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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.

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 %
PWMG
126
Private Wealth Management Group
New Jersey
$842K +$33.1K +655 +4%
AFG
127
Atomi Financial Group
New York
$833K -$12.1K -239 -1%
KFG
128
Kelly Financial Group
Connecticut
$824K -$398K -7,873 -33%
OWA
129
One Wealth Advisors
California
$807K -$49.6K -980 -6%
AWA
130
Arkadios Wealth Advisors
Georgia
$754K +$144K +2,840 +24%
IWC
131
Integrated Wealth Concepts
Massachusetts
$742K +$69.9K +1,381 +10%
IAS
132
Insigneo Advisory Services
Florida
$725K +$18.2K +359 +3%
4WM
133
4J Wealth Management
Virginia
$716K -$13K -257 -2%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$680K -$377K -7,456 -36%
AA
135
Advisory Alpha
Michigan
$660K
CIBC World Market
136
CIBC World Market
Ontario, Canada
$648K +$33.9K +671 +6%
PA
137
Probity Advisors
Texas
$642K -$53.4K -1,055 -8%
VAS
138
Vestmark Advisory Solutions
Massachusetts
$615K +$615K +12,153 New
SWM
139
Seed Wealth Management
Illinois
$610K
FIM
140
Freedom Investment Management
Connecticut
$608K -$181K -3,582 -23%
SC
141
Summa Corp
Texas
$607K
WFM
142
Wolff Financial Management
Michigan
$598K +$5.31K +105 +0.9%
OC
143
Oppenheimer & Co
New York
$597K -$8.6K -170 -1%
P
144
Pitcairn
Pennsylvania
$591K
RWM
145
Rialto Wealth Management
New York
$588K
DI
146
Disciplined Investments
Oklahoma
$570K +$1.01K +20 +0.2%
CPCP
147
Cedar Point Capital Partners
Iowa
$550K -$603K -11,911 -52%
RA
148
RFG Advisory
Alabama
$532K +$532K +10,507 New
HPM
149
Hoxton Planning & Management
West Virginia
$520K -$22.1K -436 -4%
IAG
150
Investment Advisory Group
Massachusetts
$500K