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iShares 0-5 Year Investment Grade Corporate Bond ETF

239 hedge funds and large institutions have $1.49B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less funds holding

Funds holding: 243239 (-4)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

93% less call options, than puts

Call options by funds: $73K | Put options by funds: $980K

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$73K
Puts
$980K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
201
Sunbelt Securities
Texas
$136K
Fidelity Investments
202
Fidelity Investments
Massachusetts
$134K
SIS
203
Sound Income Strategies
Florida
$126K
PAI
204
Pittenger & Anderson Inc
Nebraska
$107K
LI
205
LRI Investments
Florida
$99.6K
Citigroup
206
Citigroup
New York
$99K
VWM
207
Valley Wealth Managers
New Jersey
$82.2K
AWM
208
AE Wealth Management
Kansas
$79.8K
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$76.6K
AEPWM
210
Atlantic Edge Private Wealth Management
Florida
$66.1K
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$64.7K
AAS
212
Ameritas Advisory Services
Nebraska
$60.7K
NB
213
NBT Bank
New York
$58.2K
BFPW
214
BOK Financial Private Wealth
Colorado
$55.9K
MCI
215
MRP Capital Investments
Georgia
$46.3K
SPIA
216
Steward Partners Investment Advisory
New York
$41.6K
HPC
217
HM Payson & Co
Maine
$27K
GWSG
218
GPS Wealth Strategies Group
Colorado
$25.4K
NS
219
NBC Securities
Alabama
$23.3K
HDIM
220
Hanson & Doremus Investment Management
Vermont
$21K
MWPCG
221
Measured Wealth Private Client Group
New Hampshire
$20.5K
CIAS
222
Capital Investment Advisory Services
North Carolina
$19.1K
TIM
223
Thompson Investment Management
Wisconsin
$18K
ACA
224
Aptus Capital Advisors
Alabama
$13.8K
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$13.7K