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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.42B 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, 86 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+2
Holders Change %
+0.83%
% of All Funds
3.25%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
18
Increased
86
Reduced
90
Closed
13
Calls
$70K
Puts
$560K
Net Calls
-$490K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Shares
Change %
HI
201
Harbour Investments
Wisconsin
$158K -$6.98K -138 -4%
AIC
202
Archer Investment Corporation
Indiana
$155K
EWA
203
EP Wealth Advisors
California
$145K +$145K +2,861 New
JWA
204
JFS Wealth Advisors
Pennsylvania
$134K +$1.37K +27 +1%
PAI
205
Pittenger & Anderson Inc
Nebraska
$106K
LI
206
LRI Investments
Florida
$99.2K -$2.18K -43 -2%
NP
207
NorthRock Partners
Minnesota
$80.5K -$2.13K -42 -3%
AWM
208
AE Wealth Management
Kansas
$79.9K +$2.53K +50 +3%
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$66.5K
AEPWM
210
Atlantic Edge Private Wealth Management
Florida
$65.8K
NB
211
NBT Bank
New York
$57.9K
MCI
212
MRP Capital Investments
Georgia
$46.3K -$13.4K -265 -22%
SPIA
213
Steward Partners Investment Advisory
New York
$41.4K
VWM
214
Valley Wealth Managers
New Jersey
$39K +$39K +771 New
CJH
215
Christopher J. Hasenberg
Wisconsin
$32K
SNB
216
Security National Bank
Nebraska
$31.7K -$9.76K -193 -24%
TCM
217
Traub Capital Management
Massachusetts
$25.3K +$25.3K +500 New
NS
218
NBC Securities
Alabama
$23K -$9.15K -181 -28%
AA
219
Ancora Advisors
Ohio
$21.1K
HDIM
220
Hanson & Doremus Investment Management
Vermont
$21K
AA
221
Addison Advisors
Vermont
$20.9K +$20.9K +413 New
CIAS
222
Capital Investment Advisory Services
North Carolina
$19K
TIM
223
Thompson Investment Management
Wisconsin
$17.9K
Fidelity Investments
224
Fidelity Investments
Massachusetts
$17.4K +$9.2K +182 +112%
SIS
225
Sound Income Strategies
Florida
$15K