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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
AO
476
Advisor OS
Illinois
$1.21M -$8.34K -158 -0.7%
AWM
477
Apex Wealth Management
New Hampshire
$1.21M +$13.4K +254 +1%
PFS
478
Prospera Financial Services
Texas
$1.2M -$7.13K -135 -0.6%
GC
479
Garde Capital
Washington
$1.19M -$79.9K -1,513 -6%
OFA
480
Oak Family Advisors
Illinois
$1.18M +$1.17M +22,226 New
EB
481
Exchange Bank
California
$1.18M
FLA
482
Financial Life Advisors
Texas
$1.18M -$720K -13,635 -38%
SW
483
SlateStone Wealth
Florida
$1.16M +$106K +2,000 +10%
KP
484
Keel Point
Alabama
$1.16M +$2.69K +51 +0.2%
JWM
485
JGP Wealth Management
Oregon
$1.15M +$1.14M +21,657 New
KWA
486
Kingswood Wealth Advisors
California
$1.14M -$14.9K -283 -1%
WPC
487
White Pine Capital
Minnesota
$1.14M -$44.6K -845 -4%
SWP
488
Strategic Wealth Partners
Ohio
$1.13M +$57.2K +1,083 +5%
CIP
489
Capital Insight Partners
Arizona
$1.13M -$475K -9,003 -30%
TCM
490
Traub Capital Management
Massachusetts
$1.13M +$739 +14 +0.1%
JIP
491
Jaffetilchin Investment Partners
Florida
$1.11M +$143K +2,705 +15%
ANBOT
492
American National Bank of Texas
Texas
$1.11M +$1.11M +20,941 New
NL
493
NWAM LLC
Washington
$1.11M +$127K +2,401 +13%
SC
494
Savant Capital
Illinois
$1.09M -$152K -2,883 -12%
BFG
495
Berger Financial Group
Minnesota
$1.08M +$404K +7,646 +60%
SAS
496
Stelac Advisory Services
New York
$1.06M +$94K +1,781 +10%
RCIM
497
Red Cedar Investment Management
Michigan
$1.06M
CW
498
CreativeOne Wealth
Kansas
$1.05M -$184K -3,483 -15%
Bessemer Group
499
Bessemer Group
New Jersey
$1.05M +$124K +2,340 +13%
CIA
500
Capital Investment Advisors
Georgia
$1.02M -$18K -341 -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.