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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
RPC
551
Rossmore Private Capital
Connecticut
$781K
FWM
552
Fonville Wealth Management
Virginia
$781K -$6.76K -128 -0.9%
WWM
553
Western Wealth Management
Colorado
$777K +$774K +14,658 New
M&T Bank
554
M&T Bank
New York
$776K -$91.8K -1,740 -11%
CLOS
555
Compagnie Lombard Odier SCmA
Switzerland
$776K
AT
556
American Trust
Kentucky
$774K +$54.9K +1,040 +8%
Bank Julius Baer & Co
557
Bank Julius Baer & Co
Switzerland
$769K
SWM
558
Spire Wealth Management
Virginia
$760K -$14.8K -281 -2%
HFS
559
Howard Financial Services
Texas
$752K +$215K +4,075 +40%
PW
560
Paladin Wealth
Minnesota
$750K -$535K -10,131 -42%
SFG
561
Sunburst Financial Group
Alabama
$745K
PS
562
Principal Securities
Iowa
$745K +$83.3K +1,578 +13%
GFWA
563
Grey Fox Wealth Advisors
Delaware
$728K -$9.98K -189 -1%
MPW
564
MA Private Wealth
California
$722K -$222K -4,203 -24%
LCM
565
Lazari Capital Management
California
$720K -$24.9K -471 -3%
BHB
566
Bank Hapoalim BM
Israel
$720K
FWIA
567
Fort Washington Investment Advisors
Ohio
$719K
PF
568
Phoenix Financial
Israel
$709K +$12.7K +240 +2%
TSS
569
Two Sigma Securities
New York
$708K -$382K -7,233 -35%
AWA
570
Acorn Wealth Advisors
Michigan
$707K +$36K +682 +5%
BTD
571
BankPlus Trust Department
Mississippi
$707K -$31.1K -589 -4%
HWM
572
HB Wealth Management
Georgia
$690K +$126K +2,390 +23%
WC
573
Wynn Capital
Georgia
$684K
WB
574
WesBanco Bank
West Virginia
$682K +$390K +7,384 +135%
MBI
575
May Barnhard Investments
Maryland
$680K +$2.64K +50 +0.4%

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.