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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
SAI
526
Savvy Advisors Inc
New York
$901K +$90.3K +1,710 +11%
GWM
527
Grand Wealth Management
Michigan
$899K
SI
528
Stonekeep Investments
New Mexico
$894K
WHC
529
Wulff, Hansen & Co
California
$893K -$18.7K -355 -2%
SAM
530
Strategy Asset Managers
California
$871K +$29.6K +561 +4%
GDP
531
Great Diamond Partners
Maine
$868K -$63.3K -1,200 -7%
JBA
532
Johnson Bixby & Associates
Washington
$867K +$609K +11,540 +240%
MWA
533
MFA Wealth Advisors
Pennsylvania
$864K -$1.68M -31,849 -66%
AIP
534
Alexis Investment Partners
Texas
$851K -$68.6K -1,300 -7%
MWM
535
Modern Wealth Management
Kansas
$846K +$160K +3,036 +24%
GWM
536
Geneos Wealth Management
Colorado
$843K -$141K -2,674 -14%
KA
537
KDT Advisors
New York
$834K +$830K +15,725 New
AFO
538
Allie Family Office
Florida
$829K +$9.5K +180 +1%
FPCG
539
Forum Private Client Group
Indiana
$821K +$12.6K +238 +2%
CCMINC
540
Cardinal Capital Management Inc (North Carolina)
North Carolina
$813K
WPC
541
Waters Parkerson & Co
Louisiana
$812K +$50.1K +950 +7%
GWMR
542
GC Wealth Management RIA
Massachusetts
$803K -$132K -2,510 -14%
PI
543
PFG Investments
New York
$803K -$51.7K -979 -6%
IA
544
IFG Advisory
Georgia
$796K -$95.7K -1,813 -11%
MLM
545
Mount Lucas Management
Pennsylvania
$795K +$37.1K +703 +5%
SW
546
SkyOak Wealth
Michigan
$792K -$7.55K -143 -0.9%
VCA
547
Verdence Capital Advisors
Maryland
$790K +$148K +2,811 +23%
PHS
548
Pekin Hardy Strauss
Illinois
$784K
FIBOI
549
First International Bank of Israel
$783K +$110K +2,090 +16%
BFA
550
Beaumont Financial Advisors
Massachusetts
$781K +$7.13K +135 +0.9%

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.