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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
CBT
826
Crews Bank & Trust
Florida
$155K
TCPW
827
Twin City Private Wealth
North Carolina
$154K -$21.9K -415 -13%
JFGIW
828
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152K -$5.28K -100 -3%
MWM
829
Mascoma Wealth Management
New Hampshire
$143K +$317 +6 +0.2%
GCM
830
Gables Capital Management
Florida
$140K
AAS
831
Ameritas Advisory Services
Nebraska
$134K -$49.9K -946 -27%
SC
832
Solstein Capital
California
$131K +$130K +2,472 New
LCM
833
Logan Capital Management
Pennsylvania
$127K +$2.8K +53 +2%
EWM
834
EPG Wealth Management
Georgia
$124K +$53 +1 +0%
SAM
835
Smartleaf Asset Management
Massachusetts
$117K -$1.23M -23,358 -91%
SGK
836
Steigerwald Gordon & Koch
Virginia
$110K +$110K +2,077 New
OP
837
ORG Partners
Indiana
$110K -$2.59K -49 -2%
RP
838
Rice Partnership
Hawaii
$110K +$109K +2,067 New
CT
839
Colonial Trust
South Carolina
$110K -$2.48K -47 -2%
MSG
840
Main Street Group
Virginia
$106K
MG
841
Mather Group
Illinois
$105K +$104K +1,977 New
PB
842
Pinnacle Bancorp
Nebraska
$105K -$99K -1,875 -49%
FFWM
843
Future Financial Wealth Management
Ohio
$105K
ABWM
844
Alpine Bank Wealth Management
Colorado
$97.1K
HNW
845
High Note Wealth
Minnesota
$90.5K +$86.1K +1,631 +2,175%
NFSG
846
Newbridge Financial Services Group
Florida
$90.2K -$15.6K -295 -15%
FDCDDQ
847
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.2K
SPF
848
South Plains Financial
Texas
$88K
EWA
849
Elevate Wealth Advisory
Georgia
$81.3K
WA
850
Westfuller Advisors
New York
$80.9K +$80.5K +1,525 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.