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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
WT
326
Whittier Trust
California
$3M -$99K -1,876 -3%
PGAM
327
Princeton Global Asset Management
New Jersey
$2.95M +$256K +4,854 +10%
ODIJL
328
One Day In July LLC
Vermont
$2.94M +$99.7K +1,889 +4%
AC
329
AlphaCore Capital
California
$2.87M -$26.4K -501 -0.9%
IFG
330
Independent Financial Group
California
$2.87M -$1.04M -19,782 -27%
EP
331
Edgestream Partners
New Jersey
$2.85M +$461K +8,739 +19%
WAOTB
332
Wealth Advisors of Tampa Bay
Florida
$2.84M
FCM
333
Fire Capital Management
California
$2.84M +$541K +10,258 +24%
VFPW
334
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.84M +$308K +5,842 +12%
KPWS
335
Kestra Private Wealth Services
Texas
$2.82M +$763K +14,459 +37%
YIA
336
YHB Investment Advisors
Connecticut
$2.82M -$2.43M -46,088 -46%
LG
337
LaFleur & Godfrey
Michigan
$2.82M +$1.4M +26,575 +100%
CA
338
Clearstead Advisors
Ohio
$2.82M +$902K +17,091 +47%
P
339
&Partners
Tennessee
$2.77M +$701K +13,290 +34%
FAIM
340
Financial Advocates Investment Management
Washington
$2.73M -$343K -6,495 -11%
GAM
341
Gemmer Asset Management
California
$2.72M -$1.69K -32 -0.1%
AG
342
AlTi Global
New York
$2.71M
EGA
343
E&G Advisors
Texas
$2.71M +$6.86K +130 +0.3%
CCA
344
Cobblestone Capital Advisors
New York
$2.68M +$327K +6,190 +14%
BCM
345
Becker Capital Management
Oregon
$2.67M +$168K +3,183 +7%
PGFC
346
Peapack-Gladstone Financial Corp
New Jersey
$2.65M -$204K -3,870 -7%
AWM
347
Aries Wealth Management
Maine
$2.64M +$25K +473 +1%
CWM
348
Cabot Wealth Management
Massachusetts
$2.64M +$214K +4,062 +9%
RPCA
349
Running Point Capital Advisors
California
$2.6M -$31.2K -591 -1%
1IA
350
1620 Investment Advisors
Massachusetts
$2.56M +$43.2K +818 +2%

IGSB Hedge Fund Activity: Q3 2025 in Review

948 of the 7,620 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.