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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
CA
826
Continuum Advisory
Idaho
$126K -$47.3K -909 -27%
SIM
827
Studio Investment Management
Illinois
$123K
GM
828
GeoWealth Management
Illinois
$123K -$15.6K -300 -11%
EWM
829
EPG Wealth Management
Georgia
$122K -$6.71K -129 -5%
SWC
830
Spectrum Wealth Counsel
Indiana
$116K
CT
831
Colonial Trust
South Carolina
$113K -$42.9K -826 -28%
OP
832
ORG Partners
Indiana
$111K +$3.85K +74 +4%
LCM
833
Logan Capital Management
Pennsylvania
$109K +$3.02K +58 +3%
MSG
834
Main Street Group
Virginia
$105K
FFWM
835
Future Financial Wealth Management
Ohio
$103K
LWANC
836
Laurel Wealth Advisors (North Carolina)
North Carolina
$92.3K
ABWM
837
Alpine Bank Wealth Management
Colorado
$90.1K +$89.4K +1,720 New
FPB
838
First PREMIER Bank
South Dakota
$90K -$22.4K -430 -20%
FDCDDQ
839
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89K
NFSG
840
Newbridge Financial Services Group
Florida
$89K
SPF
841
South Plains Financial
Texas
$86.9K
WF
842
Wayfinding Financial
Washington
$84K +$84.1K +1,617 New
EWA
843
Elevate Wealth Advisory
Georgia
$80.3K +$14.6K +280 +22%
CB
844
Community Bank
New York
$79.6K -$19.8K -380 -20%
UBP
845
Union Bancaire Privee
Switzerland
$78.4K
PBK
846
Peoples Bank (Kansas)
Kansas
$77.4K +$76.9K +1,479 New
MFA
847
McClarren Financial Advisors
Pennsylvania
$76K +$8.16K +157 New
RLIM
848
Red Lighthouse Investment Management
New York
$73K -$4.26K -82 -5%
FNWM
849
Financial Network Wealth Management
Utah
$68K +$68.3K +1,313 New
LWCFA
850
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66.2K

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.