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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
SC
501
Shuttleworth & Co
Ohio
$1.01M +$1.01M +19,124 New
MT
502
Midwest Trust
Kansas
$1.01M -$86.9K -1,646 -8%
SC
503
Saiph Capital
New Jersey
$1.01M +$67.1K +1,272 +7%
CIBC Asset Management
504
CIBC Asset Management
Ontario, Canada
$1.01M -$264 -5 -0%
ZIM
505
Zacks Investment Management
Illinois
$996K +$79.2K +1,501 +9%
EB
506
Eastern Bank
Massachusetts
$992K -$923K -17,483 -48%
Koshinski Asset Management
507
Koshinski Asset Management
Illinois
$992K -$27K -512 -3%
AIFAIM
508
American Institute for Advanced Investment Management
Arizona
$985K +$53.6K +1,015 +6%
PWM
509
Perigon Wealth Management
California
$985K -$11.8K -223 -1%
EFN
510
Equita Financial Network
Pennsylvania
$984K -$61.2K -1,159 -6%
WSFS
511
Wilmington Savings Fund Society
Delaware
$975K -$1.3M -24,577 -57%
FA
512
FDx Advisors
Illinois
$975K -$36K -682 -4%
HF
513
HRT Financial
New York
$970K +$966K +18,303 New
TRCT
514
Tower Research Capital (TRC)
New York
$960K +$252K +4,766 +36%
KCM
515
Kanawha Capital Management
Virginia
$959K -$33.8K -640 -3%
RIM
516
Rockbridge Investment Management
New York
$944K -$78.3K -1,483 -8%
BW
517
Blalock Williams
Alabama
$943K
NFG
518
Northeast Financial Group
Pennsylvania
$927K -$15.2K -288 -2%
GVAG
519
Great Valley Advisor Group
Delaware
$924K -$585K -11,074 -39%
WLIM
520
White Lighthouse Investment Management
Massachusetts
$918K -$79.2K -1,500 -8%
AF
521
Advisornet Financial
Minnesota
$917K +$13.7K +260 +2%
BMC
522
Bear Mountain Capital
Washington
$915K -$53.9K -1,021 -6%
EWA
523
EverSource Wealth Advisors
Alabama
$914K +$544K +10,307 +149%
RWIA
524
Roger Wittlin Investment Advisory
California
$912K -$5.23K -99 -0.6%
SF
525
SWP Financial
California
$906K -$74K -1,401 -8%

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.