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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.5B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

12% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.13M

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% less capital invested

Capital invested by funds: $1.51B → $1.5B (-$13.4M)

1.26% less ownership

Funds ownership: 64.74%63.48% (-1.3%)

4% less funds holding

Funds holding: 253243 (-10)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
243
Holders Change
-10
Holders Change %
-3.95%
% of All Funds
2.99%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
16
Increased
93
Reduced
87
Closed
21
Calls
$1.26M
Puts
$1.13M
Net Calls
+$131K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
126
FC Advisory
Pennsylvania
$983K -$20.3K -401 -2%
RCAG
127
Rehmann Capital Advisory Group
Michigan
$935K -$117K -2,311 -11%
FCM
128
Fortis Capital Management
Washington
$869K -$30.1K -594 -3%
ACM
129
Advisors Capital Management
New Jersey
$859K +$292K +5,756 +51%
MIA
130
MMBG Investment Advisors
Florida
$857K
SI
131
Seeds Investor
New York
$839K +$841K +16,597 New
SFO
132
Stokes Family Office
Louisiana
$836K
GM
133
GeoWealth Management
Illinois
$813K -$2.33K -46 -0.3%
VT
134
Vise Technologies
New York
$753K
SC
135
Summa Corp
Texas
$747K
IAS
136
Insigneo Advisory Services
Florida
$727K -$101 -2 -0%
4WM
137
4J Wealth Management
Virginia
$690K
CIBC World Market
138
CIBC World Market
Ontario, Canada
$678K +$4.46K +88 +0.7%
AA
139
Advisory Alpha
Michigan
$659K
B
140
Barings
North Carolina
$657K -$267K -5,263 -29%
PA
141
Probity Advisors
Texas
$638K -$912 -18 -0.1%
AFG
142
Atomi Financial Group
New York
$624K
KFG
143
Kelly Financial Group
Connecticut
$597K -$20.6K -406 -3%
PWA
144
Pitcairn Wealth Advisors
Pennsylvania
$592K
MF
145
Montis Financial
Massachusetts
$590K -$234K -4,622 -28%
CPCP
146
Cedar Point Capital Partners
Iowa
$585K +$38.6K +762 +7%
RWM
147
Rialto Wealth Management
New York
$580K -$3.85K -76 -0.7%
PA
148
Parallel Advisors
California
$574K +$72.6K +1,432 +14%
WFM
149
Wolff Financial Management
Michigan
$561K -$7.05K -139 -1%
BCM
150
Buckhead Capital Management
Georgia
$546K +$61.7K +1,217 +13%