
Virginia
$248K +$1.66K +32 +0.7%
VH
773
Visionary Horizons
Tennessee
$247K +$245K +4,719 New
IAA
774
Independent Advisor Alliance
North Carolina
$240K -$767K -14,755 -76%
MC
775
Middleton & Co
Massachusetts
$236K

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.