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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
KWA
476
Kingswood Wealth Advisors
California
$1.25M +$83.2K +1,574 +7%
PAA
477
Peregrine Asset Advisers
Oregon
$1.24M -$3.91K -74 -0.3%
SFG
478
Strive Financial Group
Indiana
$1.24M -$4.23K -80 -0.3%
SWP
479
SIMA Wealth Partners
Virginia
$1.23M -$419K -7,930 -25%
AWM
480
Apex Wealth Management
New Hampshire
$1.22M +$1.23M +23,247 New
WIA
481
Westview Investment Advisors
Vermont
$1.22M
AO
482
Advisor OS
Illinois
$1.21M +$1.9K +36 +0.2%
PBO
483
Peoples Bank (Ohio)
Ohio
$1.2M +$10.5K +199 +0.9%
SWM
484
Spire Wealth Management
Virginia
$1.2M +$54K +1,022 +5%
MWM
485
McCartney Wealth Management
Missouri
$1.2M +$35.2K +665 +3%
TAM
486
Titleist Asset Management
Texas
$1.18M +$1.19M +22,501 New
FA
487
Flagstar Advisors
New York
$1.18M -$53.9K -1,020 -4%
BCI
488
Brinker Capital Investments
Pennsylvania
$1.18M -$11.6M -220,365 -91%
ISWM
489
Independent Solutions Wealth Management
New York
$1.18M +$909K +17,199 +329%
EWA
490
EverSource Wealth Advisors
Alabama
$1.15M +$293K +5,548 +34%
PPG
491
Peak Planning Group
Colorado
$1.15M +$39.5K +748 +4%
NL
492
NWAM LLC
Washington
$1.15M -$4.55K -86 -0.4%
SFM
493
Signet Financial Management
New Jersey
$1.14M -$63K -1,191 -5%
CWMGP
494
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.13M +$1.14M +21,531 New
IC
495
IEQ Capital
California
$1.13M +$830K +15,698 +272%
MPWT
496
MassMutual Private Wealth & Trust
Connecticut
$1.12M -$34.5K -652 -3%
PL
497
Protective Life
Alabama
$1.09M +$1.1M +20,833 New
GC
498
Garde Capital
Washington
$1.09M +$1.1M +20,743 New
GWMR
499
GC Wealth Management RIA
Massachusetts
$1.09M +$210K +3,972 +24%
TCM
500
Traub Capital Management
Massachusetts
$1.08M +$476 +9 +0%