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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B 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, 84 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

8% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 91

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70K
Puts
$560K
Net Calls
Net Calls Change

Top Buyers

1 +$8.75M
2 +$7.55M
3 +$5.94M
4
AssetMark Inc
AssetMark Inc
California
+$5.72M
5
Wells Fargo
Wells Fargo
California
+$5.62M

Top Sellers

1 -$11.2M
2 -$10.1M
3 -$9.97M
4
Lido Advisors
Lido Advisors
California
-$8.86M
5
ECA
Elevation Capital Advisory
Oregon
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
76
Fonville Wealth Management
Virginia
$2.47M
IA
77
IFP Advisors
Florida
$2.46M
FPAS
78
Focus Partners Advisor Solutions
Missouri
$2.41M
PFS
79
Prospera Financial Services
Texas
$2.33M
AAS
80
Ameritas Advisory Services
Nebraska
$2.17M
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$2.16M
Comerica Bank
82
Comerica Bank
Texas
$2.15M
LWANC
83
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.05M
SWP
84
Stratos Wealth Partners
Ohio
$2.02M
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1.99M
VIM
86
Vista Investment Management
Pennsylvania
$1.9M
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$1.89M
AA
88
Argent Advisors
Louisiana
$1.78M
IAIM
89
International Assets Investment Management
Florida
$1.76M
CFG
90
Cosner Financial Group
Colorado
$1.76M
SMAM
91
Sugar Maple Asset Management
Wisconsin
$1.69M
OFP
92
OFC Financial Planning
New Jersey
$1.67M
SNWA
93
Siligmueller & Norvid Wealth Advisors
Illinois
$1.64M
CRC
94
Curi RMB Capital
Illinois
$1.63M
LPP
95
Life Planning Partners
Florida
$1.58M
AMM
96
American Money Management
California
$1.5M
BIA
97
Biondo Investment Advisors
Pennsylvania
$1.5M
JWM
98
JGP Wealth Management
Oregon
$1.49M
MF
99
Montis Financial
Massachusetts
$1.48M
NL
100
NDWM LLC
California
$1.47M