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iShares 0-5 Year Investment Grade Corporate Bond ETF

237 hedge funds and large institutions have $1.48B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less funds holding

Funds holding: 242237 (-5)

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
237
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
AA
151
Armis Advisers
Georgia
$444K
BCA
152
Bay Colony Advisors
Massachusetts
$425K
PWW
153
Pettyjohn Wood & White
Virginia
$411K
VT
154
Vise Technologies
New York
$411K
PTC
155
Private Trust Company
Ohio
$410K
DI
156
Disciplined Investments
Oklahoma
$402K
ACM
157
Adalta Capital Management
New York
$396K
HPM
158
Hoxton Planning & Management
West Virginia
$369K
SWM
159
Spire Wealth Management
Virginia
$364K
VA
160
Valmark Advisers
Ohio
$358K
LFAS
161
Level Four Advisory Services
Texas
$355K
MCM
162
MidAtlantic Capital Management
Virginia
$351K
HSBC Holdings
163
HSBC Holdings
United Kingdom
$343K
AWM
164
Apollon Wealth Management
South Carolina
$335K
TIAM2
165
Tru Independence Asset Management 2
Oregon
$333K
EDRH
166
Edmond de Rothschild Holding
Switzerland
$318K
CIA
167
Concurrent Investment Advisors
Florida
$311K
ATPW
168
Ashton Thomas Private Wealth
Arizona
$292K
GS
169
GTS Securities
New York
$292K
CTA
170
Chesley Taft & Associates
Illinois
$290K
ASN
171
Advisory Services Network
Georgia
$289K
CFG
172
Citizens Financial Group
Rhode Island
$288K
SB
173
Semitam Bonam
New York
$283K
KAS
174
Kestra Advisory Services
Texas
$280K
LA
175
LexAurum Advisors
Kansas
$273K