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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
Northern Trust
1
Northern Trust
Illinois
$1.17B +$25.1M +483,249 +2%
Charles Schwab
2
Charles Schwab
California
$1.12B +$6.9M +132,783 +0.6%
BlackRock
3
BlackRock
New York
$1.06B +$395M +7,607,066 +60%
Ameriprise
4
Ameriprise
Minnesota
$729M +$26.6M +511,064 +4%
MMI
5
Matson Money Inc
Ohio
$697M -$7.65M -147,180 -1%
JSTA
6
Japan Science & Technology Agency
Japan
$545M
Goldman Sachs
7
Goldman Sachs
New York
$432M -$13.8M -266,334 -3%
Bank of America
8
Bank of America
North Carolina
$423M +$57.9M +1,114,480 +16%
Morgan Stanley
9
Morgan Stanley
New York
$401M +$5.81M +111,717 +1%
B
10
Barings
North Carolina
$358M
EWA
11
EP Wealth Advisors
California
$299M +$28.8M +554,630 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$298M +$53.9M +1,036,080 +22%
NI
13
NYL Investors
New York
$258M -$249M -4,786,000 -49%
PFA
14
Pure Financial Advisors
California
$239M +$23.7M +456,632 +11%
UBS Group
15
UBS Group
Switzerland
$237M -$16.9M -325,761 -7%
AC
16
Allstate Corporation
Illinois
$217M +$1.73M +33,279 +0.8%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$208M +$54.3M +1,043,630 +36%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$193M -$16.9M -325,741 -8%
Wells Fargo
19
Wells Fargo
California
$180M -$29.2M -561,579 -14%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$162M +$4.63M +88,970 +3%
Raymond James Financial
21
Raymond James Financial
Florida
$159M +$16.7M +321,452 +12%
Stifel Financial
22
Stifel Financial
Missouri
$152M -$20.8M -400,418 -12%
JP Morgan Chase
23
JP Morgan Chase
New York
$147M -$18.2M -350,875 -11%
Members Trust
24
Members Trust
Florida
$134M +$68.4M +1,316,625 +105%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$130M -$2.09M -40,212 -2%

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.