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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, 93 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 245240 (-5)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$325K
Puts
$1.43M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
51
Financial Engines Advisors
California
$6.12M
NA
52
NewEdge Advisors
Louisiana
$5.53M
DF
53
DecisionPoint Financial
Arizona
$5.29M
MHR
54
Matthew Hamilton Rosenberg
$5.24M
WA
55
Waverly Advisors
Alabama
$5.22M
PAG
56
Private Advisor Group
New Jersey
$5.16M
WWM
57
Whalen Wealth Management
Nevada
$4.94M
Wells Fargo
58
Wells Fargo
California
$4.74M
COCM
59
Charter Oak Capital Management
New Hampshire
$4.53M
Citadel Advisors
60
Citadel Advisors
Florida
$4.39M
FCIM
61
Fairview Capital Investment Management
California
$4.04M
Jane Street
62
Jane Street
New York
$4.01M
PS
63
Principal Securities
Iowa
$3.97M
LSIA
64
LaSalle St. Investment Advisors
Illinois
$3.95M
AI
65
Atria Investments
North Carolina
$3.9M
Baird Financial Group
66
Baird Financial Group
Wisconsin
$3.83M
TRIA
67
Trail Ridge Investment Advisors
Colorado
$3.79M
BAM
68
Belpointe Asset Management
Nevada
$3.74M
OO
69
Obsido Oy
$3.39M
RIM
70
Rockbridge Investment Management
New York
$3.12M
Goldman Sachs
71
Goldman Sachs
New York
$3.01M
FWM
72
Fonville Wealth Management
Virginia
$2.67M
Jones Financial Companies
73
Jones Financial Companies
Missouri
$2.65M
SNWA
74
Siligmueller & Norvid Wealth Advisors
Illinois
$2.64M
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$2.57M