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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.42B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 90

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70K
Puts
$560K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$114M
LPL Financial
2
LPL Financial
California
$62.1M
LWM
3
LJI Wealth Management
Indiana
$56.7M
UBS Group
4
UBS Group
Switzerland
$55.9M
Raymond James Financial
5
Raymond James Financial
Florida
$54.8M
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$51M
BI
7
Bramshill Investments
Florida
$48.3M
WIA
8
World Investment Advisors
California
$47.9M
Ameriprise
9
Ameriprise
Minnesota
$44.9M
MCM
10
MAI Capital Management
Ohio
$44.5M
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$42.3M
LWANC
12
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.4M
VAMG
13
Voisard Asset Management Group
Michigan
$37.4M
GSWM
14
Greenup Street Wealth Management
Michigan
$36.3M
Bank of America
15
Bank of America
North Carolina
$34.2M
CBT
16
Crews Bank & Trust
Florida
$32.9M
Allianz Asset Management
17
Allianz Asset Management
Germany
$31.8M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$30.5M
CFD
19
Creative Financial Designs
Indiana
$22.4M
WWM
20
Wiser Wealth Management
Georgia
$20.3M
WC
21
Waterloo Capital
Texas
$17.3M
CNB
22
Camden National Bank
Maine
$15.5M
TIAA Trust, National Association
23
TIAA Trust, National Association
North Carolina
$14.4M
NA
24
NewEdge Advisors
Louisiana
$14.3M
CTA
25
Colonial Trust Advisors
South Carolina
$13.7M