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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
RLIM
851
Red Lighthouse Investment Management
New York
$79.8K
TF
852
Tompkins Financial
New York
$78.1K
KFI
853
Key Financial Inc
Pennsylvania
$70.8K +$46.4K +879 +192%
LWCFA
854
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67.5K
SNB
855
Security National Bank
Nebraska
$66K
BWL
856
Bogart Wealth LLC
Virginia
$65.7K
T
857
Tidemark
California
$63.2K +$12.9K +244 +26%
AUB
858
Atlantic Union Bankshares
Virginia
$60.6K +$686 +13 +1%
FFA
859
Founders Financial Alliance
North Carolina
$59.6K -$3.38K -64 -5%
AWM
860
Abound Wealth Management
Tennessee
$56.6K +$633 +12 +1%
FCMT
861
Founders Capital Management (Texas)
Texas
$55.2K
HWP
862
Highline Wealth Partners
California
$53.4K +$53.2K +1,007 New
NEWAS
863
N.E.W. Advisory Services
Wisconsin
$52.9K
FM
864
Family Management
New York
$52.3K
VWM
865
Valley Wealth Managers
New Jersey
$51.1K +$7.07K +134 +16%
KFA
866
Kelleher Financial Advisors
New York
$50.9K +$50.7K +960 New
FPB
867
First PREMIER Bank
South Dakota
$48K -$52.4K -992 -52%
SS
868
SBI Securities
Japan
$46.6K +$3.85K +73 +9%
GWSG
869
GPS Wealth Strategies Group
Colorado
$46.3K +$46.1K +874 New
IBOK
870
Independence Bank of Kentucky
Kentucky
$45.8K
PTC
871
Private Trust Company
Ohio
$44.3K -$29.9K -567 -40%
DWM
872
Darwin Wealth Management
Florida
$44.1K +$528 +10 +1%
TIM
873
Thompson Investment Management
Wisconsin
$44.1K
MIFH
874
Migdal Insurance & Financial Holdings
Israel
$44K
KSB
875
Kennebec Savings Bank
Maine
$42.9K

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.