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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
Betterment LLC
151
Betterment LLC
New York
$12.5M +$3.51M +66,436 +39%
BCI
152
Brinker Capital Investments
Pennsylvania
$12.5M +$375K +7,099 +3%
MWM
153
MTC Wealth Management
Florida
$12.5M -$79.6K -1,508 -0.6%
ST
154
Smithfield Trust
Pennsylvania
$12.5M -$122K -2,313 -1%
HNB
155
Huntington National Bank
Ohio
$12.4M
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$12.3M +$1.69M +32,087 +16%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$12.2M -$4.05M -76,733 -25%
SAM
158
Secure Asset Management
Michigan
$12.1M +$2.37M +44,984 +25%
CSP
159
Cary Street Partners
Virginia
$11.8M +$2.87M +54,299 +32%
AFG
160
ABLE Financial Group
Arizona
$11.8M +$1.66M +31,406 +16%
DCM
161
Disciplina Capital Management
Tennessee
$11.7M -$2.21M -41,934 -16%
B
162
Bailard
California
$11.7M +$260K +4,918 +2%
SPC
163
Sigma Planning Corp
Michigan
$11.7M +$1.62M +30,753 +16%
HCM
164
Hall Capital Management
Rhode Island
$11.6M +$773K +14,650 +7%
WBG
165
Wharton Business Group
Pennsylvania
$11.6M +$4.51M +85,365 +64%
BWA
166
BlueSky Wealth Advisors
North Carolina
$11.4M -$457K -8,658 -4%
AWM
167
Avior Wealth Management
Nebraska
$11.4M +$37.5K +711 +0.3%
Franklin Resources
168
Franklin Resources
California
$11.4M +$485K +9,186 +4%
SSWM
169
Smith Salley Wealth Management
North Carolina
$11M +$2.14M +40,606 +24%
PA
170
Procyon Advisors
Connecticut
$10.9M -$402K -7,616 -4%
CL
171
Choreo LLC
Illinois
$10.8M -$594K -11,261 -5%
WFL
172
Wealth Forward LLC
North Dakota
$10.7M +$10.6M +201,700 New
NAG
173
Northstar Advisory Group
New Jersey
$10.6M +$7.59M +143,813 +256%
GIO
174
Galilei Investment Office
United Kingdom
$10.6M
JIR
175
James Investment Research
Ohio
$10.4M -$194K -3,678 -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.