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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
AA
126
Alesco Advisors
New York
$16M +$872K +16,518 +6%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$15.9M
SWP
128
Stratos Wealth Partners
Ohio
$15.4M +$1.56M +29,580 +11%
DWS
129
Discipline Wealth Solutions
South Carolina
$15.1M +$489K +9,261 +3%
SF
130
Summit Financial
New Jersey
$15.1M +$363K +6,879 +2%
SWP
131
Summit Wealth Partners
Florida
$15M +$199K +3,779 +1%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$14.8M
AWM
133
AE Wealth Management
Kansas
$14.7M -$2.83M -53,633 -16%
BDF
134
Black Diamond Financial
Maryland
$14.7M +$3.55M +67,178 +32%
PA
135
Parallel Advisors
California
$14.6M -$3.11M -59,009 -18%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$14.4M +$3.16M +59,821 +28%
TH
137
TCTC Holdings
Texas
$14M -$24.4K -462 -0.2%
KL
138
KWMG LLC
Kansas
$13.9M +$1.19M +22,540 +9%
COCM
139
Charter Oak Capital Management
New Hampshire
$13.9M +$459K +8,692 +3%
SIA
140
Strategic Investment Advisors
Michigan
$13.7M -$14.1M -267,020 -100%
GB
141
Gunma Bank
Japan
$13.6M +$5.28M +100,000 +64%
PP
142
Prosperity Planning
Missouri
$13.5M +$846K +16,030 +7%
GIM
143
Goelzer Investment Management
Indiana
$13.5M +$481K +9,119 +4%
DILH
144
Dai-ichi Life Holdings
Japan
$13.3M -$10.6K -200 -0.1%
Cerity Partners
145
Cerity Partners
New York
$13.3M -$746K -14,128 -5%
BWP
146
Bernardo Wealth Planning
Pennsylvania
$13.2M +$1.09M +20,662 +9%
NB
147
NBT Bank
New York
$13.2M -$31.4K -594 -0.2%
CT
148
Caldwell Trust
Florida
$12.9M +$896K +16,973 +7%
FCM
149
Fortis Capital Management
Washington
$12.8M +$657K +12,449 +5%
GI
150
Gradient Investments
Minnesota
$12.6M -$20.7M -392,396 -62%

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.