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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
CTA
26
Colonial Trust Advisors
South Carolina
$14.8M +$339K +6,690 +2%
TIAA Trust, National Association
27
TIAA Trust, National Association
North Carolina
$14.2M -$1.98K -39 -0%
GWMIA
28
Global Wealth Management Investment Advisory
Florida
$13.1M +$1.04M +20,505 +9%
Stifel Financial
29
Stifel Financial
Missouri
$11.6M -$49.5K -975 -0.4%
Wells Fargo
30
Wells Fargo
California
$11.5M +$413K +8,143 +4%
IIA
31
Integral Investment Advisors
California
$10.7M +$524K +10,317 +5%
WC
32
Waterloo Capital
Texas
$10.5M -$731K -14,399 -7%
HighTower Advisors
33
HighTower Advisors
Illinois
$10.1M -$155K -3,046 -2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$9.6M +$484K +9,530 +5%
SC
35
Sierra Capital
Florida
$9.21M -$2.64K -52 -0%
CT
36
Colonial Trust
South Carolina
$9.09M +$212K +4,183 +2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$8.77M +$270K +5,328 +3%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$8.72M +$5.33M +105,000 +157%
IFS
39
Ifrah Financial Services
Arkansas
$8.44M +$211K +4,154 +3%
LSIA
40
LaSalle St. Investment Advisors
Illinois
$7.95M +$1.09M +21,460 +16%
SC
41
Saiph Capital
New Jersey
$7.88M +$139K +2,734 +2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$7.81M +$530K +10,439 +7%
MML Investors Services
43
MML Investors Services
Massachusetts
$7.56M +$577K +11,379 +8%
AWM
44
Alterna Wealth Management
Texas
$7.56M -$357K -7,045 -5%
JP Morgan Chase
45
JP Morgan Chase
New York
$7.05M -$307K -6,059 -4%
SF
46
Summit Financial
New Jersey
$7.02M -$113K -2,231 -2%
SC
47
Scotia Capital
Ontario, Canada
$6.9M +$128K +2,530 +2%
Financial Engines Advisors
48
Financial Engines Advisors
California
$6.86M +$721K +14,203 +12%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.58M +$220K +4,340 +3%
PAG
50
Private Advisor Group
New Jersey
$5.71M +$208K +4,099 +4%