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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
OPWM
776
Oxinas Partners Wealth Management
Indiana
$236K +$16.4K +315 +8%
BBA
777
BLB&B Advisors
Pennsylvania
$235K
FWM
778
Foguth Wealth Management
Michigan
$234K -$1.61K -31 -0.7%
AWM
779
Accurate Wealth Management
Florida
$234K -$4K -77 -2%
GWAM
780
Guardian Wealth Advisors (Minnesota)
Minnesota
$234K -$19.7K -379 -8%
MWM
781
Maridea Wealth Management
New York
$232K +$230K +4,428 New
PPWP
782
Premier Path Wealth Partners
New Jersey
$227K +$226K +4,340 New
FP
783
Financial Perspectives
Minnesota
$225K -$4.47K -86 -2%
AG
784
AmeriFlex Group
Nevada
$225K +$728 +14 +0.3%
HIMC
785
Heritage Investors Management Corp
Maryland
$224K +$223K +4,286 New
PFA
786
Portland Financial Advisors
New York
$219K
FHA
787
Flagship Harbor Advisors
Massachusetts
$219K +$217K +4,179 New
TIP
788
Tandem Investment Partners
New Jersey
$217K -$8.01K -154 -4%
SHGA
789
Sand Hill Global Advisors
California
$217K -$3.22K -62 -1%
FIA
790
Foundations Investment Advisors
Arizona
$216K -$51.2K -984 -19%
FAFN
791
First Affirmative Financial Network
Colorado
$215K -$47.3K -909 -18%
MG
792
Mather Group
Illinois
$214K +$21.8K +420 +11%
MWM
793
Mascoma Wealth Management
New Hampshire
$212K -$51.6K -993 -20%
LCGC
794
Legacy Capital Group California
California
$212K +$4.63K +89 +2%
FCH
795
Freestone Capital Holdings
Washington
$212K +$210K +4,044 New
PWA
796
PCG Wealth Advisors
Kansas
$209K -$208K -4,000 -50%
IIM
797
Ipswich Investment Management
Massachusetts
$209K
MCA
798
Martin Capital Advisors
Texas
$207K
PFGIA
799
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$205K +3,951 New
RB
800
Renasant Bank
Mississippi
$206K

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.