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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
CVM
726
Cheviot Value Management
California
$298K +$103K +1,950 +53%
GC
727
Grimes & Company
Massachusetts
$298K -$44.8K -848 -13%
SA
728
Sovran Advisors
California
$296K -$965K -18,275 -77%
PIA
729
Panoramic Investment Advisors
Colorado
$296K -$61.4K -1,163 -17%
JLBC
730
J.L. Bainbridge & Co
Florida
$295K -$6.7K -127 -2%
TA
731
Townsend & Associates
Colorado
$295K
IIC
732
Integrated Investment Consultants
Michigan
$295K
CTC
733
Central Trust Company
Missouri
$291K -$6.6K -125 -2%
WWC
734
Waypoint Wealth Counsel
Georgia
$291K -$80K -1,515 -22%
GFG
735
Goldstone Financial Group
Illinois
$291K +$289K +5,480 New
TCM
736
TD Capital Management
Tennessee
$289K
CAL
737
Capital Analysts LLC
Pennsylvania
$287K +$4.59K +87 +2%
MFS
738
Mattson Financial Services
Michigan
$287K -$357K -6,771 -56%
RDWM
739
Red Door Wealth Management
Tennessee
$285K +$284K +5,373 New
APG
740
Abacus Planning Group
South Carolina
$284K +$283K +5,360 New
OCM
741
Orleans Capital Management
Louisiana
$284K -$121K -2,300 -30%
AP
742
Americana Partners
Texas
$284K
EAM
743
Evanson Asset Management
California
$284K +$2.9K +55 +1%
GJIA
744
Glass Jacobson Investment Advisors
Maryland
$283K +$5.12K +97 +2%
WB
745
Webster Bank
Connecticut
$283K
ISWM
746
Independent Solutions Wealth Management
New York
$279K -$2.48K -47 -0.9%
CWP
747
Concord Wealth Partners
Virginia
$279K -$4.7K -89 -2%
IP
748
Ignite Planners
California
$278K
CWMK
749
Caliber Wealth Management (Kansas)
Kansas
$278K -$21.3K -403 -7%
CAAM
750
Cornerstone Advisors Asset Management
Pennsylvania
$278K +$276K +5,233 New

IGSB Hedge Fund Activity: Q3 2025 in Review

948 of the 7,619 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.