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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.39B 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, 84 increasing their positions, 91 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

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

8% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 91

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70K
Puts
$560K
Net Calls
Net Calls Change

Top Buyers

1 +$8.75M
2 +$7.55M
3 +$5.94M
4
AssetMark Inc
AssetMark Inc
California
+$5.72M
5
Wells Fargo
Wells Fargo
California
+$5.62M

Top Sellers

1 -$11.2M
2 -$10.1M
3 -$9.97M
4
Lido Advisors
Lido Advisors
California
-$8.86M
5
ECA
Elevation Capital Advisory
Oregon
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
151
Investment Advisory Group
Massachusetts
$500K
BCM
152
Buckhead Capital Management
Georgia
$452K
HSBC Holdings
153
HSBC Holdings
United Kingdom
$451K
PTC
154
Private Trust Company
Ohio
$445K
AA
155
Armis Advisers
Georgia
$440K
PWW
156
Pettyjohn Wood & White
Virginia
$409K
GLA
157
Good Life Advisors
Pennsylvania
$378K
TSS
158
Two Sigma Securities
New York
$378K
SWM
159
Spire Wealth Management
Virginia
$363K
LFAS
160
Level Four Advisory Services
Texas
$360K
MCM
161
MidAtlantic Capital Management
Virginia
$349K
TIAM2
162
Tru Independence Asset Management 2
Oregon
$331K
VA
163
Valmark Advisers
Ohio
$331K
SIM
164
Stratos Investment Management
Ohio
$327K
BRWA
165
B. Riley Wealth Advisors
Florida
$325K
CIA
166
Concurrent Investment Advisors
Florida
$317K
EDRH
167
Edmond de Rothschild Holding
Switzerland
$316K
LA
168
LexAurum Advisors
Kansas
$304K
Citigroup
169
Citigroup
New York
$301K
AG
170
AmeriFlex Group
Nevada
$292K
CFG
171
Citizens Financial Group
Rhode Island
$290K
LMKC
172
L.M. Kohn & Company
Ohio
$289K
CTA
173
Chesley Taft & Associates
Illinois
$288K
BHB
174
Bank Hapoalim BM
Israel
$288K
SB
175
Semitam Bonam
New York
$282K