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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
EGA
351
Eagle Global Advisors
Texas
$2.56M +$150K +2,850 +6%
SWM
352
Steinberganna Wealth Management
New York
$2.56M +$2.55M +48,222 New
CC
353
Courier Capital
New York
$2.55M -$270K -5,108 -10%
NL
354
NVWM LLC
Pennsylvania
$2.54M +$5.28K +100 +0.2%
DSC
355
Duncker Streett & Co
Missouri
$2.5M +$2.06K +39 +0.1%
HWAM
356
Hennion & Walsh Asset Management
New Jersey
$2.49M -$1.68M -31,776 -40%
HCC
357
Hirtle Callaghan & Co
Pennsylvania
$2.49M
CWM
358
Calamos Wealth Management
Illinois
$2.49M +$1.35M +25,498 +119%
UIM
359
Unified Investment Management
Georgia
$2.42M +$212K +4,021 +10%
SVWAG
360
Sound View Wealth Advisors Group
Georgia
$2.42M
NGA
361
Naples Global Advisors
Florida
$2.38M +$465K +8,810 +24%
SCM
362
SCS Capital Management
Massachusetts
$2.33M +$106 +2 +0%
ANTB
363
AMG National Trust Bank
Colorado
$2.31M -$25.1K -475 -1%
HPM
364
Hudson Portfolio Management
New York
$2.31M +$521K +9,875 +29%
BHBT
365
Burke & Herbert Bank & Trust
Virginia
$2.31M -$28.1K -533 -1%
TFP
366
Tilia Fiduciary Partners
North Carolina
$2.27M +$2.59K +49 +0.1%
SAS
367
Sage Advisory Services
Texas
$2.27M -$239K -4,527 -10%
SC
368
Sapient Capital
Indiana
$2.21M
IFS
369
Ifrah Financial Services
Arkansas
$2.19M -$16.7K -316 -0.8%
TW
370
Trajan Wealth
Arizona
$2.18M -$553K -10,472 -20%
DAS
371
Diversify Advisory Services
Utah
$2.17M -$2.45M -46,346 -53%
HAIM
372
Hunter Associates Investment Management
Pennsylvania
$2.16M
CCA
373
Checchi Capital Advisers
California
$2.15M +$18.7K +355 +0.9%
WCM
374
Winthrop Capital Management
Indiana
$2.14M
VT
375
Vise Technologies
New York
$2.11M +$43.2K +819 +2%

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.