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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
SNB
851
Security National Bank
Nebraska
$65.2K
BWL
852
Bogart Wealth LLC
Virginia
$64.9K
VWM
853
Valley Wealth Managers
New Jersey
$64.7K +$25.2K +485 +65%
FFA
854
Founders Financial Alliance
North Carolina
$62K -$18.4K -354 -23%
HI
855
Horizon Investments
North Carolina
$59.6K
SSB
856
Sandy Spring Bank
Maryland
$59.2K
FCMT
857
Founders Capital Management (Texas)
Texas
$54.5K
NEWAS
858
N.E.W. Advisory Services
Wisconsin
$52.2K +$51.8K +997 New
FM
859
Family Management
New York
$51.7K -$17.7M -341,157 -100%
CWM
860
Copia Wealth Management
Oregon
$50.9K
T
861
Tidemark
California
$49.6K
ADL
862
Asset Dedication LLC
California
$46.4K +$46.1K +886 New
IBOK
863
Independence Bank of Kentucky
Kentucky
$45.2K
CCM
864
Coldstream Capital Management
Washington
$44.7K +$44.3K +853 New
TIM
865
Thompson Investment Management
Wisconsin
$43.5K
MIFH
866
Migdal Insurance & Financial Holdings
Israel
$43K
KSB
867
Kennebec Savings Bank
Maine
$42.4K
BC
868
Barrett & Company
Rhode Island
$41.9K
DWM
869
Darwin Wealth Management
Florida
$41.8K
HT
870
Headlands Technologies
Illinois
$40.8K -$194K -3,741 -83%
HR
871
Howe & Rusling
New York
$38.3K +$38K +731 New
BIA
872
Bell Investment Advisors
California
$37.3K
CIA
873
Cape Investment Advisory
Georgia
$36.5K -$7.9K -152 -18%
BONH
874
Bank of New Hampshire
New Hampshire
$36.1K +$35.9K +690 New
SS
875
SBI Securities
Japan
$36K -$468 -9 -1%

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.