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iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.48B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less funds holding

Funds holding: 242237 (-5)

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
237
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
RIM
76
Rockbridge Investment Management
New York
$3.11M
FWM
77
Fonville Wealth Management
Virginia
$2.86M
Mariner
78
Mariner
Kansas
$2.76M
TWC
79
TD Waterhouse Canada
Ontario, Canada
$2.64M
Jones Financial Companies
80
Jones Financial Companies
Missouri
$2.49M
TPW
81
Turn8 Private Wealth
$2.39M
PWA
82
Portus Wealth Advisors
North Carolina
$2.3M
JWM
83
JGP Wealth Management
Oregon
$2.27M
Comerica Bank
84
Comerica Bank
Texas
$2.15M
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$2.14M
AWA
86
American Wealth Advisors
Georgia
$2.08M
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$2.07M
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.06M
Baird Financial Group
89
Baird Financial Group
Wisconsin
$2M
AA
90
Argent Advisors
Louisiana
$1.94M
SWP
91
Stratos Wealth Partners
Ohio
$1.92M
VIM
92
Vista Investment Management
Pennsylvania
$1.91M
LPP
93
Life Planning Partners
Florida
$1.83M
CFG
94
Cosner Financial Group
Colorado
$1.77M
IAIM
95
International Assets Investment Management
Florida
$1.76M
OFP
96
OFC Financial Planning
New Jersey
$1.67M
CRC
97
Curi RMB Capital
Illinois
$1.65M
Bank Julius Baer & Co
98
Bank Julius Baer & Co
Switzerland
$1.63M
BIA
99
Biondo Investment Advisors
Pennsylvania
$1.59M
NL
100
NDWM LLC
California
$1.56M