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iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.48B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less funds holding

Funds holding: 242237 (-5)

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
237
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
SMAM
101
Sugar Maple Asset Management
Wisconsin
$1.52M
AMM
102
American Money Management
California
$1.45M
AFP
103
Alpha Financial Partners
Kentucky
$1.45M
AI
104
Atria Investments
North Carolina
$1.44M
CSP
105
Cary Street Partners
Virginia
$1.35M
SPC
106
Sigma Planning Corp
Michigan
$1.33M
SC
107
Savant Capital
Illinois
$1.31M
EH
108
Equitable Holdings
New York
$1.29M
GSIAS
109
Garden State Investment Advisory Services
New Jersey
$1.28M
CCAL
110
City Center Advisors LLC
Michigan
$1.27M
CPBTD
111
Central Pacific Bank - Trust Division
Hawaii
$1.19M
WFAG
112
Wescott Financial Advisory Group
Pennsylvania
$1.14M
PWG
113
Private Wealth Group
Florida
$1.14M
MF
114
Montis Financial
Massachusetts
$1.14M
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$1.14M
B
116
Barings
North Carolina
$1.11M
CA
117
Clune & Associates
Illinois
$1.11M
MA
118
Mutual Advisors
Nebraska
$1.08M
BAM
119
Berkshire Asset Management
Pennsylvania
$1.07M
IWC
120
Integrated Wealth Concepts
Massachusetts
$1.01M
RCAG
121
Rehmann Capital Advisory Group
Michigan
$1.01M
IIA
122
IPG Investment Advisors
California
$1.01M
FA
123
FC Advisory
Pennsylvania
$1M
Corient Private Wealth
124
Corient Private Wealth
Florida
$933K
SFO
125
Stokes Family Office
Louisiana
$911K