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iShares 0-5 Year Investment Grade Corporate Bond ETF

240 hedge funds and large institutions have $1.38B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 245240 (-5)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$325K
Puts
$1.43M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
76
Focus Partners Advisor Solutions
Missouri
$2.52M
TPW
77
Turn8 Private Wealth
$2.31M
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$2.18M
Comerica Bank
79
Comerica Bank
Texas
$2.16M
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$2.13M
SWP
81
Stratos Wealth Partners
Ohio
$2.13M
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.06M
Mariner
83
Mariner
Kansas
$1.99M
TWC
84
TD Waterhouse Canada
Ontario, Canada
$1.98M
AA
85
Argent Advisors
Louisiana
$1.96M
VIM
86
Vista Investment Management
Pennsylvania
$1.92M
MF
87
Montis Financial
Massachusetts
$1.91M
AAS
88
Ameritas Advisory Services
Nebraska
$1.9M
CRC
89
Curi RMB Capital
Illinois
$1.9M
AMM
90
American Money Management
California
$1.87M
IAIM
91
International Assets Investment Management
Florida
$1.86M
CFG
92
Cosner Financial Group
Colorado
$1.75M
OFP
93
OFC Financial Planning
New Jersey
$1.72M
SMAM
94
Sugar Maple Asset Management
Wisconsin
$1.59M
NL
95
NDWM LLC
California
$1.48M
PWG
96
Private Wealth Group
Florida
$1.48M
BIA
97
Biondo Investment Advisors
Pennsylvania
$1.45M
LPP
98
Life Planning Partners
Florida
$1.43M
Truist Financial
99
Truist Financial
North Carolina
$1.41M
IIA
100
IPG Investment Advisors
California
$1.35M