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iShares 0-5 Year Investment Grade Corporate Bond ETF

239 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less funds holding

Funds holding: 243239 (-4)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73K
Puts
$980K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OO
76
Obsido Oy
$3.15M
RIM
77
Rockbridge Investment Management
New York
$3.11M
FWM
78
Fonville Wealth Management
Virginia
$2.86M
Mariner
79
Mariner
Kansas
$2.76M
IA
80
IFP Advisors
Florida
$2.75M
TWC
81
TD Waterhouse Canada
Ontario, Canada
$2.64M
Jones Financial Companies
82
Jones Financial Companies
Missouri
$2.49M
TPW
83
Turn8 Private Wealth
$2.39M
PWA
84
Portus Wealth Advisors
North Carolina
$2.3M
JWM
85
JGP Wealth Management
Oregon
$2.27M
Comerica Bank
86
Comerica Bank
Texas
$2.15M
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$2.14M
AWA
88
American Wealth Advisors
Georgia
$2.08M
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$2.07M
LWANC
90
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.06M
Baird Financial Group
91
Baird Financial Group
Wisconsin
$2M
AA
92
Argent Advisors
Louisiana
$1.94M
SWP
93
Stratos Wealth Partners
Ohio
$1.92M
VIM
94
Vista Investment Management
Pennsylvania
$1.91M
LPP
95
Life Planning Partners
Florida
$1.83M
CFG
96
Cosner Financial Group
Colorado
$1.77M
IAIM
97
International Assets Investment Management
Florida
$1.76M
OFP
98
OFC Financial Planning
New Jersey
$1.67M
CRC
99
Curi RMB Capital
Illinois
$1.65M
Bank Julius Baer & Co
100
Bank Julius Baer & Co
Switzerland
$1.63M