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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
CWM
751
C2C Wealth Management
Arizona
$276K
BWA
752
BlueChip Wealth Advisors
Georgia
$274K -$228K -4,312 -45%
CWM
753
Centurion Wealth Management
Virginia
$273K
FCA
754
Fortis Capital Advisors
Kansas
$273K +$272K +5,147 New
PPWP
755
Premier Path Wealth Partners
New Jersey
$273K +$25.5K +484 +10%
GBT
756
Grove Bank & Trust
Florida
$272K
PT
757
Plimoth Trust
Massachusetts
$272K
DI
758
Disciplined Investments
Oklahoma
$272K -$27K -511 -9%
EI
759
eCIO Inc
Wisconsin
$269K +$34.8K +660 +15%
GC
760
Gilbert & Cook
Iowa
$267K -$147K -2,786 -36%
IWP
761
Insight Wealth Partners
Texas
$266K +$475 +9 +0.2%
IAA
762
Independent Advisor Alliance
North Carolina
$266K +$26.4K +501 +11%
BMCM
763
Black Maple Capital Management
Wisconsin
$265K
SCTC
764
Sanibel Captiva Trust Company
Florida
$265K
DIA
765
Davidson Investment Advisors
Montana
$264K +$528 +10 +0.2%
RCM
766
Richardson Capital Management
Wisconsin
$260K +$259K +4,902 New
WI
767
WBI Investments
New Jersey
$257K -$317 -6 -0.1%
VH
768
Visionary Horizons
Tennessee
$257K +$9.13K +173 +4%
VWWMG
769
Vermillion & White Wealth Management Group
Pennsylvania
$257K -$49.7K -942 -16%
CT
770
Clearstead Trust
Maine
$257K
PFGIA
771
Patriot Financial Group Insurance Agency
Massachusetts
$257K +$39K +738 +18%
MW
772
MBL Wealth
North Carolina
$250K
PWMAG
773
Pinnacle Wealth Management Advisory Group
New Jersey
$250K -$21.1K -400 -8%
VA
774
Valmark Advisers
Ohio
$249K -$17.8K -337 -7%
CPWA
775
Cerro Pacific Wealth Advisors
California
$249K +$247K +4,688 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.