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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
PP
76
PDS Planning
Ohio
$35.4M +$725K +13,936 +2%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$35.4M +$1.34M +25,718 +4%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$35.2M -$4.59M -88,214 -12%
MD
79
Money Design
Japan
$35M -$29.1M -559,200 -46%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$34.4M +$9.38M +180,349 +38%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$34.1M +$8.12M +156,214 +32%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$34.1M +$1.12M +21,636 +3%
SWM
83
Stockman Wealth Management
Montana
$34M -$14.5M -278,572 -30%
NC
84
NewSquare Capital
Pennsylvania
$33.6M +$591K +11,367 +2%
GI
85
Gradient Investments
Minnesota
$33M +$12.8M +246,750 +64%
UCFA
86
United Capital Financial Advisors
Texas
$30.8M -$2.71M -52,148 -8%
Citadel Advisors
87
Citadel Advisors
Florida
$29.5M +$18.4M +353,343 +169%
PA
88
Procyon Advisors
Connecticut
$28.8M -$125K -2,401 -0.4%
TPCW
89
TD Private Client Wealth
New York
$28.6M +$5.41M +104,063 +24%
DIP
90
DT Investment Partners
Pennsylvania
$28M -$4.73M -91,057 -15%
AP
91
Atwood & Palmer
Missouri
$27.5M +$658K +12,649 +2%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$27.3M -$225K -4,329 -0.8%
DWM
93
Dakota Wealth Management
Florida
$27M +$2.41M +46,390 +10%
NCM
94
Nelson Capital Management
California
$26.8M +$2.74M +52,714 +11%
CPIG
95
Chicago Partners Investment Group
Illinois
$26.1M +$1.5M +28,938 +6%
OIA
96
OneDigital Investment Advisors
Kansas
$25.5M -$2.87M -55,220 -10%
Lazard Asset Management
97
Lazard Asset Management
New York
$25.4M
LFS
98
Lutz Financial Services
Nebraska
$25.3M +$63.8K +1,228 +0.3%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$24.6M +$865K +16,644 +4%
MWA
100
Monograph Wealth Advisors
California
$24.1M +$6.68M +128,567 +39%

IGSB Hedge Fund Activity: Q1 2025 in Review

942 of the 7,457 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.