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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
AWM
401
Apollon Wealth Management
South Carolina
$1.85M -$1M -18,979 -35%
MCM
402
MidAtlantic Capital Management
Virginia
$1.84M -$39K -739 -2%
GEA
403
Glen Eagle Advisors
New Jersey
$1.84M -$133K -2,516 -7%
NWA
404
New World Advisors
Massachusetts
$1.81M -$406K -7,685 -18%
WA
405
Wilshire Advisors
California
$1.8M
LAMC
406
Longview Asset Management (California)
California
$1.78M -$36.7K -695 -2%
SSWM
407
Sheets Smith Wealth Management
North Carolina
$1.78M +$82.5K +1,563 +5%
TPW
408
Transatlantique Private Wealth
New York
$1.78M +$638K +12,082 +56%
BCM
409
Buckhead Capital Management
Georgia
$1.77M +$232K +4,403 +15%
FIBT
410
First International Bank & Trust
North Dakota
$1.76M -$539K -10,211 -23%
GGI
411
Godsey & Gibb Inc
Virginia
$1.76M +$130K +2,466 +8%
BCM
412
Brookstone Capital Management
Illinois
$1.76M +$12K +228 +0.7%
AIMU
413
Allianz Investment Management US
Minnesota
$1.76M
PJSIMP
414
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.76M -$595K -11,266 -25%
CW
415
Cooksen Wealth
Texas
$1.73M +$59.1K +1,119 +4%
UCB
416
United Community Bank
South Carolina
$1.73M +$22.2K +420 +1%
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$1.67M +$285K +5,390 +21%
FWC
418
First Washington Corp
Washington
$1.67M
TW
419
TritonPoint Wealth
Maryland
$1.66M +$42.2K +799 +3%
WFAG
420
Wescott Financial Advisory Group
Pennsylvania
$1.65M +$41.8K +792 +3%
Lido Advisors
421
Lido Advisors
California
$1.64M +$24.6K +467 +2%
CIA
422
Compass Ion Advisors
Pennsylvania
$1.62M +$49.6K +939 +3%
EH
423
Equitable Holdings
New York
$1.61M +$55.4K +1,050 +4%
KWM
424
Kingsview Wealth Management
Oregon
$1.6M -$274K -5,194 -15%
ADBIC
425
A.D. Beadell Investment Counsel
Wisconsin
$1.6M

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.