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iShares 0-5 Year Investment Grade Corporate Bond ETF

253 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 27 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 242253 (+11)

1.06% more ownership

Funds ownership: 63.68%64.74% (+1.1%)

1% more capital invested

Capital invested by funds: $1.49B → $1.51B (+$20.2M)

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

95% less call options, than puts

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

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.08%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
27
Increased
91
Reduced
91
Closed
14
Calls
$63K
Puts
$1.4M
Net Calls
-$1.33M
Net Calls Change
-$426K
Name Holding Trade Value Shares
Change
Change in
Stake
CPCP
151
Cedar Point Capital Partners
Iowa
$548K -$6.75K -133 -1%
IAG
152
Investment Advisory Group
Massachusetts
$506K
PA
153
Parallel Advisors
California
$504K
AFP
154
Alpha Financial Partners
Kentucky
$502K -$941K -18,550 -65%
BCM
155
Buckhead Capital Management
Georgia
$487K +$15.6K +308 +3%
BCA
156
Bay Colony Advisors
Massachusetts
$453K +$28.3K +558 +7%
Bessemer Group
157
Bessemer Group
New Jersey
$431K +$432K +8,507 New
PWW
158
Pettyjohn Wood & White
Virginia
$430K +$20.3K +400 +5%
PTC
159
Private Trust Company
Ohio
$409K +$51 +1 +0%
AWM
160
Apollon Wealth Management
South Carolina
$397K +$63.3K +1,247 +19%
ACM
161
Adalta Capital Management
New York
$395K
Jane Street
162
Jane Street
New York
$382K -$9.66M -190,390 -96%
SWM
163
Spire Wealth Management
Virginia
$362K -$1.27K -25 -0.3%
WAS
164
WESPAC Advisors SoCal
California
$361K +$361K +7,115 New
LFAS
165
Level Four Advisory Services
Texas
$354K
HPM
166
Hoxton Planning & Management
West Virginia
$351K -$17.8K -351 -5%
MCM
167
MidAtlantic Capital Management
Virginia
$350K
OWA
168
One Wealth Advisors
California
$346K -$455K -8,976 -57%
VA
169
Valmark Advisers
Ohio
$338K -$19.5K -384 -5%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$337K -$5.84K -115 -2%
DI
171
Disciplined Investments
Oklahoma
$337K -$64.6K -1,274 -16%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$333K +$268K +5,288 +416%
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 +$23.4K +461 +8%