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iShares 0-5 Year Investment Grade Corporate Bond ETF

242 hedge funds and large institutions have $1.39B 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, 84 increasing their positions, 90 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

7% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 90

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

88% less call options, than puts

Call options by funds: $70K | Put options by funds: $560K

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70K
Puts
$560K
Net Calls
Net Calls Change

Top Buyers

1 +$8.75M
2 +$7.55M
3 +$5.94M
4
AssetMark Inc
AssetMark Inc
California
+$5.72M
5
Wells Fargo
Wells Fargo
California
+$5.62M

Top Sellers

1 -$11.2M
2 -$10.1M
3 -$9.97M
4
Lido Advisors
Lido Advisors
California
-$8.86M
5
ECA
Elevation Capital Advisory
Oregon
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$158K
AIC
202
Archer Investment Corporation
Indiana
$155K
EWA
203
EP Wealth Advisors
California
$145K
JWA
204
JFS Wealth Advisors
Pennsylvania
$134K
PAI
205
Pittenger & Anderson Inc
Nebraska
$106K
LI
206
LRI Investments
Florida
$99.2K
AWM
207
AE Wealth Management
Kansas
$79.9K
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$66.5K
AEPWM
209
Atlantic Edge Private Wealth Management
Florida
$65.8K
NB
210
NBT Bank
New York
$57.9K
MCI
211
MRP Capital Investments
Georgia
$46.3K
SPIA
212
Steward Partners Investment Advisory
New York
$41.4K
VWM
213
Valley Wealth Managers
New Jersey
$39K
CJH
214
Christopher J. Hasenberg
Wisconsin
$32K
SNB
215
Security National Bank
Nebraska
$31.7K
HPC
216
HM Payson & Co
Maine
$26.9K
TCM
217
Traub Capital Management
Massachusetts
$25.3K
NS
218
NBC Securities
Alabama
$23K
AA
219
Ancora Advisors
Ohio
$21.1K
HDIM
220
Hanson & Doremus Investment Management
Vermont
$21K
AA
221
Addison Advisors
Vermont
$20.9K
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
SIS
225
Sound Income Strategies
Florida
$15K