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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.5B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

12% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.13M

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% less capital invested

Capital invested by funds: $1.51B → $1.5B (-$13.4M)

1.26% less ownership

Funds ownership: 64.74%63.48% (-1.3%)

4% less funds holding

Funds holding: 253243 (-10)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
243
Holders Change
-10
Holders Change %
-3.95%
% of All Funds
2.99%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
16
Increased
93
Reduced
87
Closed
21
Calls
$1.26M
Puts
$1.13M
Net Calls
+$131K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CWMS
201
CFG Wealth Management Services
Indiana
$162K
PAI
202
Pittenger & Anderson Inc
Nebraska
$160K +$54.2K +1,070 +51%
AIC
203
Archer Investment Corporation
Indiana
$147K
UBS AM
204
UBS AM
Illinois
$141K +$142K +2,801 New
SS
205
Sunbelt Securities
Texas
$135K
PF
206
PlanVest Financial
Maryland
$118K +$119K +2,340 New
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$109K
PWPS
208
Pinnacle Wealth Planning Services
Ohio
$105K
LI
209
LRI Investments
Florida
$99K
Citigroup
210
Citigroup
New York
$98.1K
VWM
211
Valley Wealth Managers
New Jersey
$74.3K -$7.45K -147 -9%
GFA
212
Godfrey Financial Associates
New York
$73.2K
TCM
213
Triumph Capital Management
Colorado
$68.1K -$54.6K -1,078 -44%
MWA
214
Medallion Wealth Advisors
Connecticut
$67K
AEPWM
215
Atlantic Edge Private Wealth Management
Florida
$65.6K
NB
216
NBT Bank
New York
$57.8K +$55.5K +1,094 +2,145%
MFP
217
Meramec Financial Planners
Missouri
$51.7K
MCI
218
MRP Capital Investments
Georgia
$44.7K
AWM
219
AE Wealth Management
Kansas
$42.7K -$33.4K -658 -44%
Fidelity Investments
220
Fidelity Investments
Massachusetts
$41.1K -$8.82K -174 -18%
CFO
221
CVA Family Office
Colorado
$30.6K +$28.7K +567 +1,418%
SAM
222
Smartleaf Asset Management
Massachusetts
$29.2K +$29.4K +580 New
FFA
223
Farther Finance Advisors
California
$23.8K +$19.7K +388 +456%
HDIM
224
Hanson & Doremus Investment Management
Vermont
$21K
NS
225
NBC Securities
Alabama
$19.9K +$51 +1 +0.3%