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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 %
KCM
501
Kanawha Capital Management
Virginia
$988K -$17.6K -334 -2%
GWM
502
Geneos Wealth Management
Colorado
$980K -$2.23M -42,214 -69%
SF
503
SWP Financial
California
$975K +$251K +4,753 +35%
JIP
504
Jaffetilchin Investment Partners
Florida
$963K +$515K +9,768 +115%
SAS
505
Stelac Advisory Services
New York
$959K -$94K -1,781 -9%
BMC
506
Bear Mountain Capital
Washington
$958K -$2.73K -52 -0.3%
AR
507
Advisory Research
Illinois
$941K
MPW
508
MA Private Wealth
California
$940K -$6.12M -116,036 -87%
NFG
509
Northeast Financial Group
Pennsylvania
$937K -$101K -1,920 -10%
SC
510
Saiph Capital
New Jersey
$936K +$166K +3,154 +22%
GWMR
511
GC Wealth Management RIA
Massachusetts
$932K -$266K -5,045 -22%
GDP
512
Great Diamond Partners
Maine
$927K +$927K +17,571 New
AIFAIM
513
American Institute for Advanced Investment Management
Arizona
$927K -$28.2K -535 -3%
Bessemer Group
514
Bessemer Group
New Jersey
$919K -$6.65K -126 -0.7%
SI
515
SimpliFi Inc
California
$917K +$3.11K +59 +0.3%
AIP
516
Alexis Investment Partners
Texas
$915K -$26.4K -500 -3%
RWIA
517
Roger Wittlin Investment Advisory
California
$912K +$9.71K +184 +1%
ZIM
518
Zacks Investment Management
Illinois
$912K -$114K -2,161 -11%
WHC
519
Wulff, Hansen & Co
California
$907K -$108K -2,040 -11%
AF
520
Advisornet Financial
Minnesota
$898K +$77.3K +1,465 +9%
GWM
521
Grand Wealth Management
Michigan
$894K -$149K -2,815 -14%
RWB
522
RMR Wealth Builders
New Jersey
$894K +$894K +16,946 New
SI
523
Stonekeep Investments
New Mexico
$889K
IA
524
IFG Advisory
Georgia
$887K -$8.97K -170 -1%
M&T Bank
525
M&T Bank
New York
$864K +$529K +10,023 +158%