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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
QCI
426
Quaker Capital Investments
Pennsylvania
$1.59M +$739K +14,000 +88%
BAM
427
Belpointe Asset Management
Nevada
$1.57M +$267K +5,052 +21%
ISL
428
Ingalls & Snyder LLC
New York
$1.54M
PA
429
Pinnacle Associates
New York
$1.53M -$21.1K -400 -1%
TPA
430
Trivium Point Advisory
Connecticut
$1.52M +$24K +454 +2%
Principal Financial Group
431
Principal Financial Group
Iowa
$1.51M +$1.5M +28,400 New
AI
432
Atria Investments
North Carolina
$1.5M +$420K +7,953 +39%
MCWS
433
McKinley Carter Wealth Services
West Virginia
$1.5M -$79.1K -1,498 -5%
FNBT
434
FineMark National Bank & Trust
Florida
$1.49M -$67.7K -1,282 -4%
First Trust Advisors
435
First Trust Advisors
Illinois
$1.49M -$637K -12,077 -30%
LWL
436
Leo Wealth LLC
Texas
$1.47M +$38.7K +733 +3%
CP
437
Cumberland Partners
Ontario, Canada
$1.47M +$96.8K +1,834 +7%
NA
438
Nordwand Advisors
Pennsylvania
$1.46M -$63.3K -1,200 -4%
FPAS
439
Focus Partners Advisor Solutions
Missouri
$1.45M +$368K +6,979 +34%
TWC
440
TD Waterhouse Canada
Ontario, Canada
$1.45M -$5.82M -110,171 -80%
CFS
441
Coordinated Financial Services
Colorado
$1.44M +$11.4K +216 +0.8%
AFP
442
Alpha Financial Partners
Kentucky
$1.44M +$291K +5,518 +25%
WCG
443
Weaver Consulting Group
California
$1.44M -$233K -4,406 -14%
UBP
444
Union Bancaire Privee
Switzerland
$1.44M
SWM
445
Seed Wealth Management
Illinois
$1.44M +$3.69K +70 +0.3%
SFA
446
Sequoia Financial Advisors
Ohio
$1.43M -$30.4K -576 -2%
FAM
447
Forte Asset Management
New York
$1.43M
FFA
448
Farther Finance Advisors
California
$1.42M +$859K +16,279 +155%
BP
449
Ballentine Partners
Massachusetts
$1.42M
GS
450
GWN Securities
Florida
$1.41M -$30K -569 -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.