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iShares 5-10 Year Investment Grade Corporate Bond ETF

689 hedge funds and large institutions have $13.3B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 307 increasing their positions, 185 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 185

57% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 53

3% more funds holding

Funds holding: 667689 (+22)

3% more capital invested

Capital invested by funds: $12.9B → $13.3B (+$449M)

0.56% less ownership

Funds ownership: 78.3%77.74% (-0.56%)

11% less funds holding in top 10

Funds holding in top 10: 5347 (-6)

Holders
689
Holders Change
+22
Holders Change %
+3.3%
% of All Funds
8.38%
Holding in Top 10
47
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.32%
% of All Funds
0.57%
New
83
Increased
307
Reduced
185
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
326
Sax Wealth Advisors
New Jersey
$1.16M +$1.16M +21,477 New
DAS
327
Diversify Advisory Services
Utah
$1.15M -$181K -3,357 -14%
MCM
328
Manchester Capital Management
Vermont
$1.12M +$1.13M +20,851 New
PW
329
Paladin Wealth
Minnesota
$1.11M +$18.9K +349 +2%
GWM
330
GSB Wealth Management
Connecticut
$1.11M +$6.38K +118 +0.6%
WA
331
Winter & Associates
Minnesota
$1.1M +$1.11M +20,477 New
UAG
332
United Advisor Group
Ohio
$1.1M -$301K -5,575 -21%
HCM
333
Hengehold Capital Management
Ohio
$1.1M +$98.2K +1,816 +10%
AOWM
334
Asset One Wealth Management
Washington
$1.07M +$1.07M +19,855 New
MWM
335
Mission Wealth Management
California
$1.06M +$1.06M +19,693 New
HIS
336
Horizon Investment Services
Indiana
$1.05M +$104K +1,924 +11%
TFP
337
Tilia Fiduciary Partners
North Carolina
$1.05M -$51.9K -961 -5%
SF
338
SWP Financial
California
$1.03M +$37.8K +700 +4%
JWM
339
JPL Wealth Management
Colorado
$1.02M +$293K +5,428 +40%
Lazard Asset Management
340
Lazard Asset Management
New York
$1.02M
AI
341
Atria Investments
North Carolina
$1M -$253K -4,682 -20%
TIA
342
Tiemann Investment Advisors
California
$985K
VIPI
343
Vista Investment Partners II
Indiana
$958K +$51K +943 +6%
WFAG
344
Wescott Financial Advisory Group
Pennsylvania
$955K +$2.22K +41 +0.2%
HCP
345
Hexagon Capital Partners
Arkansas
$952K -$158K -2,925 -14%
PC
346
Payne Capital
Oregon
$942K +$270 +5 +0%
EDRH
347
Edmond de Rothschild Holding
Switzerland
$936K -$29.8K -552 -3%
VC
348
Vicus Capital
Pennsylvania
$936K -$7.57K -140 -0.8%
Calamos Advisors
349
Calamos Advisors
Illinois
$901K +$108K +2,004 +14%
SQA
350
Simon Quick Advisors
New Jersey
$899K -$15.6K -289 -2%