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iShares 0-5 Year Investment Grade Corporate Bond ETF

239 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less funds holding

Funds holding: 243239 (-4)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73K
Puts
$980K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
101
Biondo Investment Advisors
Pennsylvania
$1.59M
NL
102
NDWM LLC
California
$1.56M
SMAM
103
Sugar Maple Asset Management
Wisconsin
$1.52M
AMM
104
American Money Management
California
$1.45M
AFP
105
Alpha Financial Partners
Kentucky
$1.45M
AI
106
Atria Investments
North Carolina
$1.44M
CSP
107
Cary Street Partners
Virginia
$1.35M
SPC
108
Sigma Planning Corp
Michigan
$1.33M
SC
109
Savant Capital
Illinois
$1.31M
EH
110
Equitable Holdings
New York
$1.29M
GSIAS
111
Garden State Investment Advisory Services
New Jersey
$1.28M
CCAL
112
City Center Advisors LLC
Michigan
$1.27M
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$1.19M
WFAG
114
Wescott Financial Advisory Group
Pennsylvania
$1.14M
PWG
115
Private Wealth Group
Florida
$1.14M
MF
116
Montis Financial
Massachusetts
$1.14M
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$1.14M
B
118
Barings
North Carolina
$1.11M
CA
119
Clune & Associates
Illinois
$1.11M
MA
120
Mutual Advisors
Nebraska
$1.08M
BAM
121
Berkshire Asset Management
Pennsylvania
$1.07M
IWC
122
Integrated Wealth Concepts
Massachusetts
$1.01M
RCAG
123
Rehmann Capital Advisory Group
Michigan
$1.01M
IIA
124
IPG Investment Advisors
California
$1.01M
FA
125
FC Advisory
Pennsylvania
$1M