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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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
243
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
SIS
226
Sound Income Strategies
Florida
$15K
ACA
227
Aptus Capital Advisors
Alabama
$13.7K
HAP
228
Harbor Asset Planning
Massachusetts
$11.2K
LFG
229
Larson Financial Group
Missouri
$9.71K
ACA
230
Atlas Capital Advisors
Wyoming
$7.49K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$6K
FFA
232
Farther Finance Advisors
California
$5.92K
GWM
233
Geneos Wealth Management
Colorado
$5.06K
NEAM
234
New England Asset Management
Connecticut
$5.06K
IRC
235
Investors Research Corp
Georgia
$4.65K
PCA
236
Providence Capital Advisors
North Carolina
$4.45K
CSC
237
Caldwell Sutter Capital
California
$3.79K
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$3.44K
SFCL
239
Strengthening Families & Communities LLC
Massachusetts
$3.11K
AAP
240
Arax Advisory Partners
Colorado
$3.04K
HNB
241
Huntington National Bank
Ohio
$2.18K
CFO
242
CVA Family Office
Colorado
$2.02K
EWM
243
EPG Wealth Management
Georgia
$1.87K
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$607
EWA
245
EverSource Wealth Advisors
Alabama
$101
ECA
246
Elevation Capital Advisory
Oregon
LSIA
247
LaSalle St. Investment Advisors
Illinois
Truist Financial
248
Truist Financial
North Carolina
HF
249
HRT Financial
New York
PCM
250
Prelude Capital Management
New York