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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
TD Asset Management
201
TD Asset Management
Ontario, Canada
$8.32M -$2.22K -42 -0%
WIC
202
Woodmont Investment Counsel
Tennessee
$8.26M -$146K -2,761 -2%
JWM
203
JPL Wealth Management
Colorado
$8.11M +$199K +3,772 +3%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$8.06M -$68.1K -1,290 -0.8%
DAS
205
Dynamic Advisor Solutions
Arizona
$8M -$27.9K -528 -0.3%
Deutsche Bank
206
Deutsche Bank
Germany
$8M +$7.34K +139 +0.1%
MM
207
Main Management
California
$8M -$39K -738 -0.5%
OC
208
Oppenheimer & Co
New York
$7.96M +$330K +6,258 +4%
HCM
209
Hilton Capital Management
New York
$7.96M +$485K +9,188 +7%
MWM
210
Meridian Wealth Management
Kentucky
$7.94M +$17.5K +331 +0.2%
SIA
211
SeaBridge Investment Advisors
New Jersey
$7.86M +$7.82M +148,158 New
GGS
212
Galvin Gaustad & Stein
Arizona
$7.83M -$186K -3,525 -2%
AWA
213
AmeriServ Wealth Advisors
Pennsylvania
$7.7M -$1.23M -23,347 -14%
PFPT
214
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.67M -$2.6M -49,210 -25%
IWC
215
Integrated Wealth Concepts
Massachusetts
$7.51M +$406K +7,692 +6%
ACA
216
Aptus Capital Advisors
Alabama
$7.49M -$206K -3,899 -3%
MFG
217
Marmo Financial Group
Tennessee
$7.48M +$242K +4,591 +3%
DWM
218
Diversify Wealth Management
Utah
$7.34M +$497K +9,422 +7%
SC
219
Scotia Capital
Ontario, Canada
$7.33M -$1.84M -34,781 -20%
Schroder Investment Management Group
220
Schroder Investment Management Group
United Kingdom
$7.09M +$7.06M +133,803 New
RMDI
221
R.M. Davis Inc
Maine
$7.05M +$101K +1,913 +1%
FCIM
222
Fairview Capital Investment Management
California
$7.02M -$83.6K -1,583 -1%
SB
223
Semitam Bonam
New York
$6.94M +$204K +3,861 +3%
NSG
224
Nalls Sherbakoff Group
Tennessee
$6.93M +$142K +2,693 +2%
SCA
225
Sandy Cove Advisors
Massachusetts
$6.91M +$6.88M +130,338 New

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.