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iShares 0-5 Year Investment Grade Corporate Bond ETF

250 hedge funds and large institutions have $1.51B 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, 89 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $1.49B → $1.51B (+$20M)

2% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 91

95% less call options, than puts

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

Holders
250
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
CPCP
151
Cedar Point Capital Partners
Iowa
$548K
IAG
152
Investment Advisory Group
Massachusetts
$506K
PA
153
Parallel Advisors
California
$504K
AFP
154
Alpha Financial Partners
Kentucky
$502K
BCM
155
Buckhead Capital Management
Georgia
$487K
BCA
156
Bay Colony Advisors
Massachusetts
$453K
Bessemer Group
157
Bessemer Group
New Jersey
$431K
PWW
158
Pettyjohn Wood & White
Virginia
$430K
PTC
159
Private Trust Company
Ohio
$409K
AWM
160
Apollon Wealth Management
South Carolina
$397K
ACM
161
Adalta Capital Management
New York
$395K
Jane Street
162
Jane Street
New York
$382K
SWM
163
Spire Wealth Management
Virginia
$362K
WAS
164
WESPAC Advisors SoCal
California
$361K
LFAS
165
Level Four Advisory Services
Texas
$354K
HPM
166
Hoxton Planning & Management
West Virginia
$351K
MCM
167
MidAtlantic Capital Management
Virginia
$350K
OWA
168
One Wealth Advisors
California
$346K
VA
169
Valmark Advisers
Ohio
$338K
HSBC Holdings
170
HSBC Holdings
United Kingdom
$337K
DI
171
Disciplined Investments
Oklahoma
$337K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$333K
TIAM2
173
Tru Independence Asset Management 2
Oregon
$332K
EDRH
174
Edmond de Rothschild Holding
Switzerland
$317K
ATPW
175
Ashton Thomas Private Wealth
Arizona
$315K