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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
Citigroup
176
Citigroup
New York
$10.3M -$1.28M -24,261 -11%
JFL
177
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.2M
RIL
178
Rothschild Investment LLC
Illinois
$10M +$559K +10,593 +6%
ET
179
Equitable Trust
Tennessee
$9.99M +$2.02M +38,331 +26%
HCA
180
Heck Capital Advisors
Wisconsin
$9.94M +$2.45M +46,502 +33%
PIMG
181
Patriot Investment Management Group
Tennessee
$9.92M -$181K -3,430 -2%
WA
182
Waverly Advisors
Alabama
$9.84M +$326K +6,171 +3%
LFG
183
Larson Financial Group
Missouri
$9.75M -$672K -12,736 -6%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$9.72M -$1.11M -21,046 -10%
BCA
185
Ballentine Capital Advisors
South Carolina
$9.7M +$300K +5,684 +3%
CAG
186
Crestwood Advisors Group
Massachusetts
$9.55M +$229K +4,335 +2%
PAG
187
Powers Advisory Group
Illinois
$9.51M -$1.01M -19,067 -10%
AFG
188
Atomi Financial Group
New York
$9.48M +$1.16M +21,909 +14%
Mirae Asset Global Investments
189
Mirae Asset Global Investments
South Korea
$9.46M +$1.86M +35,300 +25%
DAM
190
Delta Asset Management
Tennessee
$9.39M +$444K +8,420 +5%
PG
191
Proffitt & Goodson
Tennessee
$9.18M -$155K -2,939 -2%
TNBTD
192
Trustmark National Bank Trust Department
Mississippi
$9.01M +$956K +18,112 +12%
MPM
193
Meritage Portfolio Management
Kansas
$9M -$404K -7,651 -4%
PA
194
PFG Advisors
Arizona
$8.96M +$8.92M +169,048 New
FAT
195
First American Trust
California
$8.91M +$8.87M +168,096 New
BPWM
196
BCS Private Wealth Management
New Jersey
$8.89M -$270K -5,114 -3%
DCM
197
Dimension Capital Management
Florida
$8.69M +$1.71M +32,429 +25%
NA
198
NewEdge Advisors
Louisiana
$8.56M +$1.79M +33,838 +27%
KWM
199
Kiker Wealth Management
Georgia
$8.56M +$548K +10,377 +7%
DC
200
Davenport & Co
Virginia
$8.36M +$946K +17,915 +13%

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.