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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, 92 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
92
Reduced
82
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Shares
Change %
FPAS
76
Focus Partners Advisor Solutions
Missouri
$2.52M +$792K +15,759 +46%
TPW
77
Turn8 Private Wealth
$2.31M +$54.9K +1,092 +2%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$199K +3,950 +10%
Comerica Bank
79
Comerica Bank
Texas
$2.16M -$6.69K -133 -0.3%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$2.13M +$592K +11,781 +39%
SWP
81
Stratos Wealth Partners
Ohio
$2.13M -$532K -10,577 -20%
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.06M -$109K -2,177 -5%
Mariner
83
Mariner
Kansas
$1.99M +$346K +6,876 +21%
TWC
84
TD Waterhouse Canada
Ontario, Canada
$1.98M +$216K +4,299 +12%
AA
85
Argent Advisors
Louisiana
$1.96M +$335K +6,671 +21%
VIM
86
Vista Investment Management
Pennsylvania
$1.92M -$22.6K -450 -1%
MF
87
Montis Financial
Massachusetts
$1.91M -$428K -8,521 -18%
AAS
88
Ameritas Advisory Services
Nebraska
$1.9M -$298K -5,920 -14%
CRC
89
Curi RMB Capital
Illinois
$1.9M -$6.64K -132 -0.3%
AMM
90
American Money Management
California
$1.87M -$31.1K -619 -2%
IAIM
91
International Assets Investment Management
Florida
$1.86M -$294K -5,852 -14%
CFG
92
Cosner Financial Group
Colorado
$1.75M +$3.92K +78 +0.2%
OFP
93
OFC Financial Planning
New Jersey
$1.72M -$974K -19,364 -36%
SMAM
94
Sugar Maple Asset Management
Wisconsin
$1.59M +$25.4K +505 +2%
NL
95
NDWM LLC
California
$1.48M +$539K +10,722 +57%
PWG
96
Private Wealth Group
Florida
$1.48M
BIA
97
Biondo Investment Advisors
Pennsylvania
$1.45M +$161K +3,200 +12%
LPP
98
Life Planning Partners
Florida
$1.43M -$38.1K -758 -3%
Truist Financial
99
Truist Financial
North Carolina
$1.41M -$51.8K -1,030 -4%
IIA
100
IPG Investment Advisors
California
$1.35M -$33K -656 -2%