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iShares 0-5 Year Investment Grade Corporate Bond ETF

250 hedge funds and large institutions have $1.51B 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, 89 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $1.49B → $1.51B (+$20M)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

95% less call options, than puts

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

Holders
250
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
B
126
Barings
North Carolina
$926K
FCM
127
Fortis Capital Management
Washington
$903K
MIA
128
MMBG Investment Advisors
Florida
$860K
SFO
129
Stokes Family Office
Louisiana
$840K
MF
130
Montis Financial
Massachusetts
$826K
GM
131
GeoWealth Management
Illinois
$819K
GWMR
132
GC Wealth Management RIA
Massachusetts
$819K
VT
133
Vise Technologies
New York
$753K
SC
134
Summa Corp
Texas
$750K
IAS
135
Insigneo Advisory Services
Florida
$730K
AssetMark Inc
136
AssetMark Inc
California
$703K
CFG
137
Citizens Financial Group
Rhode Island
$696K
4WM
138
4J Wealth Management
Virginia
$693K
CIBC World Market
139
CIBC World Market
Ontario, Canada
$676K
AA
140
Advisory Alpha
Michigan
$661K
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$655K
PA
142
Probity Advisors
Texas
$642K
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$630K
AFG
144
Atomi Financial Group
New York
$627K
KFG
145
Kelly Financial Group
Connecticut
$620K
PFS
146
Prospera Financial Services
Texas
$613K
PWA
147
Pitcairn Wealth Advisors
Pennsylvania
$592K
RWM
148
Rialto Wealth Management
New York
$586K
WFM
149
Wolff Financial Management
Michigan
$571K
ACM
150
Advisors Capital Management
New Jersey
$571K