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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
TH
151
TCTC Holdings
Texas
$13.6M -$13.3K -252 -0.1%
FCM
152
Fortis Capital Management
Washington
$13.5M +$10.1K +191 +0.1%
ST
153
Smithfield Trust
Pennsylvania
$13.5M +$1.04M +19,618 +8%
MWM
154
MTC Wealth Management
Florida
$13.4M +$1.16M +21,976 +9%
GIM
155
Goelzer Investment Management
Indiana
$13.3M +$356K +6,735 +3%
SSWM
156
Smith Salley Wealth Management
North Carolina
$13.1M +$828K +15,663 +7%
CBU
157
CIBC Bancorp USA
Illinois
$13M +$13.1M +247,245 New
NB
158
NBT Bank
New York
$12.9M -$90.3K -1,708 -0.7%
SPC
159
Sigma Planning Corp
Michigan
$12.6M +$462K +8,736 +4%
HNB
160
Huntington National Bank
Ohio
$12.3M
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$12.2M +$4.89M +92,501 +66%
RIL
162
Rothschild Investment LLC
Illinois
$12.2M +$933K +17,659 +8%
DLCIG
163
D.L. Carlson Investment Group
New Hampshire
$12.2M +$1.83M +34,618 +17%
COCM
164
Charter Oak Capital Management
New Hampshire
$12.2M -$564K -10,674 -4%
VIS
165
Vertex Investment Solutions
$12.1M -$766K -14,500 -6%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$12M -$1.18M -22,312 -9%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$12M +$4.17M +78,830 +53%
Franklin Resources
168
Franklin Resources
California
$11.9M +$1.08M +20,366 +10%
CIM
169
Confluence Investment Management
Missouri
$11.8M +$5.36M +101,365 +82%
SC
170
Scotia Capital
Ontario, Canada
$11.7M +$3.04M +57,463 +35%
SCA
171
Sandy Cove Advisors
Massachusetts
$11.3M +$344K +6,514 +3%
GIO
172
Galilei Investment Office
United Kingdom
$11.3M
AWM
173
Avior Wealth Management
Nebraska
$11.3M +$19.1K +361 +0.2%
HCM
174
Hilton Capital Management
New York
$11.2M +$458K +8,671 +4%
RFC
175
Regions Financial Corp
Alabama
$10.9M +$1M +19,011 +10%