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iShares 0-5 Year Investment Grade Corporate Bond ETF

247 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 90 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% less capital invested

Capital invested by funds: $1.49B → $1.49B (-$2.67M)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

95% less call options, than puts

Call options by funds: $63K | Put options by funds: $1.4M

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63K
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$2.79M
TWC
77
TD Waterhouse Canada
Ontario, Canada
$2.76M
FPAS
78
Focus Partners Advisor Solutions
Missouri
$2.74M
Mariner
79
Mariner
Kansas
$2.49M
LPP
80
Life Planning Partners
Florida
$2.4M
TPW
81
Turn8 Private Wealth
$2.38M
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$2.38M
PWA
83
Portus Wealth Advisors
North Carolina
$2.29M
VIM
84
Vista Investment Management
Pennsylvania
$2.18M
AWA
85
American Wealth Advisors
Georgia
$2.14M
TCK
86
Topor & Co. Korea
$2.14M
AA
87
Argent Advisors
Louisiana
$2.13M
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$2.05M
LWANC
89
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.04M
CFG
90
Capital Financial Group
Colorado
$1.83M
NL
91
NDWM LLC
California
$1.82M
CRC
92
Curi RMB Capital
Illinois
$1.65M
CFG
93
Cosner Financial Group
Colorado
$1.65M
BIA
94
Biondo Investment Advisors
Pennsylvania
$1.65M
AI
95
Atria Investments
North Carolina
$1.64M
Bank Julius Baer & Co
96
Bank Julius Baer & Co
Switzerland
$1.63M
OFP
97
OFC Financial Planning
New Jersey
$1.61M
Renaissance Technologies
98
Renaissance Technologies
New York
$1.6M
SWP
99
Stratos Wealth Partners
Ohio
$1.6M
NAMI
100
Nomura Asset Management International
Pennsylvania
$1.55M