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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

242 hedge funds and large institutions have $1.42B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
86
Reduced
90
Closed
13
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.4M
2
NA
NewEdge Advisors
Louisiana
$14.3M
3
Jane Street
Jane Street
New York
$11.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.13M
5
AssetMark Inc
AssetMark Inc
California
$6.34M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$14.4M
2
AWS
Atria Wealth Solutions
New York
$247K
3
PCIG
Partners Capital Investment Group
Massachusetts
$1.41M
4
Lido Advisors
Lido Advisors
California
$5M
5
ECA
Elevation Capital Advisory
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
76
Fonville Wealth Management
Virginia
$2.47M -$210K -4,158 -8%
IA
77
IFP Advisors
Florida
$2.46M +$1.56M +30,803 +173%
FPAS
78
Focus Partners Advisor Solutions
Missouri
$2.41M -$131K -2,592 -5%
PFS
79
Prospera Financial Services
Texas
$2.33M +$1.33M +26,348 +134%
AAS
80
Ameritas Advisory Services
Nebraska
$2.17M +$254K +5,027 +13%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$2.16M +$1.62M +31,999 +297%
Comerica Bank
82
Comerica Bank
Texas
$2.15M -$26.8K -529 -1%
SWP
83
Stratos Wealth Partners
Ohio
$2.02M -$120K -2,367 -6%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.99M +$637K +12,583 +47%
VIM
85
Vista Investment Management
Pennsylvania
$1.9M -$37.9K -749 -2%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$1.89M -$249K -4,914 -12%
AA
87
Argent Advisors
Louisiana
$1.78M -$185K -3,654 -9%
IAIM
88
International Assets Investment Management
Florida
$1.76M -$108K -2,138 -6%
CFG
89
Cosner Financial Group
Colorado
$1.76M – – –
SMAM
90
Sugar Maple Asset Management
Wisconsin
$1.69M +$84.1K +1,662 +5%
OFP
91
OFC Financial Planning
New Jersey
$1.67M -$58.4K -1,154 -3%
SNWA
92
Siligmueller & Norvid Wealth Advisors
Illinois
$1.64M -$1.02M -20,194 -38%
CRC
93
Curi RMB Capital
Illinois
$1.63M -$283K -5,586 -15%
LPP
94
Life Planning Partners
Florida
$1.58M +$144K +2,853 +10%
AMM
95
American Money Management
California
$1.5M -$381K -7,527 -20%
BIA
96
Biondo Investment Advisors
Pennsylvania
$1.5M +$40.2K +795 +3%
JWM
97
JGP Wealth Management
Oregon
$1.49M +$516K +10,208 +53%
MF
98
Montis Financial
Massachusetts
$1.48M -$445K -8,795 -23%
NL
99
NDWM LLC
California
$1.47M -$18.7K -369 -1%
PCIG
100
Partners Capital Investment Group
Massachusetts
$1.41M -$9.97M -197,032 -88%
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