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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
CFG
901
CKW Financial Group
Hawaii
$18K
FFL
902
Financial Freedom LLC
Ohio
$17.9K +$158 +3 +0.9%
JAM
903
JCIC Asset Management
Ontario, Canada
$17K +$16.9K +320 New
AGWCA
904
Annis Gardner Whiting Capital Advisors
Florida
$16.7K
MIM
905
MTM Investment Management
South Carolina
$15.9K
SA
906
SRH Advisors
Kansas
$15.9K
DRP
907
Decker Retirement Planning
Utah
$15K
CAM
908
Costello Asset Management
Pennsylvania
$15K
SVCP
909
Silicon Valley Capital Partners
California
$12.2K -$61.3K -1,161 -83%
FIM
910
FWL Investment Management
Texas
$12.2K
NWMP
911
Noble Wealth Management PBC
Colorado
$11.7K +$11.6K +220 New
WP
912
WealthShield Partners
North Carolina
$11.5K -$19.7K -373 -63%
PWA
913
Physician Wealth Advisors
Utah
$11.2K -$1.76M -33,402 -99%
TFGT
914
TS Financial Group (TSFG)
Illinois
$11K -$17.6K -334 -63%
FFA
915
Frazier Financial Advisors
Ohio
$10.4K
PSFG
916
Park Square Financial Group
Georgia
$9.02K -$581 -11 -6%
AF
917
Alerus Financial
North Dakota
$8.27K
RFA
918
Register Financial Advisors
Georgia
$8.26K +$106 +2 +1%
HAP
919
Harbor Asset Planning
Massachusetts
$8.08K +$53 +1 +0.7%
CIAS
920
Capital Investment Advisory Services
North Carolina
$7.92K -$53 -1 -0.7%
BTI
921
Blue Trust Inc
Georgia
$7.71K
HI
922
Horizon Investments
North Carolina
$7.58K -$52.9K -1,002 -87%
MA
923
Montag & Associates
Georgia
$7.42K
MWA
924
Medallion Wealth Advisors
Connecticut
$6.89K
RF
925
Rossby Financial
Florida
$6.46K +$1.37K +26 +27%

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.