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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
AF
176
Allworth Financial
California
$313K +$59K +1,163 +23%
DWA
177
Davis Wealth Advisors
New Hampshire
$310K +$310K +6,110 New
Truist Financial
178
Truist Financial
North Carolina
$302K +$302K +5,953 New
CIA
179
Concurrent Investment Advisors
Florida
$298K -$12.2K -240 -4%
CTA
180
Chesley Taft & Associates
Illinois
$289K
ASN
181
Advisory Services Network
Georgia
$288K +$254 +5 +0.1%
IFG
182
Independent Financial Group
California
$284K +$4.36K +86 +2%
KAS
183
Kestra Advisory Services
Texas
$277K -$2.64K -52 -0.9%
AA
184
Armis Advisers
Georgia
$269K -$174K -3,432 -39%
BCM
185
Boreal Capital Management
Florida
$257K
SB
186
Semitam Bonam
New York
$251K -$32.1K -632 -11%
OIA
187
OneDigital Investment Advisors
Kansas
$249K +$249K +4,909 New
WCG
188
Weaver Consulting Group
California
$245K
MIH
189
Meitav Investment House
Israel
$241K -$14.2K -280 -6%
Mercer Global Advisors
190
Mercer Global Advisors
Colorado
$241K -$152 -3 -0.1%
SAM
191
Secure Asset Management
Michigan
$235K -$26.6K -524 -10%
AF
192
Advisornet Financial
Minnesota
$228K
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$228K +$228K +4,488 New
KA
194
Kovack Advisors
Florida
$227K +$227K +4,469 New
NG
195
Novem Group
New York
$223K
AIM
196
Alhambra Investment Management
Florida
$222K
HL
197
HeadInvest LLC
Maine
$222K
AWM
198
Avior Wealth Management
Nebraska
$213K
LI
199
LVZ Inc
Michigan
$211K -$45.9K -905 -18%
BHB
200
Bank Hapoalim BM
Israel
$208K