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iShares 0-5 Year Investment Grade Corporate Bond ETF

239 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less funds holding

Funds holding: 243239 (-4)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73K
Puts
$980K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAP
226
Harbor Asset Planning
Massachusetts
$11.4K
LFG
227
Larson Financial Group
Missouri
$9.76K
NEAM
228
New England Asset Management
Connecticut
$5.08K
GWM
229
Geneos Wealth Management
Colorado
$5.08K
IRC
230
Investors Research Corp
Georgia
$4.68K
PCA
231
Providence Capital Advisors
North Carolina
$4.47K
FFA
232
Farther Finance Advisors
California
$4.32K
CSC
233
Caldwell Sutter Capital
California
$3.81K
SFCL
234
Strengthening Families & Communities LLC
Massachusetts
$3.16K
CFO
235
CVA Family Office
Colorado
$2.03K
EWM
236
EPG Wealth Management
Georgia
$1.88K
KWM
237
Kiker Wealth Management
Georgia
$1.37K
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$610
SA
239
Strategic Advocates
Utah
$457
EWA
240
EverSource Wealth Advisors
Alabama
$102
HNB
241
Huntington National Bank
Ohio
$51
JWA
242
JFS Wealth Advisors
Pennsylvania
$21
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
SNWA
244
Siligmueller & Norvid Wealth Advisors
Illinois
PCIG
245
Partners Capital Investment Group
Massachusetts
FIM
246
Freedom Investment Management
Connecticut
RA
247
RFG Advisory
Alabama
TSS
248
Two Sigma Securities
New York
SIM
249
Stratos Investment Management
Ohio
BRWA
250
B. Riley Wealth Advisors
Florida