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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

242 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, 86 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.25%
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
86
Reduced
90
Closed
13
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.4M
2
NA
NewEdge Advisors
Louisiana
$14.3M
3
Jane Street
Jane Street
New York
$11.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.13M
5
AssetMark Inc
AssetMark Inc
California
$6.34M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$14.4M
2
AWS
Atria Wealth Solutions
New York
$247K
3
PCIG
Partners Capital Investment Group
Massachusetts
$1.41M
4
Lido Advisors
Lido Advisors
California
$5M
5
ECA
Elevation Capital Advisory
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Alterna Wealth Management
Texas
$6.02M -$2.32M -45,887 -28%
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.95M -$313K -6,185 -5%
Financial Engines Advisors
53
Financial Engines Advisors
California
$5.8M -$358K -7,073 -6%
WA
54
Waverly Advisors
Alabama
$5.21M -$36.7K -725 -0.7%
PAG
55
Private Advisor Group
New Jersey
$5.17M -$14.8K -292 -0.3%
DF
56
DecisionPoint Financial
Arizona
$5.16M -$137K -2,719 -3%
HIIFS
57
Harel Insurance Investments & Financial Services
Israel
$5.04M -$4.38M -86,548 -46%
Lido Advisors
58
Lido Advisors
California
$5M -$8.86M -175,165 -64%
PS
59
Principal Securities
Iowa
$4.84M +$800K +15,808 +20%
MHR
60
Matthew Hamilton Rosenberg
$4.73M -$541K -10,695 -10%
WWM
61
Whalen Wealth Management
Nevada
$4.59M -$383K -7,574 -8%
COCM
62
Charter Oak Capital Management
New Hampshire
$4.17M -$385K -7,615 -8%
FCIM
63
Fairview Capital Investment Management
California
$4.06M – – –
Jones Financial Companies
64
Jones Financial Companies
Missouri
$4.01M +$1.34M +26,581 +50%
AI
65
Atria Investments
North Carolina
$3.89M -$30.5K -602 -0.8%
BAM
66
Belpointe Asset Management
Nevada
$3.87M +$110K +2,169 +3%
TRIA
67
Trail Ridge Investment Advisors
Colorado
$3.8M -$8.43K -167 -0.2%
Citadel Advisors
68
Citadel Advisors
Florida
$3.62M -$792K -15,662 -18%
OO
69
Obsido Oy
$3.39M -$23.7K -469 -0.7%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$3.3M +$723K +14,352 +28%
RIM
71
Rockbridge Investment Management
New York
$3.14M +$860 +17 +0%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$3.13M -$725K -14,323 -19%
Goldman Sachs
73
Goldman Sachs
New York
$3.03M -$7.23K -143 -0.2%
TWC
74
TD Waterhouse Canada
Ontario, Canada
$2.61M +$623K +12,377 +31%
TPW
75
Turn8 Private Wealth
$2.51M +$180K +3,550 +8%
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3
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