We are live on ! Find out more
IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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: 944 → 948 (+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: 74 → 69 (-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

Top Buyers

Rank Fund Capital Flow
1
AC
Allstate Corporation
Illinois
+$105M
2
Northern Trust
Northern Trust
Illinois
+$44.6M
3
Morgan Stanley
Morgan Stanley
New York
+$40.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.5M
5
Goldman Sachs
Goldman Sachs
New York
+$31.7M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$542M
2
JSTA
Japan Science & Technology Agency
Japan
-$515M
3
BlackRock
BlackRock
New York
-$160M
4
SAMU
SONA Asset Management (US)
New York
-$73.9M
5
Bank of America
Bank of America
North Carolina
-$68.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
801
SimpliFi Inc
California
$217K -$702K -13,293 -76%
CAG
802
Csenge Advisory Group
Florida
$216K +$215K +4,080 New
C1AG
803
Client 1st Advisory Group
Florida
$215K -$353K -6,683 -62%
FM
804
Foster & Motley
Ohio
$214K – – –
NWM
805
Navigoe Wealth Management
California
$214K +$5.91K +112 +3%
AFA
806
AA Financial Advisors
Ohio
$213K +$212K +4,013 New
IIM
807
Ipswich Investment Management
Massachusetts
$212K – – –
PWA
808
PCG Wealth Advisors
Kansas
$212K – – –
HW
809
HORAN Wealth
Ohio
$212K +$211K +3,997 New
HWM
810
Hemington Wealth Management
Virginia
$211K +$1K +19 +0.5%
AF
811
Allworth Financial
California
$210K +$16.3K +308 +8%
MCA
812
Martin Capital Advisors
Texas
$210K – – –
PWS
813
Proactive Wealth Strategies
Georgia
$208K +$633 +12 +0.3%
PWS
814
Precision Wealth Strategies
Missouri
$205K -$16.5K -313 -7%
GFP
815
Gryphon Financial Partners
Ohio
$203K – – –
SB
816
Sunflower Bank
Texas
$203K – – –
HIS
817
Horizon Investment Services
Indiana
$202K -$1.95K -37 -1%
PFG
818
Pacific Financial Group
Washington
$202K +$201K +3,809 New
APCM
819
Alaska Permanent Capital Management
Alaska
$199K – – –
FP
820
Financial Perspectives
Minnesota
$183K -$46.4K -879 -20%
CTA
821
Colonial Trust Advisors
South Carolina
$179K -$8.18K -155 -4%
AIP
822
Ameritas Investment Partners
Nebraska
$178K -$220K -4,168 -55%
AIC
823
Archer Investment Corporation
Indiana
$178K – – –
CFO
824
CVA Family Office
Colorado
$170K – – –
TFA
825
Transamerica Financial Advisors
Florida
$170K +$169K +3,202 New
31 32
33
34 35

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.