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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.5B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

12% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.13M

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% less capital invested

Capital invested by funds: $1.51B → $1.5B (-$13.4M)

1.26% less ownership

Funds ownership: 64.74%63.48% (-1.3%)

4% less funds holding

Funds holding: 253243 (-10)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
243
Holders Change
-10
Holders Change %
-3.95%
% of All Funds
2.99%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
16
Increased
93
Reduced
87
Closed
21
Calls
$1.26M
Puts
$1.13M
Net Calls
+$131K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Thompson Investment Management
Wisconsin
$17.9K
AAP
227
Arax Advisory Partners
Colorado
$17.6K -$26.6K -525 -60%
LWM
228
Lodestone Wealth Management
Washington
$17.4K +$101 +2 +0.6%
SIS
229
Sound Income Strategies
Florida
$14.9K
MIM
230
MTM Investment Management
South Carolina
$14.1K +$14.1K +279 New
HAP
231
Harbor Asset Planning
Massachusetts
$11.6K +$101 +2 +0.9%
LFG
232
Larson Financial Group
Missouri
$9.69K
CIAS
233
Capital Investment Advisory Services
North Carolina
$8.84K -$10.1K -200 -53%
SPIA
234
Steward Partners Investment Advisory
New York
$8.23K
ACA
235
Aptus Capital Advisors
Alabama
$5.15K
GWM
236
Geneos Wealth Management
Colorado
$5.05K
IRC
237
Investors Research Corp
Georgia
$4.64K
BNP Paribas Financial Markets
238
BNP Paribas Financial Markets
France
$4.04K +$3.55K +70 +700%
CSC
239
Caldwell Sutter Capital
California
$3.79K
SFCL
240
Strengthening Families & Communities LLC
Massachusetts
$3.21K +$51 +1 +2%
EWM
241
EPG Wealth Management
Georgia
$1.87K
TWIM
242
TIAA Wealth Investment Management
New York
$886 +$862 +17 New
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$606
EWA
244
EverSource Wealth Advisors
Alabama
$101
HNB
245
Huntington National Bank
Ohio
$50
FPAS
246
Focus Partners Advisor Solutions
Missouri
-$2.74M -54,006 Closed
Renaissance Technologies
247
Renaissance Technologies
New York
-$1.6M -31,582 Closed
NAMI
248
Nomura Asset Management International
Pennsylvania
-$1.55M -30,605 Closed
GWMR
249
GC Wealth Management RIA
Massachusetts
-$819K -16,156 Closed
CFG
250
Citizens Financial Group
Rhode Island
-$696K -13,722 Closed