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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
SF
101
Schaeffer Financial
Maryland
$21.7M +$3.18M +60,245 +17%
Prudential Financial
102
Prudential Financial
New Jersey
$20.9M
JSA
103
Jacobson & Schmitt Advisors
Wisconsin
$20.6M +$900K +17,055 +5%
BHWM
104
Bar Harbor Wealth Management
New Hampshire
$20.6M +$833K +15,779 +4%
ASW
105
Astoria Strategic Wealth
Texas
$20.5M -$255K -4,826 -1%
SGAM
106
Stephens Group Asset Management
Arkansas
$20.2M +$630K +11,937 +3%
Legal & General Group
107
Legal & General Group
United Kingdom
$20.2M +$18.6M +352,912 +1,286%
JC
108
JBGlobal.com
New York
$19.6M +$920K +17,434 +5%
AFS
109
Amtrust Financial Services
New York
$19.5M
BFC
110
Blue Fin Capital
Rhode Island
$19.3M +$1.44M +27,297 +8%
AIMC
111
Alley Investment Management Company
Illinois
$19.2M +$28.1K +533 +0.1%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$19M +$1.24M +23,419 +7%
Kayne Anderson Rudnick Investment Management
113
Kayne Anderson Rudnick Investment Management
California
$19M -$821K -15,553 -4%
FCBT
114
First Citizens Bank & Trust
North Carolina
$18.5M +$7.92K +150 +0%
IA
115
IFP Advisors
Florida
$18.2M +$813K +15,412 +5%
DLCIG
116
D.L. Carlson Investment Group
New Hampshire
$18.2M +$1.52M +28,882 +9%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$18.1M +$6.56M +124,255 +57%
AP
118
Atwood & Palmer
Missouri
$18.1M +$45.9K +870 +0.3%
SA
119
Strategic Advocates
Utah
$17.9M +$1.13M +21,456 +7%
GC
120
Guggenheim Capital
Illinois
$17.8M +$445K +8,434 +3%
Creative Planning
121
Creative Planning
Kansas
$17.5M +$196K +3,707 +1%
SPIA
122
Steward Partners Investment Advisory
New York
$17.4M +$37.4K +708 +0.2%
ACA
123
Anchor Capital Advisors
Massachusetts
$17.2M -$196K -3,721 -1%
PPW
124
Presilium Private Wealth
Pennsylvania
$17.2M +$1.29M +24,534 +8%
JHU
125
Johns Hopkins University
Maryland
$17.1M

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.