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iShares 5-10 Year Investment Grade Corporate Bond ETF

705 hedge funds and large institutions have $13.4B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 321 increasing their positions, 194 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 46

65% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 194

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

2% more funds holding

Funds holding: 689705 (+16)

1% more capital invested

Capital invested by funds: $13.3B → $13.4B (+$68.3M)

1.58% less ownership

Funds ownership: 77.74%76.15% (-1.6%)

Holders
705
Holders Change
+16
Holders Change %
+2.32%
% of All Funds
8.68%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.62%
New
78
Increased
321
Reduced
194
Closed
46
Calls
$239K
Puts
Net Calls
+$239K
Net Calls Change
+$239K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.39B +$27.2M +505,235 +0.8%
Charles Schwab
2
Charles Schwab
California
$742M +$86.4M +1,605,149 +13%
Northern Trust
3
Northern Trust
Illinois
$656M +$38.2M +710,667 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$445M +$121M +2,247,135 +37%
AssetMark Inc
5
AssetMark Inc
California
$426M +$32.5M +603,205 +8%
Bank of America
6
Bank of America
North Carolina
$332M +$3.7M +68,751 +1%
Morgan Stanley
7
Morgan Stanley
New York
$325M -$5.25M -97,548 -2%
OCM
8
One Capital Management
California
$311M +$29.7M +552,517 +10%
Wells Fargo
9
Wells Fargo
California
$268M +$5.2M +96,581 +2%
AC
10
Allstate Corporation
Illinois
$230M +$64.6M +1,199,599 +38%
UBS Group
11
UBS Group
Switzerland
$218M +$9.67M +179,732 +5%
MMI
12
Matson Money Inc
Ohio
$195M +$11M +204,983 +6%
LPL Financial
13
LPL Financial
California
$194M +$25.5M +473,834 +15%
Ameriprise
14
Ameriprise
Minnesota
$186M -$23.3M -433,022 -11%
Raymond James Financial
15
Raymond James Financial
Florida
$175M +$9.73M +180,797 +6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$173M -$17.9M -332,254 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$154M -$1.6M -29,734 -1%
TPCW
18
TD Private Client Wealth
New York
$125M +$15.2M +282,379 +14%
Legal & General Group
19
Legal & General Group
United Kingdom
$118M -$149M -2,768,307 -55%
AIM
20
Acropolis Investment Management
Missouri
$112M +$2.12M +39,416 +2%
PHWA
21
Petersen Hastings Wealth Advisors
Washington
$105M +$4.27M +79,408 +4%
Franklin Resources
22
Franklin Resources
California
$103M +$3.69M +68,624 +4%
UCFA
23
United Capital Financial Advisors
Texas
$99.1M -$1.08M -20,037 -1%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$98.2M +$1.91M +35,470 +2%
BlackRock
25
BlackRock
New York
$93.3M -$14M -260,117 -13%