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iShares 0-5 Year Investment Grade Corporate Bond ETF

240 hedge funds and large institutions have $1.38B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 245240 (-5)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$325K
Puts
$1.43M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$10.1K
LFG
227
Larson Financial Group
Missouri
$9.65K
Fidelity Investments
228
Fidelity Investments
Massachusetts
$8.14K
FFA
229
Farther Finance Advisors
California
$7.52K
ACA
230
Atlas Capital Advisors
Wyoming
$7.44K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$6K
NEAM
232
New England Asset Management
Connecticut
$5.03K
IRC
233
Investors Research Corp
Georgia
$4.63K
CSC
234
Caldwell Sutter Capital
California
$3.77K
CSPIA
235
Cary Street Partners Investment Advisory
Virginia
$3.52K
SFCL
236
Strengthening Families & Communities LLC
Massachusetts
$3.06K
AAP
237
Arax Advisory Partners
Colorado
$3.02K
EWM
238
EPG Wealth Management
Georgia
$1.86K
HCP
239
Hexagon Capital Partners
Arkansas
$1.16K
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$603
EWA
241
EverSource Wealth Advisors
Alabama
$101
HNB
242
Huntington National Bank
Ohio
$50
WF
243
Williams Financial
Vermont
FTUS
244
Flow Traders U.S.
New York
LCAM
245
London & Capital Asset Management
United Kingdom
OMC
246
Old Mission Capital
Illinois
BHWM
247
Beaird Harris Wealth Management
Texas
State of Wisconsin Investment Board
248
State of Wisconsin Investment Board
Wisconsin
SA
249
Strategic Advocates
Utah
Pathstone Holdings
250
Pathstone Holdings
New Jersey