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

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

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
JFA
926
JNBA Financial Advisors
Minnesota
$6.11K +$53 +1 +0.9%
VCM
927
Viewpoint Capital Management
Washington
$5.99K +$5.96K +113 New
WANY
928
Wealthspire Advisors (New York)
New York
$5.83K +$5.81K +110 New
SR
929
Syntax Research
Florida
$5.25K – – –
CAL
930
Capital Advisors Ltd
Ohio
$4K – – –
MAFA
931
MJT & Associates Financial Advisory
Minnesota
$3.87K -$581 -11 -13%
WWM
932
Wolff Wiese Magana
California
$3.82K – – –
CB
933
CNB Bank
Pennsylvania
$3.66K – – –
Q1WB
934
Quest 10 Wealth Builders
Virginia
$3.49K – – –
NMG
935
New Millennium Group
Utah
$3.18K – – –
IWP
936
IAG Wealth Partners
Wisconsin
$3.18K +$3.17K +60 New
LI
937
LRI Investments
Florida
$2.6K – – –
TCOV
938
Trust Company of Vermont
Vermont
$2.23K +$2.22K +42 New
BAM
939
Bellevue Asset Management
Washington
$2.2K – – –
FWM
940
FSA Wealth Management
Massachusetts
$2.14K -$2.85K -54 -57%
HFS
941
Hantz Financial Services
Michigan
$2K -$2.01K -38 -51%
MHR
942
Matthew Hamilton Rosenberg
$1.96K – – –
NCM
943
Northwest Capital Management
Oregon
$1.59K -$686 -13 -30%
DWM
944
Dogwood Wealth Management
Kansas
$1.33K – – –
AAG
945
Armstrong Advisory Group
Massachusetts
$1.17K – – –
RFS
946
Richardson Financial Services
Massachusetts
$1.06K -$18.5K -351 -95%
AW
947
Avion Wealth
Texas
$1K +$1.16K +22 New
GI
948
GAMMA Investing
California
$848 – – –
MAS
949
MPWM Advisory Solutions
Georgia
$848 – – –
FNWA
950
Financial Network Wealth Advisors
Utah
$689 +$686 +13 New
36 37
38
39 40

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.