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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, 85 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 90

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70K
Puts
$560K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
101
Barings
North Carolina
$1.39M
SPC
102
Sigma Planning Corp
Michigan
$1.32M
EH
103
Equitable Holdings
New York
$1.29M
BAM
104
Berkshire Asset Management
Pennsylvania
$1.26M
CSP
105
Cary Street Partners
Virginia
$1.23M
GSIAS
106
Garden State Investment Advisory Services
New Jersey
$1.22M
CCAL
107
City Center Advisors LLC
Michigan
$1.21M
CPBTD
108
Central Pacific Bank - Trust Division
Hawaii
$1.19M
AFP
109
Alpha Financial Partners
Kentucky
$1.15M
WFAG
110
Wescott Financial Advisory Group
Pennsylvania
$1.14M
PWG
111
Private Wealth Group
Florida
$1.13M
Corient Private Wealth
112
Corient Private Wealth
Florida
$1.12M
CA
113
Clune & Associates
Illinois
$1.1M
Bank Julius Baer & Co
114
Bank Julius Baer & Co
Switzerland
$1.09M
PP
115
PrairieView Partners
Minnesota
$1.06M
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$1.01M
IIA
117
IPG Investment Advisors
California
$1.01M
RCAG
118
Rehmann Capital Advisory Group
Michigan
$1.01M
MA
119
Mutual Advisors
Nebraska
$1,000K
FA
120
FC Advisory
Pennsylvania
$992K
SFO
121
Stokes Family Office
Louisiana
$906K
GWMR
122
GC Wealth Management RIA
Massachusetts
$890K
GM
123
GeoWealth Management
Illinois
$890K
FCM
124
Fortis Capital Management
Washington
$882K
MIA
125
MMBG Investment Advisors
Florida
$858K