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iShares 0-5 Year Investment Grade Corporate Bond ETF

239 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less funds holding

Funds holding: 243239 (-4)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73K
Puts
$980K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$933K
SFO
127
Stokes Family Office
Louisiana
$911K
PWMG
128
Private Wealth Management Group
New Jersey
$909K
FCM
129
Fortis Capital Management
Washington
$899K
GM
130
GeoWealth Management
Illinois
$878K
GWMR
131
GC Wealth Management RIA
Massachusetts
$878K
MIA
132
MMBG Investment Advisors
Florida
$862K
OWA
133
One Wealth Advisors
California
$803K
AWA
134
Arkadios Wealth Advisors
Georgia
$773K
SC
135
Summa Corp
Texas
$752K
IAS
136
Insigneo Advisory Services
Florida
$751K
4WM
137
4J Wealth Management
Virginia
$717K
KFG
138
Kelly Financial Group
Connecticut
$681K
CIBC World Market
139
CIBC World Market
Ontario, Canada
$675K
AA
140
Advisory Alpha
Michigan
$662K
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$658K
PA
142
Probity Advisors
Texas
$643K
PFS
143
Prospera Financial Services
Texas
$637K
AFG
144
Atomi Financial Group
New York
$628K
WFM
145
Wolff Financial Management
Michigan
$607K
P
146
Pitcairn
Pennsylvania
$594K
RWM
147
Rialto Wealth Management
New York
$590K
CPCP
148
Cedar Point Capital Partners
Iowa
$557K
SWM
149
Seed Wealth Management
Illinois
$513K
IAG
150
Investment Advisory Group
Massachusetts
$507K