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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
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$32.7M +$8.81K +167 +0%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$31.1M +$1.19M +22,596 +4%
MA
78
Mutual Advisors
Nebraska
$30.5M +$22.9M +433,635 +309%
NCM
79
Nelson Capital Management
California
$30.5M +$2.48M +46,924 +9%
PCIA
80
Prime Capital Investment Advisors
Kansas
$28.9M -$24.6K -467 -0.1%
OIA
81
OneDigital Investment Advisors
Kansas
$28.8M +$1.53M +28,980 +6%
UCFA
82
United Capital Financial Advisors
Texas
$28.5M -$1.03M -19,600 -4%
MWA
83
Monograph Wealth Advisors
California
$28.5M +$1.11M +21,042 +4%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$28.1M -$8.65M -163,919 -24%
DIP
85
DT Investment Partners
Pennsylvania
$27.7M +$246K +4,663 +0.9%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$27.5M +$160K +3,022 +0.6%
LIM
87
Leavell Investment Management
Alabama
$27.4M +$852K +16,141 +3%
BEI
88
Benjamin Edwards Inc
Missouri
$26.5M +$24.4M +461,505 +1,222%
CPIG
89
Chicago Partners Investment Group
Illinois
$26.2M +$398K +7,533 +2%
BPA
90
Beacon Pointe Advisors
California
$26.1M +$17.6M +333,740 +211%
LFS
91
Lutz Financial Services
Nebraska
$25.5M +$154K +2,919 +0.6%
MCAI
92
Members Capital Advisors Inc
Wisconsin
$25.5M
ACG
93
Arch Capital Group
Bermuda
$24.9M
KAS
94
Kestra Advisory Services
Texas
$24.3M +$8.4M +159,124 +53%
Lazard Asset Management
95
Lazard Asset Management
New York
$24.3M +$24.2M +458,029 New
PCM
96
Palisade Capital Management
New Jersey
$23.7M +$23.5M +446,032 New
RIG
97
RiverFront Investment Group
Virginia
$23.2M +$1.88M +35,548 +9%
CMP
98
Courage Miller Partners
Virginia
$22.9M +$2.17M +41,059 +10%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$22.7M +$4.64M +87,983 +26%
FG
100
Fiduciary Group
Georgia
$22M +$39.5K +748 +0.2%

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.