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iShares 0-5 Year Investment Grade Corporate Bond ETF

240 hedge funds and large institutions have $1.38B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 92 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
3.26%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
22
Increased
92
Reduced
82
Closed
23
Calls
$325K
Puts
$1.43M
Net Calls
-$1.1M
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
201
JFS Wealth Advisors
Pennsylvania
$132K +$132K +2,629 New
PAI
202
Pittenger & Anderson Inc
Nebraska
$106K
AF
203
Allworth Financial
California
$101K +$92.7K +1,846 +1,067%
LI
204
LRI Investments
Florida
$101K +$2.16K +43 +2%
NP
205
NorthRock Partners
Minnesota
$82.1K -$112K -2,233 -58%
AWM
206
AE Wealth Management
Kansas
$76.9K +$5.08K +101 +7%
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$66.1K
AEPWM
208
Atlantic Edge Private Wealth Management
Florida
$65.4K
TIM
209
Tortoise Investment Management
New York
$65.1K -$161K -3,210 -71%
MCI
210
MRP Capital Investments
Georgia
$59.3K
NB
211
NBT Bank
New York
$57.6K
LC
212
Lindbrook Capital
California
$54.8K
BF
213
BOK Financial
Oklahoma
$46.5K +$46.5K +925 New
SNB
214
Security National Bank
Nebraska
$41.2K +$41.2K +820 New
SPIA
215
Steward Partners Investment Advisory
New York
$41.1K
NS
216
NBC Securities
Alabama
$32K +$32K +636 New
CJH
217
Christopher J. Hasenberg
Wisconsin
$31.7K
HPC
218
HM Payson & Co
Maine
$26.7K +$1.56K +31 +6%
AA
219
Ancora Advisors
Ohio
$21K
HDIM
220
Hanson & Doremus Investment Management
Vermont
$21K +$21K +418 New
CIAS
221
Capital Investment Advisory Services
North Carolina
$18.9K -$10.1K -200 -35%
TIM
222
Thompson Investment Management
Wisconsin
$17.8K
SIS
223
Sound Income Strategies
Florida
$14.9K
ACA
224
Aptus Capital Advisors
Alabama
$13.7K +$8.53K +170 +167%
William Blair & Company
225
William Blair & Company
Illinois
$13.5K