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iShares 0-5 Year Investment Grade Corporate Bond ETF

253 hedge funds and large institutions have $1.51B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 242253 (+11)

1.06% more ownership

Funds ownership: 63.68%64.74% (+1.1%)

1% more capital invested

Capital invested by funds: $1.49B → $1.51B (+$20.2M)

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

95% less call options, than puts

Call options by funds: $63K | Put options by funds: $1.4M

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
27
Increased
91
Reduced
91
Closed
14
Calls
$63K
Puts
$1.4M
Net Calls
-$1.33M
Net Calls Change
-$426K
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
51
River Wealth Advisors
Pennsylvania
$5.48M -$391K -7,703 -7%
PS
52
Principal Securities
Iowa
$5.38M +$311K +6,138 +6%
Lido Advisors
53
Lido Advisors
California
$5.24M -$1.52K -30 -0%
WA
54
Waverly Advisors
Alabama
$5.24M +$5.94K +117 +0.1%
JSL
55
JT Stratford LLC
Georgia
$5.09M -$127K -2,504 -2%
HIIFS
56
Harel Insurance Investments & Financial Services
Israel
$5.06M +$30.8K +606 +0.6%
QCM
57
Quantinno Capital Management
New York
$4.79M -$206K -4,068 -4%
KCM
58
Kathmere Capital Management
Pennsylvania
$4.76M -$200K -3,949 -4%
DF
59
DecisionPoint Financial
Arizona
$4.74M -$178K -3,504 -4%
MHR
60
Matthew Hamilton Rosenberg
$4.56M -$179K -3,536 -4%
SA
61
Sanctuary Advisors
Indiana
$4.43M +$163K +3,218 +4%
Osaic Holdings
62
Osaic Holdings
Arizona
$4.41M -$1.08M -21,209 -20%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$4.39M -$163K -3,212 -4%
FCIM
64
Fairview Capital Investment Management
California
$4.11M -$5.07K -100 -0.1%
TRIA
65
Trail Ridge Investment Advisors
Colorado
$4.08M +$223K +4,387 +6%
SMAM
66
Sugar Maple Asset Management
Wisconsin
$3.48M +$1.96M +38,692 +129%
TFP
67
Townsend Financial Planning
Kentucky
$3.43M +$3.44M +67,715 New
BAM
68
Belpointe Asset Management
Nevada
$3.26M -$744K -14,654 -19%
Goldman Sachs
69
Goldman Sachs
New York
$3.13M -$260K -5,133 -8%
RIM
70
Rockbridge Investment Management
New York
$3.09M -$12.3K -242 -0.4%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$3.02M +$532K +10,485 +21%
FWM
72
Fonville Wealth Management
Virginia
$2.96M +$103K +2,020 +4%
COCM
73
Charter Oak Capital Management
New Hampshire
$2.93M -$1.24M -24,387 -30%
JWM
74
JGP Wealth Management
Oregon
$2.84M +$580K +11,423 +26%
OO
75
Obsido Oy
$2.82M -$325K -6,414 -10%