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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, 92 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
92
Reduced
82
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
51
Financial Engines Advisors
California
$6.12M -$371K -7,387 -6%
NA
52
NewEdge Advisors
Louisiana
$5.53M +$829K +16,490 +18%
DF
53
DecisionPoint Financial
Arizona
$5.29M -$230K -4,576 -4%
MHR
54
Matthew Hamilton Rosenberg
$5.24M -$60.6K -1,205 -1%
WA
55
Waverly Advisors
Alabama
$5.22M +$24K +478 +0.5%
PAG
56
Private Advisor Group
New Jersey
$5.16M -$169K -3,355 -3%
WWM
57
Whalen Wealth Management
Nevada
$4.94M +$870K +17,310 +21%
Wells Fargo
58
Wells Fargo
California
$4.74M -$149K -2,971 -3%
COCM
59
Charter Oak Capital Management
New Hampshire
$4.53M -$401K -7,970 -8%
Citadel Advisors
60
Citadel Advisors
Florida
$4.39M +$4.39M +87,278 New
FCIM
61
Fairview Capital Investment Management
California
$4.04M -$93K -1,850 -2%
Jane Street
62
Jane Street
New York
$4.01M +$3.39M +67,430 +545%
PS
63
Principal Securities
Iowa
$3.97M
LSIA
64
LaSalle St. Investment Advisors
Illinois
$3.95M +$3.95M +78,548 New
AI
65
Atria Investments
North Carolina
$3.9M -$2.62M -52,207 -40%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$3.83M -$259K -5,144 -6%
TRIA
67
Trail Ridge Investment Advisors
Colorado
$3.79M -$348K -6,929 -8%
BAM
68
Belpointe Asset Management
Nevada
$3.74M +$3.74M +74,350 New
OO
69
Obsido Oy
$3.39M +$95.8K +1,906 +3%
RIM
70
Rockbridge Investment Management
New York
$3.12M -$131K -2,610 -4%
Goldman Sachs
71
Goldman Sachs
New York
$3.01M +$7.19K +143 +0.2%
FWM
72
Fonville Wealth Management
Virginia
$2.67M +$307K +6,091 +13%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$2.65M +$1.09M +21,665 +70%
SNWA
74
Siligmueller & Norvid Wealth Advisors
Illinois
$2.64M -$8.8K -176 -0.3%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$2.57M +$149K +2,956 +6%