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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, 85 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 90

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
242
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
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
126
Private Wealth Management Group
New Jersey
$842K
AFG
127
Atomi Financial Group
New York
$833K
KFG
128
Kelly Financial Group
Connecticut
$824K
OWA
129
One Wealth Advisors
California
$807K
AWA
130
Arkadios Wealth Advisors
Georgia
$754K
IWC
131
Integrated Wealth Concepts
Massachusetts
$742K
IAS
132
Insigneo Advisory Services
Florida
$725K
4WM
133
4J Wealth Management
Virginia
$716K
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$680K
AA
135
Advisory Alpha
Michigan
$660K
CIBC World Market
136
CIBC World Market
Ontario, Canada
$648K
PA
137
Probity Advisors
Texas
$642K
VAS
138
Vestmark Advisory Solutions
Massachusetts
$615K
SWM
139
Seed Wealth Management
Illinois
$610K
FIM
140
Freedom Investment Management
Connecticut
$608K
SC
141
Summa Corp
Texas
$607K
WFM
142
Wolff Financial Management
Michigan
$598K
OC
143
Oppenheimer & Co
New York
$597K
P
144
Pitcairn
Pennsylvania
$591K
RWM
145
Rialto Wealth Management
New York
$588K
DI
146
Disciplined Investments
Oklahoma
$570K
CPCP
147
Cedar Point Capital Partners
Iowa
$550K
RA
148
RFG Advisory
Alabama
$532K
HPM
149
Hoxton Planning & Management
West Virginia
$520K
IAG
150
Investment Advisory Group
Massachusetts
$500K