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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
BP
76
BCK Partners
New York
$20.7M +$512K +9,474 +3%
AWM
77
Ameliora Wealth Management
Switzerland
$20.5M +$2.26M +41,827 +12%
CWP
78
Cyndeo Wealth Partners
Florida
$19.3M +$601K +11,122 +3%
SWG
79
Summit Wealth Group
Vermont
$19.3M +$473K +8,742 +3%
PG
80
Proffitt & Goodson
Tennessee
$19.2M +$428K +7,923 +2%
Lido Advisors
81
Lido Advisors
California
$19.1M +$5.19K +96 +0%
MML Investors Services
82
MML Investors Services
Massachusetts
$18.9M +$4.31M +79,703 +29%
ACM
83
Advisors Capital Management
New Jersey
$18.3M +$1.2M +22,164 +7%
DIP
84
DT Investment Partners
Pennsylvania
$17.7M -$3.15M -58,206 -15%
Capstone Investment Advisors
85
Capstone Investment Advisors
New York
$17.6M +$2.91M +53,900 +20%
SPC
86
Sigma Planning Corp
Michigan
$17.6M +$474K +8,767 +3%
Legacy Financial Group (Iowa)
87
Legacy Financial Group (Iowa)
Iowa
$17.1M -$1.71M -31,713 -9%
PCG
88
Prosperity Consulting Group
Maryland
$16.8M +$299K +5,532 +2%
RC
89
Roundview Capital
New Jersey
$16.7M +$1.1M +20,331 +7%
Deutsche Bank
90
Deutsche Bank
Germany
$16.7M
Mariner
91
Mariner
Kansas
$16.1M +$244K +4,515 +2%
B
92
Bailard
California
$15.8M +$1.15M +21,190 +8%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$15.8M -$836K -15,460 -5%
AWA
94
Adapt Wealth Advisors
Georgia
$15.3M +$830K +15,354 +6%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$15.1M -$5.35K -99 -0%
SWP
96
Summit Wealth Partners
Florida
$14.3M +$56.3K +1,041 +0.4%
Sumitomo Mitsui Trust Group
97
Sumitomo Mitsui Trust Group
Japan
$14.2M -$17.4M -322,000 -55%
BHWM
98
Bar Harbor Wealth Management
New Hampshire
$14.2M -$267K -4,942 -2%
CM
99
Castleark Management
Illinois
$14M
GGS
100
Galvin Gaustad & Stein
Arizona
$13.9M -$706K -13,054 -5%