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iShares 1-5 Year Investment Grade Corporate Bond ETF

948 hedge funds and large institutions have $15.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 398 increasing their positions, 295 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 295

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

0% more funds holding

Funds holding: 944948 (+4)

4.79% less ownership

Funds ownership: 76.34%71.54% (-4.8%)

7% less funds holding in top 10

Funds holding in top 10: 7469 (-5)

7% less capital invested

Capital invested by funds: $16.5B → $15.3B (-$1.18B)

Holders
948
Holders Change
+4
Holders Change %
+0.42%
% of All Funds
12.44%
Holding in Top 10
69
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.76%
% of All Funds
0.91%
New
82
Increased
398
Reduced
295
Closed
62
Calls
$541K
Puts
Net Calls
+$541K
Net Calls Change
+$541K
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
226
Regions Financial Corp
Alabama
$6.91M +$259K +4,911 +4%
AIM
227
Aspen Investment Management
Michigan
$6.89M +$732K +13,860 +12%
HW
228
Hancock Whitney
Mississippi
$6.86M -$380K -7,205 -5%
OAM
229
Oppenheimer Asset Management
New York
$6.78M -$361K -6,840 -5%
EBSAM
230
Eubel Brady & Suttman Asset Management
Ohio
$6.77M -$117K -2,209 -2%
CISOA
231
Capital Investment Services of America
Wisconsin
$6.69M
CICC
232
Capital Investment Counsel (Colorado)
Colorado
$6.69M +$356K +6,750 +6%
TWP
233
Total Wealth Planning
Ohio
$6.59M -$96.1K -1,820 -1%
MFG
234
Mendota Financial Group
Wisconsin
$6.59M +$394K +7,463 +6%
PAG
235
Private Advisor Group
New Jersey
$6.59M +$1.39M +26,390 +27%
AWM
236
Axxcess Wealth Management
California
$6.57M +$1.5M +28,354 +30%
SA
237
Sanctuary Advisors
Indiana
$6.48M -$27.4K -519 -0.4%
WA
238
Wealthstar Advisors
Texas
$6.47M +$4.64K +88 +0.1%
AWM
239
Ameliora Wealth Management
Switzerland
$6.39M +$61K +1,155 +1%
CIM
240
Confluence Investment Management
Missouri
$6.38M +$6.35M +120,237 New
T
241
Tableaux
Massachusetts
$6.35M +$2.15M +40,823 +52%
MWM
242
Mittelman Wealth Management
Massachusetts
$6.33M +$2.37M +44,904 +60%
FTUS
243
Flow Traders U.S.
New York
$6.25M +$6.22M +117,890 New
OWA
244
Outlook Wealth Advisors
Texas
$6.21M +$637K +12,071 +11%
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
$6.21M -$244K -4,622 -4%
CAMG
246
CWA Asset Management Group
Florida
$6.13M -$105K -1,998 -2%
HCP
247
Holt Capital Partners
Texas
$5.93M -$246K -4,670 -4%
SPA
248
Shore Point Advisors
New Jersey
$5.91M +$177K +3,348 +3%
PRS
249
Pinkerton Retirement Specialists
Idaho
$5.88M +$507K +9,608 +9%
RCA
250
Resonant Capital Advisors
Wisconsin
$5.68M -$479K -9,072 -8%

IGSB Hedge Fund Activity: Q3 2025 in Review

948 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2025, worth a combined $15.3B — down 7.2% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IGSB positions and 62 closed out — a net gain of 20 holders — while 398 added to existing stakes and 295 trimmed.

The largest buyer was Allstate Corporation, adding an estimated $105M. The largest seller was Charles Schwab, cutting an estimated $542M.

  • 948 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2025, up from 944 in Q2 2025.
  • Funds reported $15.3B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2025, down 7.2% quarter-over-quarter.
  • 82 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 62 closed out, a net change of +20 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Allstate Corporation, an estimated $105M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2025 was Charles Schwab, an estimated $542M sold.

Based on aggregated 13F filings for Q3 2025.