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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
MCP
376
Miller Capital Partners
Michigan
$722K +$724K +13,400 New
HPM
377
Hudson Portfolio Management
New York
$705K
PNFS
378
PW Nova Financial Services
Pennsylvania
$691K +$693K +12,822 New
BCM
379
Brookstone Capital Management
Illinois
$687K -$106K -1,961 -13%
CL
380
Choreo LLC
Illinois
$685K -$279K -5,168 -29%
BCM
381
Bourgeon Capital Management
Connecticut
$663K +$4.87K +90 +0.7%
HPM
382
Hoxton Planning & Management
West Virginia
$659K -$3.84K -71 -0.6%
SWM
383
SHP Wealth Management
Massachusetts
$657K +$659K +12,190 New
LCGC
384
Legacy Capital Group California
California
$655K -$383K -7,090 -37%
IAA
385
Independent Advisor Alliance
North Carolina
$646K -$3.03K -56 -0.5%
GIC
386
GFI Investment Counsel
Ontario, Canada
$646K
VNIM
387
Vaughan Nelson Investment Management
Texas
$639K
FCM
388
Fortis Capital Management
Washington
$634K +$9.95K +184 +2%
BWAM
389
Boyd Watterson Asset Management
Ohio
$632K -$54.2K -1,003 -8%
IWC
390
Integrated Wealth Concepts
Massachusetts
$622K +$62.4K +1,154 +11%
EI
391
EFG International
$619K +$621K +11,490 New
AWM
392
Axxcess Wealth Management
California
$618K +$80.3K +1,485 +15%
CC
393
Courier Capital
New York
$612K +$1.14K +21 +0.2%
SCP
394
Stevens Capital Partners
Nebraska
$605K +$607K +11,226 New
VCA
395
Verdence Capital Advisors
Maryland
$586K +$76.1K +1,407 +15%
NAM
396
NTV Asset Management
West Virginia
$585K -$15K -277 -2%
MW
397
Merited Wealth
Florida
$584K +$585K +10,831 New
PWM
398
Perigon Wealth Management
California
$579K -$148K -2,732 -20%
SAI
399
Savvy Advisors Inc
New York
$578K +$329K +6,095 +132%
SA
400
Sage Advisors
Colorado
$577K +$579K +10,716 New