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iShares 0-5 Year Investment Grade Corporate Bond ETF

253 hedge funds and large institutions have $1.51B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 242253 (+11)

1.06% more ownership

Funds ownership: 63.68%64.74% (+1.1%)

1% more capital invested

Capital invested by funds: $1.49B → $1.51B (+$20.2M)

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

95% less call options, than puts

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

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
27
Increased
91
Reduced
91
Closed
14
Calls
$63K
Puts
$1.4M
Net Calls
-$1.33M
Net Calls Change
-$426K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$2.79M +$47.3K +933 +2%
TWC
77
TD Waterhouse Canada
Ontario, Canada
$2.76M +$121K +2,379 +5%
FPAS
78
Focus Partners Advisor Solutions
Missouri
$2.74M -$1.91M -37,565 -41%
Mariner
79
Mariner
Kansas
$2.49M -$262K -5,161 -10%
LPP
80
Life Planning Partners
Florida
$2.4M +$574K +11,310 +31%
TPW
81
Turn8 Private Wealth
$2.38M -$5.23K -103 -0.2%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$2.38M +$241K +4,751 +11%
PWA
83
Portus Wealth Advisors
North Carolina
$2.29M -$5.94K -117 -0.3%
VIM
84
Vista Investment Management
Pennsylvania
$2.18M +$274K +5,395 +14%
AWA
85
American Wealth Advisors
Georgia
$2.14M +$69.1K +1,361 +3%
TCK
86
Topor & Co Korea
$2.14M +$2.14M +42,131 New
AA
87
Argent Advisors
Louisiana
$2.13M +$190K +3,741 +10%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$2.05M -$16.4K -323 -0.8%
LWANC
89
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.04M -$14K -275 -0.7%
CFG
90
Capital Financial Group
Colorado
$1.83M +$1.84M +36,183 New
NL
91
NDWM LLC
California
$1.82M +$261K +5,140 +17%
CRC
92
Curi RMB Capital
Illinois
$1.65M +$5.38K +106 +0.3%
CFG
93
Cosner Financial Group
Colorado
$1.65M -$111K -2,179 -6%
BIA
94
Biondo Investment Advisors
Pennsylvania
$1.65M +$60.4K +1,190 +4%
AI
95
Atria Investments
North Carolina
$1.64M +$202K +3,987 +14%
Bank Julius Baer & Co
96
Bank Julius Baer & Co
Switzerland
$1.63M +$710 +14 +0%
OFP
97
OFC Financial Planning
New Jersey
$1.61M -$57.1K -1,126 -3%
Renaissance Technologies
98
Renaissance Technologies
New York
$1.6M -$9.12M -179,718 -85%
SWP
99
Stratos Wealth Partners
Ohio
$1.6M -$319K -6,292 -17%
NAMI
100
Nomura Asset Management International
Pennsylvania
$1.55M +$1.55M +30,605 New