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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.5B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

12% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.13M

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% less capital invested

Capital invested by funds: $1.51B → $1.5B (-$13.4M)

1.26% less ownership

Funds ownership: 64.74%63.48% (-1.3%)

4% less funds holding

Funds holding: 253243 (-10)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
243
Holders Change
-10
Holders Change %
-3.95%
% of All Funds
2.99%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
16
Increased
93
Reduced
87
Closed
21
Calls
$1.26M
Puts
$1.13M
Net Calls
+$131K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
151
Investment Advisory Group
Massachusetts
$539K +$35.5K +700 +7%
CPBTD
152
Central Pacific Bank - Trust Division
Hawaii
$530K -$682K -13,452 -56%
AFP
153
Alpha Financial Partners
Kentucky
$496K -$4.11K -81 -0.8%
PWW
154
Pettyjohn Wood & White
Virginia
$444K +$15.2K +300 +4%
BCA
155
Bay Colony Advisors
Massachusetts
$442K -$9.13K -180 -2%
CIA
156
Concurrent Investment Advisors
Florida
$416K +$120K +2,359 +40%
VA
157
Valmark Advisers
Ohio
$405K +$68.9K +1,359 +20%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$393K +$62.5K +1,232 +19%
PTC
159
Private Trust Company
Ohio
$384K -$23K -454 -6%
AWM
160
Apollon Wealth Management
South Carolina
$359K -$36.2K -715 -9%
LFAS
161
Level Four Advisory Services
Texas
$352K
AF
162
Allworth Financial
California
$349K +$36.9K +727 +12%
MCM
163
MidAtlantic Capital Management
Virginia
$349K
ATPW
164
Ashton Thomas Private Wealth
Arizona
$346K +$32.7K +645 +10%
SWM
165
Spire Wealth Management
Virginia
$344K -$16.5K -325 -5%
ACM
166
Adalta Capital Management
New York
$333K -$60.8K -1,200 -15%
TIAM2
167
Tru Independence Asset Management 2
Oregon
$331K
OWA
168
One Wealth Advisors
California
$331K -$13.6K -268 -4%
HPM
169
Hoxton Planning & Management
West Virginia
$328K -$20.9K -412 -6%
DI
170
Disciplined Investments
Oklahoma
$323K -$12K -236 -4%
ASN
171
Advisory Services Network
Georgia
$312K +$25.5K +503 +9%
Truist Financial
172
Truist Financial
North Carolina
$312K +$11.3K +222 +4%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$310K -$25.8K -509 -8%
KAS
174
Kestra Advisory Services
Texas
$307K +$31.3K +617 +11%
DWA
175
Davis Wealth Advisors
New Hampshire
$305K -$3.09K -61 -1%