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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
SC
26
Scotia Capital
Ontario, Canada
$12.6M
Osaic Holdings
27
Osaic Holdings
Arizona
$12.5M
WC
28
Waterloo Capital
Texas
$11.9M
Stifel Financial
29
Stifel Financial
Missouri
$11.6M
GWMIA
30
Global Wealth Management Investment Advisory
Florida
$11.4M
PCIG
31
Partners Capital Investment Group
Massachusetts
$11.3M
HighTower Advisors
32
HighTower Advisors
Illinois
$11.1M
IIA
33
Integral Investment Advisors
California
$10.8M
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$10.3M
AWS
35
Atria Wealth Solutions
New York
$10.3M
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$9.48M
HIIFS
37
Harel Insurance Investments & Financial Services
Israel
$9.36M
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$8.96M
AWM
39
Alterna Wealth Management
Texas
$8.29M
CT
40
Colonial Trust
South Carolina
$8M
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$8M
IFS
42
Ifrah Financial Services
Arkansas
$7.5M
SC
43
Saiph Capital
New Jersey
$7.24M
SF
44
Summit Financial
New Jersey
$7.04M
RWA
45
River Wealth Advisors
Pennsylvania
$6.9M
SC
46
Sierra Capital
Florida
$6.71M
MML Investors Services
47
MML Investors Services
Massachusetts
$6.64M
ECA
48
Elevation Capital Advisory
Oregon
$6.45M
AAS
49
Avantax Advisory Services
Texas
$6.32M
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.23M