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iShares 0-5 Year Investment Grade Corporate Bond ETF

240 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 23 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:

1% less funds holding

Funds holding: 243240 (-3)

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
240
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
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$13.7K
HAP
227
Harbor Asset Planning
Massachusetts
$11.4K
LFG
228
Larson Financial Group
Missouri
$9.76K
GWM
229
Geneos Wealth Management
Colorado
$5.08K
NEAM
230
New England Asset Management
Connecticut
$5.08K
IRC
231
Investors Research Corp
Georgia
$4.68K
PCA
232
Providence Capital Advisors
North Carolina
$4.47K
FFA
233
Farther Finance Advisors
California
$4.32K
CSC
234
Caldwell Sutter Capital
California
$3.81K
SFCL
235
Strengthening Families & Communities LLC
Massachusetts
$3.16K
CFO
236
CVA Family Office
Colorado
$2.03K
EWM
237
EPG Wealth Management
Georgia
$1.88K
KWM
238
Kiker Wealth Management
Georgia
$1.37K
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$610
SA
240
Strategic Advocates
Utah
$457
EWA
241
EverSource Wealth Advisors
Alabama
$102
HNB
242
Huntington National Bank
Ohio
$51
JWA
243
JFS Wealth Advisors
Pennsylvania
$21
Susquehanna International Group
244
Susquehanna International Group
Pennsylvania
SNWA
245
Siligmueller & Norvid Wealth Advisors
Illinois
PCIG
246
Partners Capital Investment Group
Massachusetts
FIM
247
Freedom Investment Management
Connecticut
RA
248
RFG Advisory
Alabama
TSS
249
Two Sigma Securities
New York
SIM
250
Stratos Investment Management
Ohio