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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
Truist Financial
26
Truist Financial
North Carolina
$122M +$8.43M +159,723 +7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$119M +$16.1M +305,299 +16%
FLPIM
28
F.L. Putnam Investment Management
Massachusetts
$114M +$11M +208,345 +11%
MMA
29
Miracle Mile Advisors
California
$97.2M +$8.58M +162,531 +10%
BB
30
Busey Bank
Illinois
$96.4M -$1.28M -24,168 -1%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$94.9M -$206K -3,902 -0.2%
HTC
32
Haverford Trust Company
Pennsylvania
$93.5M +$2.3M +43,632 +3%
KeyBank National Association
33
KeyBank National Association
Ohio
$92M +$4.67M +88,568 +5%
HighTower Advisors
34
HighTower Advisors
Illinois
$90.5M +$3.1M +58,772 +4%
DWM
35
Dynasty Wealth Management
Florida
$85.3M +$7.07M +133,960 +9%
WJWM
36
Williams Jones Wealth Management
New York
$83.4M +$178K +3,367 +0.2%
PI
37
Parkside Investments
Illinois
$83M +$12.9M +245,254 +19%
QWP
38
Quotient Wealth Partners
Texas
$82.5M +$3.3M +62,565 +4%
MCM
39
MAI Capital Management
Ohio
$77.4M +$11.4M +216,900 +17%
MML Investors Services
40
MML Investors Services
Massachusetts
$77.3M +$11M +208,999 +17%
DWM
41
Destination Wealth Management
California
$77M +$1.9M +35,927 +3%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$75.5M +$4.26M +80,634 +6%
AssetMark Inc
43
AssetMark Inc
California
$73M +$4.41M +83,493 +6%
OCM
44
One Capital Management
California
$67.9M +$4.67M +88,504 +7%
KIM
45
Kestra Investment Management
Texas
$66.7M -$49M -928,904 -42%
Mariner
46
Mariner
Kansas
$66.2M +$1.93M +36,659 +3%
US Bancorp
47
US Bancorp
Minnesota
$61.6M +$1.77M +33,586 +3%
CCA
48
Clearwater Capital Advisors
Illinois
$60.9M +$3.28M +62,076 +6%
SAMU
49
SONA Asset Management (US)
New York
$60.2M -$73.9M -1,400,000 -55%
MCA
50
Maryland Capital Advisors
Maryland
$58.4M +$9.14M +173,123 +19%

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.