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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.5B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

12% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.13M

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% less capital invested

Capital invested by funds: $1.51B → $1.5B (-$13.4M)

1.26% less ownership

Funds ownership: 64.74%63.48% (-1.3%)

4% less funds holding

Funds holding: 253243 (-10)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
243
Holders Change
-10
Holders Change %
-3.95%
% of All Funds
2.99%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
16
Increased
93
Reduced
87
Closed
21
Calls
$1.26M
Puts
$1.13M
Net Calls
+$131K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
101
IPG Investment Advisors
California
$1.63M +$594K +11,712 +57%
CFG
102
Capital Financial Group
Colorado
$1.62M -$209K -4,128 -11%
OFP
103
OFC Financial Planning
New Jersey
$1.59M -$4.26K -84 -0.3%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$1.57M +$319K +6,295 +25%
SPC
105
Sigma Planning Corp
Michigan
$1.53M +$45.3K +893 +3%
EH
106
Equitable Holdings
New York
$1.49M +$267K +5,261 +22%
SWP
107
Stratos Wealth Partners
Ohio
$1.47M -$115K -2,275 -7%
LCAM
108
London & Capital Asset Management
United Kingdom
$1.36M
AMM
109
American Money Management
California
$1.33M -$304 -6 -0%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$1.31M -$75.1K -1,482 -5%
CSP
111
Cary Street Partners
Virginia
$1.3M -$53.7K -1,060 -4%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$1.26M +$1.26M +24,941 New
GSIAS
113
Garden State Investment Advisory Services
New Jersey
$1.22M -$2.89K -57 -0.2%
SC
114
Savant Capital
Illinois
$1.21M -$96.1K -1,895 -7%
IAIM
115
International Assets Investment Management
Florida
$1.18M -$15.4K -303 -1%
IWC
116
Integrated Wealth Concepts
Massachusetts
$1.17M +$62.9K +1,241 +6%
WFAG
117
Wescott Financial Advisory Group
Pennsylvania
$1.14M +$6.69K +132 +0.6%
PWG
118
Private Wealth Group
Florida
$1.13M
AWA
119
Arkadios Wealth Advisors
Georgia
$1.12M +$186K +3,665 +20%
CA
120
Clune & Associates
Illinois
$1.07M -$167K -3,290 -13%
PWMG
121
Private Wealth Management Group
New Jersey
$1.06M +$68.8K +1,357 +7%
CCAL
122
City Center Advisors LLC
Michigan
$1.05M -$226K -4,454 -18%
MA
123
Mutual Advisors
Nebraska
$1.04M -$37.9K -747 -4%
ECA
124
Elevation Capital Advisory
Oregon
$1.02M +$1.02M +20,169 New
SL
125
Sentinus LLC
Illinois
$997K -$8.11K -160 -0.8%