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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
LIM
101
Leavell Investment Management
Alabama
$24.1M +$1.79M +34,472 +8%
GL
102
Graypoint LLC
New York
$23M +$4.57M +87,843 +25%
FG
103
Fiduciary Group
Georgia
$21.7M +$94.8K +1,823 +0.4%
AWM
104
AE Wealth Management
Kansas
$21.6M +$8.75M +168,323 +69%
CMP
105
Courage Miller Partners
Virginia
$21M +$158K +3,045 +0.8%
RIG
106
RiverFront Investment Group
Virginia
$20.5M +$6.74M +129,599 +49%
ASW
107
Astoria Strategic Wealth
Texas
$20.1M +$238K +4,573 +1%
AIMC
108
Alley Investment Management Company
Illinois
$19.9M +$56.8K +1,092 +0.3%
BHWM
109
Bar Harbor Wealth Management
New Hampshire
$19.7M +$17.4K +334 +0.1%
JSA
110
Jacobson & Schmitt Advisors
Wisconsin
$19.3M +$1.98M +38,172 +12%
AFS
111
Amtrust Financial Services
New York
$19.3M
Kayne Anderson Rudnick Investment Management
112
Kayne Anderson Rudnick Investment Management
California
$19.2M -$167K -3,212 -0.9%
SGAM
113
Stephens Group Asset Management
Arkansas
$19.1M -$668K -12,843 -3%
AWS
114
Atria Wealth Solutions
New York
$19M +$10.5M +202,780 +127%
FAIM
115
Financial Advocates Investment Management
Washington
$18M +$2.6M +50,105 +17%
ACA
116
Anchor Capital Advisors
Massachusetts
$17.6M -$2.13K -41 -0%
GC
117
Guggenheim Capital
Illinois
$17.3M +$728K +14,001 +4%
Creative Planning
118
Creative Planning
Kansas
$17.2M +$79.9K +1,537 +0.5%
BFC
119
Blue Fin Capital
Rhode Island
$17M +$897K +17,255 +6%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$16.9M +$363K +6,979 +2%
JHU
121
Johns Hopkins University
Maryland
$16.9M -$25.4M -488,199 -60%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$16.8M +$2.64M +50,689 +19%
SF
123
Schaeffer Financial
Maryland
$16.8M +$551K +10,601 +3%
SPIA
124
Steward Partners Investment Advisory
New York
$16.6M -$262K -5,046 -2%
SA
125
Strategic Advocates
Utah
$16M +$6.45M +124,070 +68%

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.