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
WAS
601
Wealth Advisory Solutions
Indiana
$554K +$3.43K +65 +0.6%
CAM
602
Creekmur Asset Management
Illinois
$554K -$5.91K -112 -1%
AFA
603
American Financial Advisors
Georgia
$554K -$114K -2,156 -17%
LFAS
604
Level Four Advisory Services
Texas
$544K +$19.5K +369 +4%
EFS
605
Essex Financial Services
Connecticut
$538K
First Manhattan
606
First Manhattan
New York
$534K +$87.6K +1,660 +20%
CWA
607
Cascade Wealth Advisors
Washington
$529K
CIBC World Market
608
CIBC World Market
Ontario, Canada
$527K +$121K +2,293 +30%
USCWA
609
U.S. Capital Wealth Advisors
Texas
$526K
CST
610
Charles Schwab Trust
Nevada
$526K +$523K +9,914 New
HBS
611
Howard Bailey Securities
Indiana
$515K +$44.4K +842 +9%
DADC
612
D.A. Davidson & Co
Montana
$514K -$4.64K -88 -0.9%
NS
613
NBC Securities
Alabama
$509K -$17.7K -335 -3%
AWM
614
AllSquare Wealth Management
New York
$507K
CG
615
Caprock Group
Idaho
$506K +$504K +9,556 New
MSA
616
Marathon Strategic Advisors
Pennsylvania
$503K +$71.6K +1,356 +17%
BFO
617
Boston Family Office
Massachusetts
$501K
S
618
Sachetta
Massachusetts
$488K
HI
619
Harbour Investments
Wisconsin
$486K -$11.4K -216 -2%
1CM
620
1492 Capital Management
Wisconsin
$485K
AAMC
621
Asset Allocation & Management Company
Illinois
$485K
FHA
622
Flagship Harbor Advisors
Massachusetts
$482K +$265K +5,015 +123%
CTWM
623
Cherry Tree Wealth Management
Minnesota
$477K -$15.6K -296 -3%
VFM
624
Vision Financial Markets
Connecticut
$477K
NPT
625
National Philanthropic Trust
Pennsylvania
$475K -$735K -13,920 -61%

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.