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iShares 0-5 Year Investment Grade Corporate Bond ETF

247 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% less capital invested

Capital invested by funds: $1.49B → $1.49B (-$2.67M)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

95% less call options, than puts

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

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63K
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
51
River Wealth Advisors
Pennsylvania
$5.48M
PS
52
Principal Securities
Iowa
$5.38M
Lido Advisors
53
Lido Advisors
California
$5.24M
WA
54
Waverly Advisors
Alabama
$5.24M
JSL
55
JT Stratford LLC
Georgia
$5.09M
HIIFS
56
Harel Insurance Investments & Financial Services
Israel
$5.06M
QCM
57
Quantinno Capital Management
New York
$4.79M
KCM
58
Kathmere Capital Management
Pennsylvania
$4.76M
DF
59
DecisionPoint Financial
Arizona
$4.74M
MHR
60
Matthew Hamilton Rosenberg
$4.56M
SA
61
Sanctuary Advisors
Indiana
$4.43M
Osaic Holdings
62
Osaic Holdings
Arizona
$4.41M
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$4.39M
FCIM
64
Fairview Capital Investment Management
California
$4.11M
TRIA
65
Trail Ridge Investment Advisors
Colorado
$4.08M
SMAM
66
Sugar Maple Asset Management
Wisconsin
$3.48M
TFP
67
Townsend Financial Planning
Kentucky
$3.43M
BAM
68
Belpointe Asset Management
Nevada
$3.26M
Goldman Sachs
69
Goldman Sachs
New York
$3.13M
RIM
70
Rockbridge Investment Management
New York
$3.09M
Jones Financial Companies
71
Jones Financial Companies
Missouri
$3.02M
FWM
72
Fonville Wealth Management
Virginia
$2.96M
COCM
73
Charter Oak Capital Management
New Hampshire
$2.93M
JWM
74
JGP Wealth Management
Oregon
$2.84M
OO
75
Obsido Oy
$2.82M