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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.39B 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, 84 increasing their positions, 90 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

7% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 90

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70K
Puts
$560K
Net Calls
Net Calls Change

Top Buyers

1 +$8.75M
2 +$7.55M
3 +$5.94M
4
AssetMark Inc
AssetMark Inc
California
+$5.72M
5
Wells Fargo
Wells Fargo
California
+$5.62M

Top Sellers

1 -$11.2M
2 -$10.1M
3 -$9.97M
4
Lido Advisors
Lido Advisors
California
-$8.86M
5
ECA
Elevation Capital Advisory
Oregon
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.95M
Financial Engines Advisors
52
Financial Engines Advisors
California
$5.8M
WA
53
Waverly Advisors
Alabama
$5.21M
PAG
54
Private Advisor Group
New Jersey
$5.17M
DF
55
DecisionPoint Financial
Arizona
$5.16M
HIIFS
56
Harel Insurance Investments & Financial Services
Israel
$5.04M
Lido Advisors
57
Lido Advisors
California
$5M
PS
58
Principal Securities
Iowa
$4.84M
MHR
59
Matthew Hamilton Rosenberg
$4.73M
WWM
60
Whalen Wealth Management
Nevada
$4.59M
COCM
61
Charter Oak Capital Management
New Hampshire
$4.17M
FCIM
62
Fairview Capital Investment Management
California
$4.06M
Jones Financial Companies
63
Jones Financial Companies
Missouri
$4.01M
AI
64
Atria Investments
North Carolina
$3.89M
BAM
65
Belpointe Asset Management
Nevada
$3.87M
TRIA
66
Trail Ridge Investment Advisors
Colorado
$3.8M
Citadel Advisors
67
Citadel Advisors
Florida
$3.62M
OO
68
Obsido Oy
$3.39M
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$3.3M
RIM
70
Rockbridge Investment Management
New York
$3.14M
Baird Financial Group
71
Baird Financial Group
Wisconsin
$3.13M
Goldman Sachs
72
Goldman Sachs
New York
$3.03M
TWC
73
TD Waterhouse Canada
Ontario, Canada
$2.61M
TPW
74
Turn8 Private Wealth
$2.51M
FWM
75
Fonville Wealth Management
Virginia
$2.47M