We are live on ! Find out more
IGSB icon

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
ATI
576
ARK & TLK Investments
Oklahoma
$673K -$11.6K -220 -2%
GT
577
GreatBanc Trust
Illinois
$662K +$659K +12,480 New
AFA
578
Avant Financial Advisors
Texas
$654K +$4.7K +89 +0.7%
RA
579
RFG Advisory
Alabama
$649K +$24K +455 +4%
PFM
580
Phillips Financial Management
Indiana
$649K -$12.4K -235 -2%
OWA
581
Octavia Wealth Advisors
Ohio
$648K +$107K +2,034 +20%
IAS
582
Insigneo Advisory Services
Florida
$635K +$17.2K +325 +3%
CAG
583
Curtis Advisory Group
California
$633K +$5.28K +100 +0.8%
FA
584
Fiduciary Alliance
South Carolina
$629K -$36.1K -683 -5%
CPA
585
Cardiff Park Advisors
California
$620K +$36.4K +689 +6%
CGFA
586
Colton Groome Financial Advisors
North Carolina
$619K -$33K -625 -5%
PPG
587
Peak Planning Group
Colorado
$602K +$599K +11,355 New
RCG
588
Rock Creek Group
District of Columbia
$602K
SFFS
589
Stonehage Fleming Financial Services
Jersey
$602K
WCM
590
Winebrenner Capital Management
Kentucky
$601K +$5.54K +105 +0.9%
PWS
591
Peloton Wealth Strategists
Indiana
$598K -$4.49K -85 -0.7%
Luther King Capital Management (LKCM)
592
Luther King Capital Management (LKCM)
Texas
$593K
LAM
593
Lewis Asset Management
California
$588K -$20.1K -381 -3%
PWPS
594
Pinnacle Wealth Planning Services
Ohio
$587K
VRM
595
Vectors Research Management
New York
$585K -$119K -2,263 -17%
GWA
596
Genesis Wealth Advisors
Massachusetts
$582K -$1.58K -30 -0.3%
NW
597
NewEdge Wealth
Pennsylvania
$581K +$581K +11,012 New
WWA
598
Wingate Wealth Advisors
Massachusetts
$572K +$14.6K +277 +3%
BJL
599
Brighton Jones LLC
Washington
$568K +$4.91K +93 +0.9%
DW
600
Dodds Wealth
Colorado
$562K +$211 +4 +0%

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.