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iShares 0-5 Year Investment Grade Corporate Bond ETF

240 hedge funds and large institutions have $1.38B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 245240 (-5)

77% less call options, than puts

Call options by funds: $325K | Put options by funds: $1.43M

Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$325K
Puts
$1.43M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
151
Hoxton Planning & Management
West Virginia
$538K
HF
152
HRT Financial
New York
$522K
PCM
153
Prelude Capital Management
New York
$522K
IAG
154
Investment Advisory Group
Massachusetts
$497K
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$490K
CIA
156
Concurrent Investment Advisors
Florida
$465K
AA
157
Armis Advisers
Georgia
$437K
TSS
158
Two Sigma Securities
New York
$430K
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$407K
PWW
160
Pettyjohn Wood & White
Virginia
$407K
B
161
Barings
North Carolina
$396K
LI
162
LVZ Inc
Michigan
$379K
BCM
163
Buckhead Capital Management
Georgia
$372K
LFAS
164
Level Four Advisory Services
Texas
$358K
HSBC Holdings
165
HSBC Holdings
United Kingdom
$356K
MCM
166
MidAtlantic Capital Management
Virginia
$347K
SWM
167
Spire Wealth Management
Virginia
$333K
TIAM2
168
Tru Independence Asset Management 2
Oregon
$329K
VA
169
Valmark Advisers
Ohio
$328K
OPS
170
Orion Portfolio Solutions
Nebraska
$318K
BCI
171
Brinker Capital Investments
Pennsylvania
$318K
TFA
172
TPG Financial Advisors
Oregon
$315K
EDRH
173
Edmond de Rothschild Holding
Switzerland
$314K
KAS
174
Kestra Advisory Services
Texas
$311K
PCIA
175
Prime Capital Investment Advisors
Kansas
$304K