We are live on ! Find out more
IGIB icon

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
KP
401
Keel Point
Alabama
$571K +$22.1K +409 +4%
MWM
402
Meridian Wealth Management
Kentucky
$567K -$633K -11,706 -53%
LWA
403
Lineweaver Wealth Advisors
Ohio
$563K +$1.41K +26 +0.2%
BPW
404
Bingham Private Wealth
California
$562K +$564K +10,438 New
FWA
405
FOCUS Wealth Advisors
Texas
$562K
SB
406
Simmons Bank
Arkansas
$561K -$10.8K -200 -2%
RFA
407
Resurgent Financial Advisors
Georgia
$555K +$51.4K +950 +10%
SCTC
408
Sanibel Captiva Trust Company
Florida
$552K +$121K +2,241 +28%
AG
409
Ascent Group
Virginia
$549K -$111K -2,057 -17%
EH
410
Equitable Holdings
New York
$540K -$658K -12,182 -55%
ATPW
411
Ashton Thomas Private Wealth
Arizona
$539K -$1.89K -35 -0.3%
CFB
412
Cullen/Frost Bankers
Texas
$539K +$541K +10,000 New
PTC
413
Private Trust Company
Ohio
$538K +$179K +3,317 +50%
EFN
414
Equita Financial Network
Pennsylvania
$532K -$13.4K -247 -2%
NS
415
NBC Securities
Alabama
$529K -$38.2K -707 -7%
MF
416
Meridian Financial
Massachusetts
$527K +$79.9K +1,478 +18%
VAS
417
Vestmark Advisory Solutions
Massachusetts
$524K -$6.54K -121 -1%
WP
418
Walleye Partners
Wisconsin
$524K +$526K +9,728 New
AF
419
Advisornet Financial
Minnesota
$518K -$9.57K -177 -2%
KAS
420
KPP Advisory Services
Kentucky
$517K +$40.1K +742 +8%
AWM
421
Apollon Wealth Management
South Carolina
$515K -$106K -1,954 -17%
FHC
422
First Horizon Corporation
Tennessee
$508K -$35.7K -660 -7%
CB
423
Commerce Bank
Missouri
$506K +$146K +2,707 +41%
B
424
Bellecapital
Switzerland
$503K
AWP
425
Axis Wealth Partners
Rhode Island
$501K -$210K -3,885 -29%