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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
DAS
201
Dynamic Advisor Solutions
Arizona
$7.97M +$106K +2,048 +1%
HSBC Holdings
202
HSBC Holdings
United Kingdom
$7.96M -$96.2K -1,850 -1%
MM
203
Main Management
California
$7.92M +$2.86K +55 +0%
Deutsche Bank
204
Deutsche Bank
Germany
$7.89M +$1.11M +21,349 +17%
FTUS
205
Flow Traders U.S.
New York
$7.79M +$7.74M +148,792 New
TNBTD
206
Trustmark National Bank Trust Department
Mississippi
$7.77M +$821K +15,791 +12%
MWM
207
Meridian Wealth Management
Kentucky
$7.72M +$418K +8,049 +6%
SAM
208
Secure Asset Management
Michigan
$7.7M +$7.64M +147,040 New
OC
209
Oppenheimer & Co
New York
$7.53M -$202K -3,883 -3%
JWM
210
JPL Wealth Management
Colorado
$7.51M +$377K +7,247 +5%
KAS
211
Kestra Advisory Services
Texas
$7.41M +$2.13M +40,956 +41%
KWM
212
Kiker Wealth Management
Georgia
$7.38M +$1.16M +22,321 +19%
HCA
213
Heck Capital Advisors
Wisconsin
$7.36M +$3.05M +58,623 +72%
Corient Private Wealth
214
Corient Private Wealth
Florida
$7.3M -$331K -6,367 -4%
DCM
215
Dimension Capital Management
Florida
$7.29M -$717K -13,801 -9%
RMDI
216
R.M. Davis Inc
Maine
$7.28M -$487K -9,358 -6%
TWP
217
Total Wealth Planning
Ohio
$7.26M -$242K -4,650 -3%
HCM
218
Hilton Capital Management
New York
$7.18M +$174K +3,346 +3%
Principal Financial Group
219
Principal Financial Group
Iowa
$7.07M -$8.06M -155,000 -53%
OAM
220
Oppenheimer Asset Management
New York
$7.07M +$434K +8,342 +7%
WA
221
Wealthstar Advisors
Texas
$7.06M +$234K +4,510 +3%
FCIM
222
Fairview Capital Investment Management
California
$7.02M -$130K -2,500 -2%
MPW
223
MA Private Wealth
California
$7.01M -$340K -6,543 -5%
EBSAM
224
Eubel Brady & Suttman Asset Management
Ohio
$7.01M -$116K -2,236 -2%
MFG
225
Marmo Financial Group
Tennessee
$7M +$6.95M +133,731 New

IGSB Hedge Fund Activity: Q1 2025 in Review

942 of the 7,458 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.