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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
SCA
201
Snowden Capital Advisors
New York
$201K -$44.2K -872 -18%
PPH
202
Pure Portfolios Holdings
Oregon
$200K +$200K +3,951 New
GRP
203
Global Retirement Partners
California
$193K -$19.4K -383 -9%
Franklin Resources
204
Franklin Resources
California
$180K +$12.7K +250 +8%
BlackRock
205
BlackRock
New York
$168K +$2.13K +42 +1%
CWMS
206
CFG Wealth Management Services
Indiana
$162K +$162K +3,200 New
HI
207
Harbour Investments
Wisconsin
$151K -$4.21K -83 -3%
AIC
208
Archer Investment Corporation
Indiana
$147K
SS
209
Sunbelt Securities
Texas
$135K
TCM
210
Triumph Capital Management
Colorado
$123K +$123K +2,427 New
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$110K +$33.1K +652 +43%
PAI
212
Pittenger & Anderson Inc
Nebraska
$106K
PWPS
213
Pinnacle Wealth Planning Services
Ohio
$105K +$105K +2,072 New
LI
214
LRI Investments
Florida
$99.4K
Citigroup
215
Citigroup
New York
$98.5K -$304 -6 -0.3%
VWM
216
Valley Wealth Managers
New Jersey
$82K
AWM
217
AE Wealth Management
Kansas
$76.2K -$3.35K -66 -4%
GFA
218
Godfrey Financial Associates
New York
$73.5K +$73.6K +1,450 New
MWA
219
Medallion Wealth Advisors
Connecticut
$67.3K +$3.91K +77 +6%
AEPWM
220
Atlantic Edge Private Wealth Management
Florida
$65.9K
NB
221
NBT Bank
New York
$58.1K
MFP
222
Meramec Financial Planners
Missouri
$51.9K +$51.9K +1,022 New
Fidelity Investments
223
Fidelity Investments
Massachusetts
$50K -$83.4K -1,643 -62%
MCI
224
MRP Capital Investments
Georgia
$44.9K -$1.52K -30 -3%
AAP
225
Arax Advisory Partners
Colorado
$44.3K +$44.3K +873 New