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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
CIAS
901
Capital Investment Advisory Services
North Carolina
$16.7K +$12.5K +240 +304%
SA
902
SRH Advisors
Kansas
$15.7K
DRP
903
Decker Retirement Planning
Utah
$14.8K
CAM
904
Costello Asset Management
Pennsylvania
$14.8K +$14.7K +282 New
KGP
905
Keystone Global Partners
Colorado
$13.1K
SAM
906
Smartleaf Asset Management
Massachusetts
$12.3K -$21.9K -422 -64%
FIM
907
FWL Investment Management
Texas
$12K +$1.56K +30 +15%
RFS
908
Richardson Financial Services
Massachusetts
$11.9K -$52 -1 -0.4%
NWMP
909
Noble Wealth Management PBC
Colorado
$11.5K
GWANC
910
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.4K -$1M -19,299 -99%
FFA
911
Frazier Financial Advisors
Ohio
$10.3K
IHWM
912
Iron Horse Wealth Management
Iowa
$9.64K +$9.57K +184 New
PSFG
913
Park Square Financial Group
Georgia
$8.96K -$3.85K -74 -30%
RFA
914
Register Financial Advisors
Georgia
$7.98K +$52 +1 +0.7%
BTI
915
Blue Trust Inc
Georgia
$7.59K -$42.6K -820 -85%
MA
916
Montag & Associates
Georgia
$7.33K
MWA
917
Medallion Wealth Advisors
Connecticut
$6.79K
BA
918
Bristlecone Advisors
Washington
$6.7K
IF
919
Integrity Financial
Wyoming
$6.28K +$6.24K +120 New
JFA
920
JNBA Financial Advisors
Minnesota
$5.97K
MIA
921
MeadowBrook Investment Advisors
Michigan
$5.78K
FWA
922
Flagship Wealth Advisors
Massachusetts
$5.71K +$2.13K +41 +60%
TCPG
923
Trivant Custom Portfolio Group
California
$5.24K
SR
924
Syntax Research
Florida
$5.18K -$28.9K -556 -85%
HIIFS
925
Harel Insurance Investments & Financial Services
Israel
$5K +$5.04K +97 New

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.