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iShares 0-5 Year Investment Grade Corporate Bond ETF

247 hedge funds and large institutions have $1.49B 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, 87 increasing their positions, 90 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:

0% less capital invested

Capital invested by funds: $1.49B → $1.49B (-$2.67M)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

95% less call options, than puts

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

Holders
247
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
IAG
151
Investment Advisory Group
Massachusetts
$506K
PA
152
Parallel Advisors
California
$504K
AFP
153
Alpha Financial Partners
Kentucky
$502K
BCM
154
Buckhead Capital Management
Georgia
$487K
BCA
155
Bay Colony Advisors
Massachusetts
$453K
Bessemer Group
156
Bessemer Group
New Jersey
$431K
PWW
157
Pettyjohn Wood & White
Virginia
$430K
PTC
158
Private Trust Company
Ohio
$409K
AWM
159
Apollon Wealth Management
South Carolina
$397K
ACM
160
Adalta Capital Management
New York
$395K
Jane Street
161
Jane Street
New York
$382K
SWM
162
Spire Wealth Management
Virginia
$362K
WAS
163
WESPAC Advisors SoCal
California
$361K
LFAS
164
Level Four Advisory Services
Texas
$354K
HPM
165
Hoxton Planning & Management
West Virginia
$351K
MCM
166
MidAtlantic Capital Management
Virginia
$350K
OWA
167
One Wealth Advisors
California
$346K
VA
168
Valmark Advisers
Ohio
$338K
DI
169
Disciplined Investments
Oklahoma
$337K
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$333K
TIAM2
171
Tru Independence Asset Management 2
Oregon
$332K
EDRH
172
Edmond de Rothschild Holding
Switzerland
$317K
ATPW
173
Ashton Thomas Private Wealth
Arizona
$315K
AF
174
Allworth Financial
California
$313K
DWA
175
Davis Wealth Advisors
New Hampshire
$310K