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iShares 1-5 Year Investment Grade Corporate Bond ETF

1,009 hedge funds and large institutions have $15.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 468 increasing their positions, 295 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 295

21% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 73

4% more funds holding in top 10

Funds holding in top 10: 7578 (+3)

0% less funds holding

Funds holding: 1,0131,009 (-4)

2% less capital invested

Capital invested by funds: $15.9B → $15.7B (-$252M)

2.45% less ownership

Funds ownership: 73.43%70.98% (-2.5%)

Holders
1,009
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
12.43%
Holding in Top 10
78
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4%
% of All Funds
0.96%
New
88
Increased
468
Reduced
295
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
376
MGO One Seven
Ohio
$2.3M +$240K +4,541 +12%
CW
377
CreativeOne Wealth
Kansas
$2.29M +$1.22M +23,120 +113%
UFPG
378
United Financial Planning Group
New York
$2.27M +$57.4K +1,085 +3%
PAS
379
Park Avenue Securities
New York
$2.23M -$1.16M -22,026 -34%
CIBC Asset Management
380
CIBC Asset Management
Ontario, Canada
$2.21M +$51K +965 +2%
SM
381
Sweeney & Michel
California
$2.19M +$87.1K +1,648 +4%
SC
382
Sapient Capital
Indiana
$2.19M
HHRDM
383
H&H Retirement Design & Management
Nevada
$2.16M +$50.8K +961 +2%
TW
384
Trajan Wealth
Arizona
$2.15M +$73.8K +1,396 +4%
VT
385
Vise Technologies
New York
$2.15M
RF
386
RHS Financial
California
$2.14M -$260K -4,911 -11%
GGI
387
Godsey & Gibb Inc
Virginia
$2.13M +$100K +1,897 +5%
PWA
388
Perspective Wealth Advisors
Colorado
$2.13M +$2.15M +40,590 New
HFS
389
Howard Financial Services
Texas
$2.12M +$206K +3,895 +11%
HCM
390
Hollencrest Capital Management
California
$2.1M +$190K +3,586 +10%
MIA
391
MMBG Investment Advisors
Florida
$2.1M +$18.5K +350 +0.9%
CA
392
Clearstead Advisors
Ohio
$2.1M -$647K -12,241 -23%
WIA
393
World Investment Advisors
California
$2.09M -$127K -2,406 -6%
SW
394
SlateStone Wealth
Florida
$2.08M +$656K +12,415 +46%
HWAM
395
Hennion & Walsh Asset Management
New Jersey
$2.04M -$458K -8,671 -18%
TFP
396
Tilia Fiduciary Partners
North Carolina
$2.04M -$10.6K -201 -0.5%
SCM
397
Steele Capital Management
Iowa
$2.03M +$113K +2,139 +6%
SC
398
Shuttleworth & Co
Ohio
$2.03M +$732K +13,847 +56%
SFS
399
Strategic Financial Services
New York
$2.03M +$169K +3,200 +9%
SFG
400
Sovereign Financial Group
Connecticut
$2M +$155K +2,929 +8%