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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
PWS
426
Precision Wealth Strategies
Missouri
$500K -$116K -2,140 -19%
WAS
427
Wealth Advisory Solutions
Indiana
$494K -$28.5K -528 -5%
BCI
428
Brinker Capital Investments
Pennsylvania
$490K +$115K +2,121 +30%
LWA
429
Lantern Wealth Advisors
New York
$481K +$57.5K +1,063 +14%
HP
430
Hilltop Partners
Indiana
$479K -$12.3K -228 -3%
AWM
431
Adams Wealth Management
Utah
$476K -$210K -3,889 -31%
CI
432
CacheTech Inc
Utah
$476K -$210K -3,889 -31%
CW
433
Channel Wealth
California
$476K
OFG
434
Omega Financial Group
California
$476K
TCG
435
Transcendent Capital Group
Oklahoma
$474K +$865 +16 +0.2%
TPA
436
Trivium Point Advisory
Connecticut
$473K -$81K -1,499 -15%
SFO
437
Stokes Family Office
Louisiana
$467K
CAMG
438
CWA Asset Management Group
Florida
$465K -$25.7K -476 -5%
SWP
439
Stratos Wealth Partners
Ohio
$465K -$4.43K -82 -0.9%
VFPW
440
Vantage Financial Partners (Wisconsin)
Wisconsin
$461K -$48.8K -903 -10%
MAM
441
MMA Asset Management
Pennsylvania
$458K +$437K +8,093 +1,993%
WTC
442
WhitTier Trust Company
Nevada
$456K -$87K -1,610 -16%
SAM
443
Sawgrass Asset Management
Florida
$451K -$5.41K -100 -1%
AWM
444
Avior Wealth Management
Nebraska
$440K -$16.6K -307 -4%
SWP
445
Sagespring Wealth Partners
Tennessee
$440K -$44.9K -830 -9%
SFS
446
Sowell Financial Services
Arkansas
$436K +$50.5K +935 +13%
QWP
447
Quotient Wealth Partners
Texas
$432K -$29.1K -539 -6%
PBK
448
Peoples Bank (Kansas)
Kansas
$431K
CCG
449
Ceeto Capital Group
Florida
$431K
BPA
450
Beacon Pointe Advisors
California
$417K +$419K +7,747 New