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iShares 0-5 Year Investment Grade Corporate Bond ETF

239 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 22 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:

2% less funds holding

Funds holding: 243239 (-4)

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
239
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
RWA
51
River Wealth Advisors
Pennsylvania
$5.89M
AssetMark Inc
52
AssetMark Inc
California
$5.55M
PAG
53
Private Advisor Group
New Jersey
$5.52M
Osaic Holdings
54
Osaic Holdings
Arizona
$5.5M
WA
55
Waverly Advisors
Alabama
$5.25M
Lido Advisors
56
Lido Advisors
California
$5.24M
JSL
57
JT Stratford LLC
Georgia
$5.23M
PS
58
Principal Securities
Iowa
$5.08M
HIIFS
59
Harel Insurance Investments & Financial Services
Israel
$5.05M
QCM
60
Quantinno Capital Management
New York
$5.01M
KCM
61
Kathmere Capital Management
Pennsylvania
$4.97M
DF
62
DecisionPoint Financial
Arizona
$4.92M
MHR
63
Matthew Hamilton Rosenberg
$4.75M
FPAS
64
Focus Partners Advisor Solutions
Missouri
$4.64M
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$4.55M
Invesco
66
Invesco
Georgia
$4.36M
SA
67
Sanctuary Advisors
Indiana
$4.27M
COCM
68
Charter Oak Capital Management
New Hampshire
$4.18M
Citadel Advisors
69
Citadel Advisors
Florida
$4.14M
FCIM
70
Fairview Capital Investment Management
California
$4.12M
BAM
71
Belpointe Asset Management
Nevada
$4.02M
TRIA
72
Trail Ridge Investment Advisors
Colorado
$3.86M
TRCT
73
Tower Research Capital (TRC)
New York
$3.44M
Loomis, Sayles & Company
74
Loomis, Sayles & Company
Massachusetts
$3.41M
Goldman Sachs
75
Goldman Sachs
New York
$3.4M