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iShares 0-5 Year Investment Grade Corporate Bond ETF

241 hedge funds and large institutions have $1.42B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 90 reducing their positions, and 13 closing their positions.

Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.23%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
85
Reduced
90
Closed
13
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K
Name Market Value Shares Shares
Change
Shares
Change %
AWM
51
Alterna Wealth Management
Texas
$6.02M 119,006 -45,887 -28%
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.95M 117,666 -6,185 -5%
Financial Engines Advisors
53
Financial Engines Advisors
California
$5.8M 114,701 -7,073 -6%
WA
54
Waverly Advisors
Alabama
$5.21M 103,043 -725 -0.7%
PAG
55
Private Advisor Group
New Jersey
$5.17M 102,258 -292 -0.3%
DF
56
DecisionPoint Financial
Arizona
$5.16M 102,445 -2,719 -3%
HIIFS
57
Harel Insurance Investments & Financial Services
Israel
$5.04M 99,623 -86,548 -46%
Lido Advisors
58
Lido Advisors
California
$5M 98,763 -175,165 -64%
PS
59
Principal Securities
Iowa
$4.84M 95,618 +15,808 +20%
MHR
60
Matthew Hamilton Rosenberg
$4.73M 93,515 -10,695 -10%
WWM
61
Whalen Wealth Management
Nevada
$4.59M 90,771 -7,574 -8%
COCM
62
Charter Oak Capital Management
New Hampshire
$4.17M 82,446 -7,615 -8%
FCIM
63
Fairview Capital Investment Management
California
$4.06M 80,276
Jones Financial Companies
64
Jones Financial Companies
Missouri
$4.01M 79,283 +26,581 +50%
AI
65
Atria Investments
North Carolina
$3.89M 76,940 -602 -0.8%
BAM
66
Belpointe Asset Management
Nevada
$3.87M 76,519 +2,169 +3%
TRIA
67
Trail Ridge Investment Advisors
Colorado
$3.8M 75,207 -167 -0.2%
Citadel Advisors
68
Citadel Advisors
Florida
$3.62M 71,616 -15,662 -18%
OO
69
Obsido Oy
$3.39M 66,942 -469 -0.7%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$3.3M 65,546 +14,352 +28%
RIM
71
Rockbridge Investment Management
New York
$3.14M 61,988 +17 +0%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$3.13M 61,815 -14,323 -19%
Goldman Sachs
73
Goldman Sachs
New York
$3.03M 59,795 -143 -0.2%
TWC
74
TD Waterhouse Canada
Ontario, Canada
$2.61M 51,755 +12,377 +31%
TPW
75
Turn8 Private Wealth
$2.51M 49,526 +3,550 +8%