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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
GRP
251
Global Retirement Partners
California
$5.58M +$864K +16,377 +18%
IP
252
Investment Partners
Ohio
$5.48M +$297K +5,628 +6%
DPI
253
Diversified Portfolios Inc
Michigan
$5.45M
SMA
254
Seven Mile Advisory
New Jersey
$5.38M +$5.36M +101,462 New
ESL
255
Endurance Services Ltd
New York
$5.33M
KFP
256
KMG Fiduciary Partners
Ohio
$5.3M +$459K +8,690 +10%
Corient Private Wealth
257
Corient Private Wealth
Florida
$5.24M +$592K +11,213 +13%
PCA
258
Providence Capital Advisors
North Carolina
$5.19M +$175K +3,320 +4%
RC
259
Roundview Capital
New Jersey
$5.18M -$73.4K -1,391 -1%
JWBC
260
J.W. Burns & Co
New York
$5.16M +$431K +8,159 +9%
RIA
261
Regal Investment Advisors
Michigan
$5.11M +$5.09M +96,342 New
BFG
262
Beacon Financial Group
Texas
$5.09M -$494K -9,356 -9%
CGA
263
Crescent Grove Advisors
Illinois
$5.07M +$175K +3,315 +4%
GS
264
GTS Securities
New York
$5.04M +$5.01M +94,971 New
CA
265
CoreCap Advisors
Michigan
$4.99M +$657K +12,442 +15%
CCA
266
Catalyst Capital Advisors
New York
$4.97M -$686K -13,000 -12%
TLP
267
Trinity Legacy Partners
Texas
$4.93M +$41.2K +781 +0.8%
MCP
268
Martin Capital Partners
Oregon
$4.86M -$379K -7,187 -7%
AF
269
Amara Financial
California
$4.82M +$514K +9,730 +12%
NAM
270
NTV Asset Management
West Virginia
$4.72M +$511K +9,678 +12%
SC
271
SouthState Corp
Florida
$4.7M -$16.8K -319 -0.4%
GWM
272
Graybill Wealth Management
Illinois
$4.63M +$53.4K +1,011 +1%
UBV
273
United Bank (Virginia)
Virginia
$4.56M +$290K +5,486 +7%
William Blair & Company
274
William Blair & Company
Illinois
$4.47M
GCA
275
Gradient Capital Advisors
California
$4.39M +$538K +10,197 +14%

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.