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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
Northern Trust
1
Northern Trust
Illinois
$1.27B +$44.6M +844,827 +4%
MMI
2
Matson Money Inc
Ohio
$722M +$16.9M +319,570 +2%
Ameriprise
3
Ameriprise
Minnesota
$703M +$13.9M +264,198 +2%
BlackRock
4
BlackRock
New York
$619M -$160M -3,029,708 -21%
Charles Schwab
5
Charles Schwab
California
$577M -$542M -10,269,278 -49%
Goldman Sachs
6
Goldman Sachs
New York
$440M +$31.7M +600,968 +8%
Morgan Stanley
7
Morgan Stanley
New York
$433M +$40.9M +775,758 +11%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$427M -$3.02M -57,151 -0.7%
Bank of America
9
Bank of America
North Carolina
$389M -$68.2M -1,291,835 -15%
AC
10
Allstate Corporation
Illinois
$364M +$105M +1,997,065 +41%
B
11
Barings
North Carolina
$363M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$341M +$35.5M +671,667 +12%
PFA
13
Pure Financial Advisors
California
$274M +$19.4M +367,571 +8%
UBS Group
14
UBS Group
Switzerland
$246M +$1.55M +29,334 +0.6%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$242M +$18.8M +356,047 +8%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$207M +$8.37M +158,481 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$184M +$31M +586,487 +20%
Stifel Financial
18
Stifel Financial
Missouri
$182M +$25.8M +488,580 +17%
Wells Fargo
19
Wells Fargo
California
$179M +$1.11M +21,001 +0.6%
Raymond James Financial
20
Raymond James Financial
Florida
$178M +$15M +284,214 +9%
Members Trust
21
Members Trust
Florida
$160M +$1.81M +34,258 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$155M -$5.14M -97,470 -3%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$149M +$1.34M +25,400 +0.9%
LPL Financial
24
LPL Financial
California
$136M +$21.9M +414,628 +19%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$129M

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.