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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

240 hedge funds and large institutions have $1.38B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 92 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
22
Increased
92
Reduced
82
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K

Top Buyers

1
BI
Bramshill Investments
Florida
+$28.5M
2
VAMG
Voisard Asset Management Group
Michigan
+$10.8M
3
AWS
Atria Wealth Solutions
New York
+$9.69M
4
Renaissance Technologies
Renaissance Technologies
New York
+$7.32M
5
ECA
Elevation Capital Advisory
Oregon
+$6.45M

Top Sellers

1
WF
Williams Financial
Vermont
-$19.7M
2
Macquarie Group
Macquarie Group
Australia
-$8.44M
3
FTUS
Flow Traders U.S.
New York
-$5.79M
4
AI
Atria Investments
North Carolina
-$2.62M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
126
Atomi Financial Group
New York
$839K +$204K +4,065 +32%
Corient Private Wealth
127
Corient Private Wealth
Florida
$835K -$807K -16,060 -49%
MA
128
Mutual Advisors
Nebraska
$828K -$63.5K -1,263 -7%
PWMG
129
Private Wealth Management Group
New Jersey
$804K +$94.4K +1,877 +13%
GM
130
GeoWealth Management
Illinois
$801K +$397K +7,888 +98%
GWMR
131
GC Wealth Management RIA
Massachusetts
$801K +$397K +7,889 +98%
FIM
132
Freedom Investment Management
Connecticut
$784K -$46.7K -929 -6%
4WM
133
4J Wealth Management
Virginia
$725K -$251 -5 -0%
EH
134
Equitable Holdings
New York
$714K +$507K +10,085 +246%
IAS
135
Insigneo Advisory Services
Florida
$703K +$703K +13,978 New
PA
136
Probity Advisors
Texas
$691K -$552K -10,982 -44%
IWC
137
Integrated Wealth Concepts
Massachusetts
$668K +$128K +2,551 +24%
AA
138
Advisory Alpha
Michigan
$656K – – –
MIH
139
Meitav Investment House
Israel
$627K -$62.3K -1,243 -9%
AssetMark Inc
140
AssetMark Inc
California
$617K -$1.37M -27,164 -69%
CIBC World Market
141
CIBC World Market
Ontario, Canada
$610K +$92.4K +1,838 +18%
AWA
142
Arkadios Wealth Advisors
Georgia
$606K -$10.7K -213 -2%
SWM
143
Seed Wealth Management
Illinois
$606K -$10.6K -210 -2%
SC
144
Summa Corp
Texas
$603K – – –
OC
145
Oppenheimer & Co
New York
$602K -$116K -2,315 -16%
WFM
146
Wolff Financial Management
Michigan
$589K -$8.39K -167 -1%
P
147
Pitcairn
Pennsylvania
$587K +$587K +11,680 New
RWM
148
Rialto Wealth Management
New York
$584K -$5.48K -109 -0.9%
DI
149
Disciplined Investments
Oklahoma
$565K -$17.5K -349 -3%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$541K -$235K -4,682 -30%
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