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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 %
Morgan Stanley
1
Morgan Stanley
New York
$116M -$1.39M -27,695 -1%
LPL Financial
2
LPL Financial
California
$57.5M +$6.33M +125,855 +12%
LWM
3
LJI Wealth Management
Indiana
$55.5M +$1.5M +29,791 +3%
Raymond James Financial
4
Raymond James Financial
Florida
$55.4M +$1.93M +38,398 +4%
UBS Group
5
UBS Group
Switzerland
$54.4M -$542K -10,782 -1%
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$51.8M -$900K -17,890 -2%
BI
7
Bramshill Investments
Florida
$46.6M +$28.5M +566,918 +157%
WIA
8
World Investment Advisors
California
$43.7M +$1.65M +32,907 +4%
Ameriprise
9
Ameriprise
Minnesota
$43.1M +$2.44M +48,416 +6%
MCM
10
MAI Capital Management
Ohio
$42.9M +$2.61M +51,948 +6%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$42M
GSWM
12
Greenup Street Wealth Management
Michigan
$38.2M +$6.44M +128,062 +20%
Bank of America
13
Bank of America
North Carolina
$34.7M -$1.57M -31,242 -4%
VAMG
14
Voisard Asset Management Group
Michigan
$33.8M +$10.8M +215,690 +47%
CBT
15
Crews Bank & Trust
Florida
$32M +$305K +6,065 +1%
Allianz Asset Management
16
Allianz Asset Management
Germany
$29.9M +$3.04M +60,544 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27.5M +$851K +16,933 +3%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$25.4M +$133K +2,640 +0.5%
CFD
19
Creative Financial Designs
Indiana
$21.3M +$701K +13,947 +3%
WWM
20
Wiser Wealth Management
Georgia
$19.6M +$908K +18,061 +5%
Renaissance Technologies
21
Renaissance Technologies
New York
$18.8M +$7.32M +145,558 +64%
CNB
22
Camden National Bank
Maine
$15M +$646K +12,853 +5%
Lido Advisors
23
Lido Advisors
California
$13.8M -$168K -3,345 -1%
CTA
24
Colonial Trust Advisors
South Carolina
$12.9M +$1.24M +24,682 +11%
FDP
25
Financiere des Professionnels
Quebec, Canada
$12.9M