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iShares 1-5 Year Investment Grade Corporate Bond ETF

1,009 hedge funds and large institutions have $15.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 468 increasing their positions, 295 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 295

21% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 73

4% more funds holding in top 10

Funds holding in top 10: 7578 (+3)

0% less funds holding

Funds holding: 1,0131,009 (-4)

2% less capital invested

Capital invested by funds: $15.9B → $15.7B (-$252M)

2.45% less ownership

Funds ownership: 73.43%70.98% (-2.5%)

Holders
1,009
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
12.43%
Holding in Top 10
78
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4%
% of All Funds
0.96%
New
88
Increased
468
Reduced
295
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$32.6M -$440K -8,318 -1%
LIM
77
Leavell Investment Management
Alabama
$31.7M +$2.66M +50,356 +9%
AFG
78
Arkansas Financial Group
Arkansas
$31M -$562K -10,625 -2%
Kovitz Investment Group Partners
79
Kovitz Investment Group Partners
Illinois
$30.6M +$15.9M +301,365 +107%
NC
80
NewSquare Capital
Pennsylvania
$30.5M +$3.15M +59,661 +11%
CPIG
81
Chicago Partners Investment Group
Illinois
$30M +$2.7M +51,100 +10%
PCIA
82
Prime Capital Investment Advisors
Kansas
$29.9M +$769K +14,546 +3%
SI
83
Stephens Inc
Arkansas
$29.7M -$543K -10,272 -2%
Renaissance Technologies
84
Renaissance Technologies
New York
$28.6M +$24.1M +456,301 +517%
KFAA
85
Klaas Financial Asset Advisors
Illinois
$28.3M -$27.5M -519,781 -49%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$27.3M +$4.03M +76,230 +17%
UCFA
87
United Capital Financial Advisors
Texas
$27M -$2.6M -49,195 -9%
OIA
88
OneDigital Investment Advisors
Kansas
$26.8M -$992K -18,772 -4%
BPA
89
Beacon Pointe Advisors
California
$26.3M -$947K -17,913 -3%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$25.7M -$1.17M -22,191 -4%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$25.5M +$5.13M +97,058 +25%
DIP
92
DT Investment Partners
Pennsylvania
$25.1M +$126K +2,383 +0.5%
LFS
93
Lutz Financial Services
Nebraska
$25M -$612K -11,586 -2%
FG
94
Fiduciary Group
Georgia
$24.9M +$1.12M +21,165 +5%
WG
95
Wellington Group
Indiana
$24.7M +$2.08M +39,420 +9%
ACG
96
Arch Capital Group
Bermuda
$24.7M
AWM
97
AE Wealth Management
Kansas
$23.8M +$8.87M +167,860 +59%
Lazard Asset Management
98
Lazard Asset Management
New York
$23.5M +$133K +2,523 +0.6%
CMP
99
Courage Miller Partners
Virginia
$23.5M +$604K +11,432 +3%
BFC
100
Blue Fin Capital
Rhode Island
$23.1M +$1.79M +33,799 +8%