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iShares 1-5 Year Investment Grade Corporate Bond ETF

1,013 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 145 funds opening new positions, 420 increasing their positions, 290 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 64

45% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 290

9% more funds holding in top 10

Funds holding in top 10: 6975 (+6)

7% more funds holding

Funds holding: 9481,013 (+65)

1.88% more ownership

Funds ownership: 71.54%73.43% (+1.9%)

4% more capital invested

Capital invested by funds: $15.3B → $15.9B (+$572M)

Holders
1,013
Holders Change
+65
Holders Change %
+6.86%
% of All Funds
12.33%
Holding in Top 10
75
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.7%
% of All Funds
0.91%
New
145
Increased
420
Reduced
290
Closed
64
Calls
$529K
Puts
Net Calls
+$529K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
RWB
701
RMR Wealth Builders
New Jersey
$403K -$1.17K -22 -0.3%
AA
702
Ancora Advisors
Ohio
$403K +$4.82K +91 +1%
FUBT
703
First United Bank & Trust
Maryland
$402K -$10.9K -205 -3%
OAP
704
One Advisory Partners
Kansas
$401K +$56.8K +1,072 +16%
DWT
705
Dorsey & Whitney Trust
South Dakota
$398K +$2.7K +51 +0.7%
I
706
INVST
Indiana
$397K -$8.31K -157 -2%
CA
707
CGN Advisors
Kansas
$392K
TWM
708
TCFG Wealth Management
California
$391K +$3.87K +73 +1%
TA
709
TFB Advisors
Kansas
$387K +$19.4K +366 +5%
NPT
710
National Philanthropic Trust
Pennsylvania
$387K -$87.2K -1,647 -18%
AT
711
American Trust
Kentucky
$384K -$389K -7,344 -50%
PCP
712
Panoramic Capital Partners
Oregon
$380K -$6.04K -114 -2%
HWM
713
Hohimer Wealth Management
Washington
$378K -$23.7K -448 -6%
PAS
714
PKS Advisory Services
New York
$376K +$53K +1,001 +16%
WAG
715
Winthrop Advisory Group
Massachusetts
$373K +$2.81K +53 +0.8%
HL
716
HeadInvest LLC
Maine
$371K +$372K +7,021 New
CIA
717
Choate Investment Advisors
Massachusetts
$371K
T
718
TrueFG
Texas
$371K +$2.44K +46 +0.7%
PG
719
Patten Group
Tennessee
$371K -$2.96K -56 -0.8%
OP
720
Oath Planning
Oklahoma
$368K +$369K +6,963 New
RBWA
721
RFG - Bristol Wealth Advisors
Massachusetts
$367K -$25.5K -481 -6%
BIG
722
Brookwood Investment Group
Arizona
$367K +$3.02K +57 +0.8%
CCG
723
Cypress Capital Group
Florida
$364K +$52.2K +985 +17%
SS
724
Sunbelt Securities
Texas
$363K +$1.8K +34 +0.5%
VPI
725
Value Partners Investments
Manitoba, Canada
$362K