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iShares 0-5 Year Investment Grade Corporate Bond ETF

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, 85 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 90

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
242
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
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
SWP
83
Stratos Wealth Partners
Ohio
$2.02M
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.99M
VIM
85
Vista Investment Management
Pennsylvania
$1.9M
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$1.89M
AA
87
Argent Advisors
Louisiana
$1.78M
IAIM
88
International Assets Investment Management
Florida
$1.76M
CFG
89
Cosner Financial Group
Colorado
$1.76M
SMAM
90
Sugar Maple Asset Management
Wisconsin
$1.69M
OFP
91
OFC Financial Planning
New Jersey
$1.67M
SNWA
92
Siligmueller & Norvid Wealth Advisors
Illinois
$1.64M
CRC
93
Curi RMB Capital
Illinois
$1.63M
LPP
94
Life Planning Partners
Florida
$1.58M
AMM
95
American Money Management
California
$1.5M
BIA
96
Biondo Investment Advisors
Pennsylvania
$1.5M
JWM
97
JGP Wealth Management
Oregon
$1.49M
MF
98
Montis Financial
Massachusetts
$1.48M
NL
99
NDWM LLC
California
$1.47M
PCIG
100
Partners Capital Investment Group
Massachusetts
$1.41M