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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
SWP
126
Summit Wealth Partners
Florida
$16M -$288K -5,545 -2%
FCBT
127
First Citizens Bank & Trust
North Carolina
$16M
IA
128
IFP Advisors
Florida
$15.9M +$1.67M +32,155 +12%
PA
129
Parallel Advisors
California
$15.8M +$12.5M +241,228 +403%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$15.7M
SIA
131
Strategic Investment Advisors
Michigan
$15.5M +$620K +11,929 +4%
State Farm Mutual Automobile Insurance
132
State Farm Mutual Automobile Insurance
Illinois
$15.5M
BMD
133
Better Money Decisions
New Mexico
$15M +$916K +17,627 +7%
Cerity Partners
134
Cerity Partners
New York
$14.9M -$673K -12,938 -4%
Mitsubishi UFJ Trust & Banking
135
Mitsubishi UFJ Trust & Banking
Japan
$14.6M
PPW
136
Presilium Private Wealth
Pennsylvania
$14.5M -$5.5M -105,709 -28%
TH
137
TCTC Holdings
Texas
$13.9M -$132K -2,535 -0.9%
SF
138
Summit Financial
New Jersey
$13.5M +$1.33M +25,564 +11%
ST
139
Smithfield Trust
Pennsylvania
$13.4M -$328K -6,314 -2%
COCM
140
Charter Oak Capital Management
New Hampshire
$13.3M -$244K -4,692 -2%
NB
141
NBT Bank
New York
$13.3M -$327K -6,294 -2%
Franklin Resources
142
Franklin Resources
California
$13.3M -$351K -6,760 -3%
DWS
143
Discipline Wealth Solutions
South Carolina
$13.2M -$347K -6,677 -3%
FCM
144
Fortis Capital Management
Washington
$13M -$817K -15,712 -6%
HNB
145
Huntington National Bank
Ohio
$13M
Citigroup
146
Citigroup
New York
$13M -$171K -3,290 -1%
MWM
147
MTC Wealth Management
Florida
$12.8M +$9.01M +173,271 +243%
GIM
148
Goelzer Investment Management
Indiana
$12.8M +$282K +5,420 +2%
BWA
149
BlueSky Wealth Advisors
North Carolina
$12.7M +$5.56K +107 +0%
BDF
150
Black Diamond Financial
Maryland
$12.6M +$944K +18,158 +8%

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.