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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
OC
1001
Oarsman Capital
Wisconsin
-$59.2K -1,145 Closed
FFO
1002
Fortitude Family Office
Arizona
-$42.8K -827 Closed
CP
1003
Castleview Partners
Texas
-$40.5K -783 Closed
PWM
1004
Parkworth Wealth Management
California
-$32.7K -633 Closed
CAS
1005
Coppell Advisory Solutions
Texas
-$30K -580 Closed
GIP
1006
Granite Investment Partners
California
-$24.6K -476 Closed
FLP
1007
Financial Life Planners
Arizona
-$21.8K -421 Closed
WIM
1008
Westside Investment Management
California
-$20.7K -400 Closed
RA
1009
Ransom Advisory
Rhode Island
-$18K -348 Closed
BOJHT
1010
Bank of Jackson Hole Trust
Wyoming
-$15.4K -298 Closed
KBFS
1011
Kohmann Bosshard Financial Services
Ohio
-$13.5K -261 Closed
CA
1012
Centerpoint Advisors
Massachusetts
-$13K -250 Closed
EPW
1013
Endeavor Private Wealth
Kansas
-$12.6K -244 Closed
VHAM
1014
Van Hulzen Asset Management
California
-$10.5K -202 Closed
FWM
1015
FLP Wealth Management
Arkansas
-$9.62K -186 Closed
OFG
1016
Oxford Financial Group
Indiana
-$8.12K -157 Closed
RIA
1017
Realta Investment Advisors
Delaware
-$2.93K -57 Closed
CFD
1018
Creative Financial Designs
Indiana
-$2.9K -56 Closed
TAM
1019
Tucker Asset Management
Colorado
-$2.17K -42 Closed
BCMLT
1020
Beacon Capital Management LLC (Tennessee)
Tennessee
-$1.86K -36 Closed
RS
1021
Rakuten Securities
Japan
-$569 -11 Closed

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.