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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.42B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
86
Reduced
90
Closed
13
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Shares
Change %
B
101
Barings
North Carolina
$1.39M +$991K +19,592 +249%
SPC
102
Sigma Planning Corp
Michigan
$1.32M +$137K +2,713 +12%
EH
103
Equitable Holdings
New York
$1.29M +$574K +11,344 +80%
BAM
104
Berkshire Asset Management
Pennsylvania
$1.26M -$50.3K -995 -4%
CSP
105
Cary Street Partners
Virginia
$1.23M -$5.16K -102 -0.4%
GSIAS
106
Garden State Investment Advisory Services
New Jersey
$1.22M -$8.31K -164 -0.7%
CCAL
107
City Center Advisors LLC
Michigan
$1.21M -$87.2K -1,723 -7%
CPBTD
108
Central Pacific Bank - Trust Division
Hawaii
$1.19M
AFP
109
Alpha Financial Partners
Kentucky
$1.15M +$1.15M +22,694 New
WFAG
110
Wescott Financial Advisory Group
Pennsylvania
$1.14M -$37.4K -739 -3%
PWG
111
Private Wealth Group
Florida
$1.13M -$352K -6,952 -24%
Corient Private Wealth
112
Corient Private Wealth
Florida
$1.12M +$283K +5,587 +34%
CA
113
Clune & Associates
Illinois
$1.1M -$14.2K -281 -1%
Bank Julius Baer & Co
114
Bank Julius Baer & Co
Switzerland
$1.09M +$126K +2,482 +13%
PP
115
PrairieView Partners
Minnesota
$1.06M -$67.2K -1,328 -6%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$1.01M -$46.5K -919 -4%
IIA
117
IPG Investment Advisors
California
$1.01M -$350K -6,912 -26%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$1.01M -$37.1K -734 -4%
MA
119
Mutual Advisors
Nebraska
$1,000K +$169K +3,352 +20%
FA
120
FC Advisory
Pennsylvania
$992K +$5.46K +108 +0.6%
SFO
121
Stokes Family Office
Louisiana
$906K
GWMR
122
GC Wealth Management RIA
Massachusetts
$890K +$84.4K +1,669 +10%
GM
123
GeoWealth Management
Illinois
$890K +$84.4K +1,669 +10%
FCM
124
Fortis Capital Management
Washington
$882K +$5.06K +100 +0.6%
MIA
125
MMBG Investment Advisors
Florida
$858K