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iShares 1-5 Year Investment Grade Corporate Bond ETF

928 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 76 funds opening new positions, 351 increasing their positions, 349 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
12.44%
Holding in Top 10
72
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.49%
% of All Funds
0.96%
New
76
Increased
351
Reduced
349
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
76
Arkansas Financial Group
Arkansas
$34.6M -$1.35M -25,795 -4%
NC
77
NewSquare Capital
Pennsylvania
$34.2M +$347K +6,570 +1%
Osaic Holdings
78
Osaic Holdings
Arizona
$33.4M -$5.37M -103,122 -14%
GI
79
Gradient Investments
Minnesota
$33.3M +$46K +872 +0.1%
SWM
80
Stockman Wealth Management
Montana
$33M -$1.24M -23,484 -4%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$32.5M -$1.84M -34,845 -5%
TPCW
82
TD Private Client Wealth
New York
$31.9M +$3.06M +58,057 +11%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$29.7M -$8.43M -159,735 -22%
UCFA
84
United Capital Financial Advisors
Texas
$29.4M -$1.7M -32,270 -5%
PCIA
85
Prime Capital Investment Advisors
Kansas
$28.7M -$15M -284,203 -34%
NCM
86
Nelson Capital Management
California
$27.8M +$836K +15,839 +3%
DIP
87
DT Investment Partners
Pennsylvania
$27.3M -$922K -17,484 -3%
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$27.2M -$324K -6,132 -1%
MWA
89
Monograph Wealth Advisors
California
$27.2M +$2.87M +54,397 +12%
OIA
90
OneDigital Investment Advisors
Kansas
$27.1M +$1.39M +26,270 +5%
LIM
91
Leavell Investment Management
Alabama
$26.4M +$2.12M +40,145 +9%
GL
92
Graypoint LLC
New York
$25.7M +$2.59M +49,096 +11%
CPIG
93
Chicago Partners Investment Group
Illinois
$25.5M -$728K -13,830 -3%
MCAI
94
Members Capital Advisors Inc
Wisconsin
$25.3M +$25.3M +480,000 New
LFS
95
Lutz Financial Services
Nebraska
$25.2M -$299K -5,670 -1%
ACG
96
Arch Capital Group
Bermuda
$24.8M -$67.1M -1,272,380 -73%
Lazard Asset Management
97
Lazard Asset Management
New York
$24.7M -$25.4M
FG
98
Fiduciary Group
Georgia
$21.8M -$60.8K -1,152 -0.3%
RIG
99
RiverFront Investment Group
Virginia
$21.3M +$600K +11,368 +3%
CMP
100
Courage Miller Partners
Virginia
$20.7M -$441K -8,359 -2%