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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
AC
301
Apella Capital
Connecticut
$3.68M +$12K +228 +0.3%
SFG
302
SevenBridge Financial Group
Pennsylvania
$3.67M -$789K -14,953 -18%
IAG
303
Investment Advisory Group
Massachusetts
$3.63M +$190K +3,607 +6%
C
304
Croban
Ohio
$3.63M +$840K +15,917 +30%
BIA
305
Bigelow Investment Advisors
Maine
$3.55M +$385K +7,303 +12%
SWA
306
Sax Wealth Advisors
New Jersey
$3.52M -$328K -6,205 -9%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$3.49M +$743K +14,071 +27%
ASN
308
Advisory Services Network
Georgia
$3.48M +$917K +17,376 +36%
CFMC
309
Curbstone Financial Management Corp
New Hampshire
$3.39M
PAS
310
Park Avenue Securities
New York
$3.37M +$290K +5,491 +9%
NG
311
Novem Group
New York
$3.27M -$14.7K -278 -0.4%
MFIM
312
Mesirow Financial Investment Management
Illinois
$3.26M +$1.79M +33,868 +123%
IWA
313
IVC Wealth Advisors
Pennsylvania
$3.25M +$90.2K +1,709 +3%
RG
314
Rathbones Group
United Kingdom
$3.21M +$30.9K +586 +1%
RF
315
RHS Financial
California
$3.2M -$180K -3,411 -5%
Jane Street
316
Jane Street
New York
$3.17M +$3.16M +59,832 New
WCM
317
Washington Capital Management
Washington
$3.15M
WF
318
Welch & Forbes
Massachusetts
$3.13M -$257K -4,868 -8%
IAN
319
Integrated Advisors Network
Texas
$3.11M -$1.93M -36,550 -38%
FGWP
320
Founders Grove Wealth Partners
Virginia
$3.09M +$2.24M +42,475 +268%
RSWM
321
Robertson Stephens Wealth Management
California
$3.09M -$17.1K -324 -0.6%
CA
322
Clune & Associates
Illinois
$3.06M +$747K +14,151 +32%
BIS
323
BG Investment Services
Guam
$3.04M +$38.3K +725 +1%
NSCM
324
New South Capital Management
Tennessee
$3.03M +$89.7K +1,700 +3%
PCM
325
Parsons Capital Management
Rhode Island
$3.01M +$1.73M +32,786 +137%

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.