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iShares 0-5 Year Investment Grade Corporate Bond ETF
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Overview Fund Activity

241 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.

Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.23%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
85
Reduced
90
Closed
13
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.4M
2
NA
2
NewEdge Advisors
Louisiana
$14.3M
3
Jane Street
3
Jane Street
New York
$11.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$8.13M
5
AssetMark Inc
5
AssetMark Inc
California
$6.34M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$14.4M
2
AWS
2
Atria Wealth Solutions
New York
$247K
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$1.41M
4
Lido Advisors
4
Lido Advisors
California
$5M
5
ECA
5
Elevation Capital Advisory
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
151
Buckhead Capital Management
Georgia
$452K 8,931 +1,534 +21%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$451K 8,916 +1,836 +26%
PTC
153
Private Trust Company
Ohio
$445K 8,787 +4,397 +100%
AA
154
Armis Advisers
Georgia
$440K 8,741 +51 +0.6%
PWW
155
Pettyjohn Wood & White
Virginia
$409K 8,090 – –
GLA
156
Good Life Advisors
Pennsylvania
$378K 7,466 +7,466 New
TSS
157
Two Sigma Securities
New York
$378K 7,464 -1,093 -13%
SWM
158
Spire Wealth Management
Virginia
$363K 7,168 +552 +8%
LFAS
159
Level Four Advisory Services
Texas
$360K 7,108 -20 -0.3%
MCM
160
MidAtlantic Capital Management
Virginia
$349K 6,907 – –
TIAM2
161
Tru Independence Asset Management 2
Oregon
$331K 6,552 – –
VA
162
Valmark Advisers
Ohio
$331K 6,543 +12 +0.2%
SIM
163
Stratos Investment Management
Ohio
$327K 6,459 +812 +14%
BRWA
164
B. Riley Wealth Advisors
Florida
$325K 6,419 +6,419 New
CIA
165
Concurrent Investment Advisors
Florida
$317K 6,257 -2,989 -32%
EDRH
166
Edmond de Rothschild Holding
Switzerland
$316K 6,250 – –
LA
167
LexAurum Advisors
Kansas
$304K 6,013 +411 +7%
Citigroup
168
Citigroup
New York
$301K 5,949 +7 +0.1%
AG
169
AmeriFlex Group
Nevada
$292K 5,782 +934 +19%
CFG
170
Citizens Financial Group
Rhode Island
$290K 5,729 +5,729 New
LMKC
171
L.M. Kohn & Company
Ohio
$289K 5,715 +5,715 New
CTA
172
Chesley Taft & Associates
Illinois
$288K 5,700 – –
BHB
173
Bank Hapoalim BM
Israel
– – – –
SB
174
Semitam Bonam
New York
$282K 5,573 +5,573 New
KAS
175
Kestra Advisory Services
Texas
$272K 5,369 -819 -13%
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7
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