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iShares 0-5 Year Investment Grade Corporate Bond ETF

253 hedge funds and large institutions have $1.51B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 242253 (+11)

1.06% more ownership

Funds ownership: 63.68%64.74% (+1.1%)

1% more capital invested

Capital invested by funds: $1.49B → $1.51B (+$20.2M)

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

95% less call options, than puts

Call options by funds: $63K | Put options by funds: $1.4M

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
27
Increased
91
Reduced
91
Closed
14
Calls
$63K
Puts
$1.4M
Net Calls
-$1.33M
Net Calls Change
-$426K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
226
HM Payson & Co
Maine
$25.4K -$1.57K -31 -6%
HDIM
227
Hanson & Doremus Investment Management
Vermont
$21K
NS
228
NBC Securities
Alabama
$19.9K -$3.25K -64 -14%
CIAS
229
Capital Investment Advisory Services
North Carolina
$19K
TIM
230
Thompson Investment Management
Wisconsin
$17.9K
LWM
231
Lodestone Wealth Management
Washington
$17.4K +$17.4K +343 New
SIS
232
Sound Income Strategies
Florida
$15K -$112K -2,199 -88%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$13.6K
HAP
234
Harbor Asset Planning
Massachusetts
$11.5K +$152 +3 +1%
LFG
235
Larson Financial Group
Missouri
$9.73K
TRCT
236
Tower Research Capital (TRC)
New York
$8.37K -$3.42M -67,479 -100%
SPIA
237
Steward Partners Investment Advisory
New York
$8.26K -$33.2K -655 -80%
CP
238
Camelot Portfolios
Ohio
$5.48K +$5.48K +108 New
ACA
239
Aptus Capital Advisors
Alabama
$5.17K -$8.63K -170 -63%
GWM
240
Geneos Wealth Management
Colorado
$5.07K
NEAM
241
New England Asset Management
Connecticut
$5.07K
IRC
242
Investors Research Corp
Georgia
$4.66K
PCA
243
Providence Capital Advisors
North Carolina
$4.46K
FFA
244
Farther Finance Advisors
California
$4.31K
GWSG
245
GPS Wealth Strategies Group
Colorado
$4.11K -$21.3K -419 -84%
CSC
246
Caldwell Sutter Capital
California
$3.8K
SFCL
247
Strengthening Families & Communities LLC
Massachusetts
$3.2K +$51 +1 +2%
MSWM
248
Mowery & Schoenfeld Wealth Management
Illinois
$2.18K +$2.18K +43 New
CFO
249
CVA Family Office
Colorado
$2.03K
EWM
250
EPG Wealth Management
Georgia
$1.88K