We are live on ! Find out more
IGSB icon

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
BC
876
Barrett & Company
Rhode Island
$42.4K
CWM
877
Copia Wealth Management
Oregon
$39.4K
RFP
878
Root Financial Partners
California
$38.9K +$38.7K +733 New
CIA
879
Cape Investment Advisory
Georgia
$37.8K -$17.1K -324 -31%
BONH
880
Bank of New Hampshire
New Hampshire
$36.6K
CSC
881
Caldwell Sutter Capital
California
$36.2K
APW
882
Aventura Private Wealth
Florida
$34.4K
ME
883
McIlrath & Eck
Washington
$32K
RA
884
Rise Advisors
New York
$30.7K -$950 -18 -3%
CHC
885
City Holding Co
West Virginia
$29.7K
PWAM
886
Private Wealth Asset Management
Iowa
$29.5K
PP
887
PFS Partners
New Jersey
$27.2K +$27.1K +513 New
BCM
888
Boreal Capital Management
Florida
$26.6K
RDFA
889
Ritter Daniher Financial Advisory
Ohio
$26.5K
GIP
890
Granite Investment Partners
California
$25.2K
GA
891
Guerra Advisors
Florida
$24.9K +$24.8K +469 New
ITIM
892
Indiana Trust & Investment Management
Indiana
$24.4K
BLC
893
Brown, Lisle/Cummings
Rhode Island
$23.9K
CMP
894
Coston McIsaac & Partners
Maine
$23K +$22.9K +434 New
CI
895
CX Institutional
Indiana
$21K +$20.5K +388 New
CB
896
Community Bank
New York
$20.1K
ADL
897
Asset Dedication LLC
California
$19.7K +$19.6K +371 New
SIS
898
Sound Income Strategies
Florida
$19.5K +$528 +10 +3%
HIA
899
Harbor Investment Advisory
Maryland
$18.6K
TCOT
900
Trust Company of Toledo
Ohio
$18.6K

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.