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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
DILH
151
Dai-ichi Life Holdings
Japan
$12.5M -$712K -13,700 -5%
DLCIG
152
D.L. Carlson Investment Group
New Hampshire
$12.4M +$27.1K +522 +0.2%
PP
153
Prosperity Planning
Missouri
$12.3M +$455K +8,743 +4%
BCI
154
Brinker Capital Investments
Pennsylvania
$12.3M -$213K -4,097 -2%
OPS
155
Orion Portfolio Solutions
Nebraska
$12.3M -$213K -4,097 -2%
DCM
156
Disciplina Capital Management
Tennessee
$12.2M +$5.53M +106,285 +84%
KL
157
KWMG LLC
Kansas
$11.8M -$2.5M -48,056 -18%
BWP
158
Bernardo Wealth Planning
Pennsylvania
$11.7M +$248K +4,772 +2%
AA
159
Alesco Advisors
New York
$11.7M +$139K +2,665 +1%
AWM
160
Avior Wealth Management
Nebraska
$11.5M +$23.9K +459 +0.2%
CT
161
Caldwell Trust
Florida
$11.3M +$994K +19,129 +10%
LFG
162
Larson Financial Group
Missouri
$11M -$722K -13,894 -6%
CL
163
Choreo LLC
Illinois
$10.9M -$5.53M -106,410 -34%
JIR
164
James Investment Research
Ohio
$10.9M -$47.9K -922 -0.4%
PFPT
165
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.8M -$79.6K -1,532 -0.7%
BWAM
166
Boyd Watterson Asset Management
Ohio
$10.8M -$15.6M -299,284 -59%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$10.6M -$774K -14,880 -7%
PIMG
168
Patriot Investment Management Group
Tennessee
$10.3M +$278K +5,352 +3%
PAG
169
Powers Advisory Group
Illinois
$10.3M +$184K +3,547 +2%
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$10.2M -$492K -9,462 -5%
TWC
171
TD Waterhouse Canada
Ontario, Canada
$10.2M +$1.05M +20,152 +12%
HCM
172
Hall Capital Management
Rhode Island
$10.1M -$136K -2,618 -1%
SPC
173
Sigma Planning Corp
Michigan
$10.1M +$5.26M +101,226 +110%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$10.1M -$438K -8,417 -4%
MWA
175
MFA Wealth Advisors
Pennsylvania
$9.98M -$10.1M -193,734 -50%

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.