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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
CAWM
651
Capital Advisors Wealth Management
Washington
$416K -$48K -910 -10%
SFC
652
Strategic Financial Concepts
Texas
$414K -$9.61K -182 -2%
FUBT
653
First United Bank & Trust
Maryland
$414K +$4.49K +85 +1%
CWP
654
Cyndeo Wealth Partners
Florida
$412K +$53 +1 +0%
FHC
655
First Horizon Corporation
Tennessee
$411K +$409K +7,755 New
EWA
656
Exencial Wealth Advisors
Oklahoma
$409K +$53 +1 +0%
KAS
657
KPP Advisory Services
Kentucky
$408K -$13.4K -254 -3%
I
658
INVST
Indiana
$407K +$72K +1,364 +22%
RWB
659
RMR Wealth Builders
New Jersey
$406K -$491K -9,295 -55%
HWM
660
Hohimer Wealth Management
Washington
$403K -$105K -1,992 -21%
SB
661
Strategic Blueprint
Georgia
$401K +$400K +7,571 New
AA
662
Ancora Advisors
Ohio
$400K -$2.16K -41 -0.5%
DWT
663
Dorsey & Whitney Trust
South Dakota
$397K +$84.1K +1,594 +27%
RBWA
664
RFG - Bristol Wealth Advisors
Massachusetts
$394K -$6.2M -117,534 -94%
CFG
665
Compton Financial Group
Maryland
$394K -$3.11K -59 -0.8%
CA
666
CGN Advisors
Kansas
$393K
PCM
667
Prelude Capital Management
New York
$391K +$389K +7,370 New
EWM
668
Empirical Wealth Management
Washington
$390K +$176K +3,325 +82%
GSWM
669
Golden State Wealth Management
California
$388K -$46.8K -886 -11%
TWM
670
TCFG Wealth Management
California
$388K +$386K +7,316 New
PCP
671
Panoramic Capital Partners
Oregon
$387K
DZ Bank
672
DZ Bank
Germany
$384K +$382K +7,244 New
EWM
673
Evolution Wealth Management
Florida
$384K +$382K +7,240 New
TWCA
674
Two West Capital Advisors
Kansas
$382K +$3.27K +62 +0.9%
MFG
675
Merit Financial Group
Georgia
$379K -$21.4K -406 -5%

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.