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iShares 0-5 Year Investment Grade Corporate Bond ETF

247 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% less capital invested

Capital invested by funds: $1.49B → $1.49B (-$2.67M)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

95% less call options, than puts

Call options by funds: $63K | Put options by funds: $1.4M

Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63K
Puts
$1.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
126
Fortis Capital Management
Washington
$903K
MIA
127
MMBG Investment Advisors
Florida
$860K
SFO
128
Stokes Family Office
Louisiana
$840K
MF
129
Montis Financial
Massachusetts
$826K
GM
130
GeoWealth Management
Illinois
$819K
GWMR
131
GC Wealth Management RIA
Massachusetts
$819K
VT
132
Vise Technologies
New York
$753K
SC
133
Summa Corp
Texas
$750K
IAS
134
Insigneo Advisory Services
Florida
$730K
AssetMark Inc
135
AssetMark Inc
California
$703K
CFG
136
Citizens Financial Group
Rhode Island
$696K
4WM
137
4J Wealth Management
Virginia
$693K
CIBC World Market
138
CIBC World Market
Ontario, Canada
$676K
AA
139
Advisory Alpha
Michigan
$661K
Envestnet Portfolio Solutions
140
Envestnet Portfolio Solutions
Illinois
$655K
PA
141
Probity Advisors
Texas
$642K
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$630K
AFG
143
Atomi Financial Group
New York
$627K
KFG
144
Kelly Financial Group
Connecticut
$620K
PFS
145
Prospera Financial Services
Texas
$613K
PWA
146
Pitcairn Wealth Advisors
Pennsylvania
$592K
RWM
147
Rialto Wealth Management
New York
$586K
WFM
148
Wolff Financial Management
Michigan
$571K
ACM
149
Advisors Capital Management
New Jersey
$571K
CPCP
150
Cedar Point Capital Partners
Iowa
$548K