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iShares 1-5 Year Investment Grade Corporate Bond ETF

927 hedge funds and large institutions have $16.5B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 351 increasing their positions, 349 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-4
Holders Change %
-0.43%
% of All Funds
12.43%
Holding in Top 10
72
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.49%
% of All Funds
0.97%
New
75
Increased
351
Reduced
349
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WF
301
Welch & Forbes
Massachusetts
$3.37M -$1.32K -25 -0%
RF
302
RHS Financial
California
$3.37M -$1.44M -27,211 -30%
JWCA
303
J.W. Cole Advisors
Florida
$3.28M +$2.55M +48,378 +352%
NG
304
Novem Group
New York
$3.27M +$85.2K +1,614 +3%
LBC
305
Lowe Brockenbrough & Co
Virginia
$3.25M -$71K -1,346 -2%
MPW
306
MASECO Private Wealth
$3.23M +$3.23M +61,318 New
RG
307
Rathbones Group
United Kingdom
$3.16M +$4.85K +92 +0.2%
IWA
308
IVC Wealth Advisors
Pennsylvania
$3.14M +$474K +8,977 +18%
BIA
309
Bigelow Investment Advisors
Maine
$3.14M +$202K +3,833 +7%
WCM
310
Washington Capital Management
Washington
$3.13M +$52.8K +1,000 +2%
RSWM
311
Robertson Stephens Wealth Management
California
$3.09M -$50K -948 -2%
WT
312
Whittier Trust
California
$3.09M -$30.6K -581 -1%
PAS
313
Park Avenue Securities
New York
$3.06M +$207K +3,928 +7%
FAIM
314
Financial Advocates Investment Management
Washington
$3.05M -$15M -284,920 -83%
BIS
315
BG Investment Services
Guam
$3.03M -$312K -5,826 -9%
NAG
316
Northstar Advisory Group
New Jersey
$2.97M +$28.6K +542 +1%
HCM
317
Hollencrest Capital Management
California
$2.95M -$23.1K -438 -0.8%
NSCM
318
New South Capital Management
Tennessee
$2.93M -$532K -10,088 -15%
AC
319
AlphaCore Capital
California
$2.88M -$174K -3,307 -6%
AWM
320
Apollon Wealth Management
South Carolina
$2.85M +$27.4K +520 +1%
PGFC
321
Peapack-Gladstone Financial Corp
New Jersey
$2.84M -$388K -7,357 -12%
ODIJL
322
One Day In July LLC
Vermont
$2.83M -$4.54K -86 -0.2%
WAOTB
323
Wealth Advisors of Tampa Bay
Florida
$2.83M -$52.8K -1,000 -2%
CC
324
Courier Capital
New York
$2.81M -$293K -5,552 -9%
C
325
Croban
Ohio
$2.77M -$320K -6,059 -10%