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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 %
FFA
601
Farther Finance Advisors
California
$554K +$49.6K +940 +10%
WAS
602
Wealth Advisory Solutions
Indiana
$548K
OWA
603
Octavia Wealth Advisors
Ohio
$537K -$164K -3,110 -23%
EFS
604
Essex Financial Services
Connecticut
$536K
FIM
605
Freedom Investment Management
Connecticut
$535K +$9.23K +175 +2%
HFS
606
Howard Financial Services
Texas
$533K +$326K +6,182 +158%
CWA
607
Cascade Wealth Advisors
Washington
$527K
USCWA
608
U.S. Capital Wealth Advisors
Texas
$523K
NS
609
NBC Securities
Alabama
$523K +$53.5K +1,015 +11%
LFAS
610
Level Four Advisory Services
Texas
$522K -$19.7K -374 -4%
DADC
611
D.A. Davidson & Co
Montana
$516K +$6.75K +128 +1%
HWM
612
Hohimer Wealth Management
Washington
$506K +$4.75K +90 +0.9%
AWM
613
AllSquare Wealth Management
New York
$505K
BWA
614
BlueChip Wealth Advisors
Georgia
$500K
BFO
615
Boston Family Office
Massachusetts
$499K
HI
616
Harbour Investments
Wisconsin
$495K -$25.5K -483 -5%
CTWM
617
Cherry Tree Wealth Management
Minnesota
$490K -$2.74K -52 -0.6%
S
618
Sachetta
Massachusetts
$485K
1CM
619
1492 Capital Management
Wisconsin
$483K -$10.7K -202 -2%
AAMC
620
Asset Allocation & Management Company
Illinois
$482K
IWM
621
IHT Wealth Management
Illinois
$479K -$842K -15,966 -64%
VFM
622
Vision Financial Markets
Connecticut
$475K
MFA
623
Mayflower Financial Advisors
Massachusetts
$474K -$1.58K -30 -0.3%
RW
624
Rede Wealth
Virginia
$474K -$5.65K -107 -1%
CP
625
Clarendon Private
Massachusetts
$469K -$6.17K -117 -1%