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iShares 5-10 Year Investment Grade Corporate Bond ETF

688 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: 666688 (+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
688
Holders Change
+22
Holders Change %
+3.3%
% of All Funds
8.37%
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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$41.8M +$8.45M +156,370 +25%
FFM
52
Flagstone Financial Management
Nebraska
$41M +$1.07M +19,716 +3%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$40.4M +$31.1M +576,061 +331%
NRI
54
NFP Retirement Inc
California
$39.7M +$1.82M +33,634 +5%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$39.4M +$993K +18,368 +3%
FT
56
Fiduciary Trust
Massachusetts
$39.1M +$4.16M +76,987 +12%
GI
57
Gradient Investments
Minnesota
$38.9M +$1.59M +29,354 +4%
State Farm Mutual Automobile Insurance
58
State Farm Mutual Automobile Insurance
Illinois
$36.6M
Baird Financial Group
59
Baird Financial Group
Wisconsin
$34.8M +$962K +17,791 +3%
TCM
60
Thoma Capital Management
Maryland
$33.7M -$3.05M -56,408 -8%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$33.5M +$31.7M +587,250 +1,691%
PMG
62
ProVise Management Group
Florida
$32.7M +$1.26M +23,382 +4%
SC
63
Syon Capital
California
$28.3M +$695K +12,861 +3%
Cerity Partners
64
Cerity Partners
New York
$27.9M +$26.2M +483,973 +1,452%
PJSIMP
65
P.J. Schmidt Investment Management (PJS)
Wisconsin
$27.7M -$152K -2,814 -0.5%
FPGK
66
Financial Partners Group (Kansas)
Kansas
$25.8M +$766K +14,164 +3%
JP Morgan Chase
67
JP Morgan Chase
New York
$25.6M +$8.87M +164,156 +53%
Osaic Holdings
68
Osaic Holdings
Arizona
$24.3M -$17.1M -316,831 -41%
HW
69
Hancock Whitney
Mississippi
$23.5M -$226K -4,189 -1%
B
70
Birchbrook
Maine
$23.2M +$1.49M +27,621 +7%
GWM
71
GDS Wealth Management
Texas
$23.1M -$790K -14,621 -3%
AFG
72
Arkansas Financial Group
Arkansas
$22M +$4.65M +85,985 +27%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$21.9M +$1.98M +36,539 +10%
BDF
74
Black Diamond Financial
Maryland
$21.5M +$1.1M +20,399 +5%
AWE
75
Avidian Wealth Enterprises
Texas
$21M +$540K +9,997 +3%