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iShares 1-5 Year Investment Grade Corporate Bond ETF

985 hedge funds and large institutions have $15.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 416 increasing their positions, 286 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$529K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
551
Phoenix Financial
Israel
$793K
PHS
552
Pekin Hardy Strauss
Illinois
$782K
CCMINC
553
Cardinal Capital Management Inc (North Carolina)
North Carolina
$781K
SW
554
SkyOak Wealth
Michigan
$779K
RPC
555
Rossmore Private Capital
Connecticut
$779K
FWM
556
Fonville Wealth Management
Virginia
$777K
CLOS
557
Compagnie Lombard Odier SCmA
Switzerland
$774K
BFA
558
Beaumont Financial Advisors
Massachusetts
$772K
MWA
559
MFA Wealth Advisors
Pennsylvania
$770K
PS
560
Principal Securities
Iowa
$764K
CA
561
Calton & Associates
Florida
$751K
SFG
562
Sunburst Financial Group
Alabama
$743K
FWIA
563
Fort Washington Investment Advisors
Ohio
$742K
FPCG
564
Forum Private Client Group
Indiana
$741K
AIP
565
Alexis Investment Partners
Texas
$740K
SPAS
566
Spectrum Planning & Advisory Services
California
$735K
PW
567
Paladin Wealth
Minnesota
$731K
LCM
568
Lazari Capital Management
California
$718K
BFO
569
Boston Family Office
Massachusetts
$713K
FLA
570
Financial Life Advisors
Texas
$709K
CCM
571
Cloud Capital Management
Washington
$708K
BHB
572
Bank Hapoalim BM
Israel
$707K
MBI
573
May Barnhard Investments
Maryland
$703K
SCFS
574
Stewardship Concepts Financial Services
Washington
$699K
RA
575
RFG Advisory
Alabama
$696K