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iShares 5-10 Year Investment Grade Corporate Bond ETF

634 hedge funds and large institutions have $12.2B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 234 increasing their positions, 208 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+19
Holders Change %
+3.09%
% of All Funds
8.5%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.66%
New
75
Increased
234
Reduced
208
Closed
42
Calls
$3.69M
Puts
Net Calls
+$3.69M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$32.3M +$14.7M +279,951 +83%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$31.6M -$5.36M -100,552 -14%
PMG
53
ProVise Management Group
Florida
$30.1M -$356K -6,680 -1%
FT
54
Fiduciary Trust
Massachusetts
$29.7M +$1.22M +22,805 +4%
PJSIMP
55
P.J. Schmidt Investment Management (PJS)
Wisconsin
$28M +$1.65M +30,922 +6%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$27.4M +$634K +11,896 +2%
GL
57
Graypoint LLC
New York
$25.6M +$11.5K +215 +0%
HW
58
Hancock Whitney
Mississippi
$24.1M +$11.1M +207,556 +85%
FPGK
59
Financial Partners Group (Kansas)
Kansas
$23.8M +$389K +7,292 +2%
AFI
60
American Family Investments
Wisconsin
$22.6M
GWM
61
GDS Wealth Management
Texas
$22.6M +$984K +18,464 +5%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$22.2M +$1.19M +22,492 +6%
GI
63
Gradient Investments
Minnesota
$21.7M -$355K -6,662 -2%
SC
64
Syon Capital
California
$20.4M -$601K -11,286 -3%
AWE
65
Avidian Wealth Enterprises
Texas
$19.8M +$990K +18,573 +5%
B
66
Birchbrook
Maine
$19.7M +$812K +15,238 +4%
BP
67
BCK Partners
New York
$19.3M +$182K +3,415 +0.9%
AWM
68
Ameliora Wealth Management
Switzerland
$18.6M +$269K +5,046 +1%
CWP
69
Cyndeo Wealth Partners
Florida
$18.5M +$178K +3,349 +1%
DIP
70
DT Investment Partners
Pennsylvania
$18.4M -$14.5K -272 -0.1%
Legacy Financial Group (Iowa)
71
Legacy Financial Group (Iowa)
Iowa
$18.3M +$125K +2,337 +0.7%
PG
72
Proffitt & Goodson
Tennessee
$18.1M -$745K -13,973 -4%
SWG
73
Summit Wealth Group
Vermont
$18.1M +$12.8M +239,992 +241%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$18M
Capstone Investment Advisors
75
Capstone Investment Advisors
New York
$17.8M +$13.8M +259,200 +343%