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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
FFN
276
Focus Financial Network
Minnesota
$4.38M +$208K +3,938 +5%
Jones Financial Companies
277
Jones Financial Companies
Missouri
$4.38M +$788K +14,925 +22%
BSA
278
Bull Street Advisors
Georgia
$4.37M -$2.11K -40 -0%
PWM
279
Pines Wealth Management
North Carolina
$4.37M +$19.6K +372 +0.5%
GWM
280
GSB Wealth Management
Connecticut
$4.36M -$105K -1,981 -2%
LPAM
281
Lodestar Private Asset Management
California
$4.29M +$274K +5,195 +7%
BCM
282
Boltwood Capital Management
California
$4.26M +$120K +2,277 +3%
NFG
283
Nations Financial Group
Iowa
$4.26M -$408K -7,739 -9%
Comerica Bank
284
Comerica Bank
Texas
$4.21M +$386K +7,314 +10%
AG
285
Ascent Group
Virginia
$4.18M +$407K +7,715 +11%
AIA
286
Ally Invest Advisors
North Carolina
$4.07M +$180K +3,413 +5%
APIM
287
Agate Pass Investment Management
Washington
$4.07M -$12.3K -233 -0.3%
HPC
288
HM Payson & Co
Maine
$4.07M
CTA
289
Chesley Taft & Associates
Illinois
$3.97M -$3.96K -75 -0.1%
EDRH
290
Edmond de Rothschild Holding
Switzerland
$3.96M +$3.38M +64,088 +606%
LBC
291
Lowe Brockenbrough & Co
Virginia
$3.95M +$684K +12,955 +21%
DG
292
DMC Group
Alabama
$3.89M +$62.3K +1,181 +2%
CCT
293
Capital City Trust
Florida
$3.82M
JWS
294
Juncture Wealth Strategies
Arizona
$3.79M -$33.6K -636 -0.9%
Wealthfront Advisers
295
Wealthfront Advisers
California
$3.79M +$209K +3,969 +6%
AIA
296
Aventus Investment Advisors
Florida
$3.76M +$16.5K +312 +0.4%
JWCA
297
J.W. Cole Advisors
Florida
$3.74M +$447K +8,464 +14%
BWM
298
Buska Wealth Management
Wisconsin
$3.74M -$457K -8,664 -11%
BF
299
BOK Financial
Oklahoma
$3.73M +$51.9K +984 +1%
UB
300
UMB Bank
Missouri
$3.69M -$1.55M -29,346 -30%

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.