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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B 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, 84 increasing their positions, 91 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

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

8% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 91

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70K
Puts
$560K
Net Calls
Net Calls Change

Top Buyers

1 +$8.75M
2 +$7.55M
3 +$5.94M
4
AssetMark Inc
AssetMark Inc
California
+$5.72M
5
Wells Fargo
Wells Fargo
California
+$5.62M

Top Sellers

1 -$11.2M
2 -$10.1M
3 -$9.97M
4
Lido Advisors
Lido Advisors
California
-$8.86M
5
ECA
Elevation Capital Advisory
Oregon
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
126
MMBG Investment Advisors
Florida
$858K
PWMG
127
Private Wealth Management Group
New Jersey
$842K
AFG
128
Atomi Financial Group
New York
$833K
KFG
129
Kelly Financial Group
Connecticut
$824K
OWA
130
One Wealth Advisors
California
$807K
AWA
131
Arkadios Wealth Advisors
Georgia
$754K
IWC
132
Integrated Wealth Concepts
Massachusetts
$742K
IAS
133
Insigneo Advisory Services
Florida
$725K
4WM
134
4J Wealth Management
Virginia
$716K
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$680K
AA
136
Advisory Alpha
Michigan
$660K
CIBC World Market
137
CIBC World Market
Ontario, Canada
$648K
PA
138
Probity Advisors
Texas
$642K
VAS
139
Vestmark Advisory Solutions
Massachusetts
$615K
SWM
140
Seed Wealth Management
Illinois
$610K
FIM
141
Freedom Investment Management
Connecticut
$608K
SC
142
Summa Corp
Texas
$607K
WFM
143
Wolff Financial Management
Michigan
$598K
OC
144
Oppenheimer & Co
New York
$597K
P
145
Pitcairn
Pennsylvania
$591K
RWM
146
Rialto Wealth Management
New York
$588K
DI
147
Disciplined Investments
Oklahoma
$570K
CPCP
148
Cedar Point Capital Partners
Iowa
$550K
RA
149
RFG Advisory
Alabama
$532K
HPM
150
Hoxton Planning & Management
West Virginia
$520K