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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
PWMG
126
Private Wealth Management Group
New Jersey
$909K
FCM
127
Fortis Capital Management
Washington
$899K
GM
128
GeoWealth Management
Illinois
$878K
GWMR
129
GC Wealth Management RIA
Massachusetts
$878K
MIA
130
MMBG Investment Advisors
Florida
$862K
OWA
131
One Wealth Advisors
California
$803K
AWA
132
Arkadios Wealth Advisors
Georgia
$773K
SC
133
Summa Corp
Texas
$752K
IAS
134
Insigneo Advisory Services
Florida
$751K
4WM
135
4J Wealth Management
Virginia
$717K
KFG
136
Kelly Financial Group
Connecticut
$681K
CIBC World Market
137
CIBC World Market
Ontario, Canada
$675K
AA
138
Advisory Alpha
Michigan
$662K
Envestnet Portfolio Solutions
139
Envestnet Portfolio Solutions
Illinois
$658K
PA
140
Probity Advisors
Texas
$643K
PFS
141
Prospera Financial Services
Texas
$637K
AFG
142
Atomi Financial Group
New York
$628K
WFM
143
Wolff Financial Management
Michigan
$607K
P
144
Pitcairn
Pennsylvania
$594K
RWM
145
Rialto Wealth Management
New York
$590K
CPCP
146
Cedar Point Capital Partners
Iowa
$557K
SWM
147
Seed Wealth Management
Illinois
$513K
IAG
148
Investment Advisory Group
Massachusetts
$507K
PA
149
Parallel Advisors
California
$506K
BCM
150
Buckhead Capital Management
Georgia
$472K