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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
PFG
776
Premier Financial Group
California
$248K +$247K +4,675 New
AWM
777
Accurate Wealth Management
Florida
$248K +$34.9K +661 +16%
CF
778
Centaurus Financial
California
$247K -$75K -1,420 -23%
FIA
779
Foundations Investment Advisors
Arizona
$246K +$11.1K +211 +5%
PPC
780
Park Place Capital
Alabama
$246K
SFG
781
Seamount Financial Group
Colorado
$245K +$13.2K +250 +6%
CCFM
782
Clear Creek Financial Management
Washington
$241K +$240K +4,544 New
MC
783
Middleton & Co
Massachusetts
$239K
LNWWM
784
Laird Norton Wetherby Wealth Management
California
$239K
TF
785
Trek Financial
Arizona
$236K -$55.2K -1,045 -19%
TIP
786
Tandem Investment Partners
New Jersey
$235K +$15.9K +302 +7%
FFP
787
FourThought Financial Partners
Florida
$234K -$88.8K -1,683 -28%
GI
788
GAMCO Investors
Connecticut
$234K -$160K -3,035 -41%
AIM
789
Advyzon Investment Management
Illinois
$232K +$231K +4,374 New
NC
790
NovaPoint Capital
Georgia
$231K +$230K +4,362 New
WA
791
WBH Advisory
Maryland
$230K +$25.1K +476 +12%
BFA
792
Brown Financial Advisors
Ohio
$230K -$1.36M -25,677 -86%
AWM
793
Angeles Wealth Management
California
$226K +$225K +4,263 New
SPAS
794
Spectrum Planning & Advisory Services
California
$226K +$225K +4,259 New
PFA
795
Portland Financial Advisors
New York
$222K
FRA
796
Front Row Advisors
California
$222K +$79.2K +1,501 +56%
RZH
797
Relyea Zuckerberg Hanson
Connecticut
$221K -$207K -3,916 -48%
FAFN
798
First Affirmative Financial Network
Colorado
$219K -$422 -8 -0.2%
HIMC
799
Heritage Investors Management Corp
Maryland
$219K +$12.7K +240 +6%
FCH
800
Freestone Capital Holdings
Washington
$219K +$12.6K +239 +6%

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.