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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 %
PCIA
101
Prime Capital Investment Advisors
Kansas
$11.4M -$23.3M -437,588 -67%
Lido Advisors
102
Lido Advisors
California
$11.2M +$8.63M +162,033 +337%
B
103
Bailard
California
$10.9M +$1.52M +28,547 +16%
SPIA
104
Steward Partners Investment Advisory
New York
$10.7M +$1.27M +23,905 +14%
CPSC
105
Carl P. Sherr & Co
Massachusetts
$10.3M -$304K -5,703 -3%
DLCIG
106
D.L. Carlson Investment Group
New Hampshire
$10.3M +$4.1M +76,923 +66%
WIA
107
World Investment Advisors
California
$10.1M -$177K -3,323 -2%
AWA
108
Adapt Wealth Advisors
Georgia
$10.1M +$255K +4,789 +3%
MFG
109
Mendota Financial Group
Wisconsin
$10.1M +$879K +16,503 +10%
PF
110
Phoenix Financial
Israel
$10.1M -$90.4K -1,698 -0.9%
LSIA
111
LaSalle St. Investment Advisors
Illinois
$10M -$322K -6,036 -3%
WAS
112
WESPAC Advisors SoCal
California
$9.98M -$3.81M -71,481 -28%
CPIG
113
Chicago Partners Investment Group
Illinois
$9.9M -$1.44M -27,206 -13%
CGFA
114
Colton Groome Financial Advisors
North Carolina
$9.83M +$1.25M +23,392 +15%
AFG
115
Atomi Financial Group
New York
$9.82M +$2.22M +41,707 +29%
BFC
116
Blue Fin Capital
Rhode Island
$9.66M +$9.66M +181,330 New
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$9.6M -$3.12M -58,626 -25%
JE
118
JMAC Enterprises
Pennsylvania
$9.59M +$984K +18,468 +11%
MWM
119
Modern Wealth Management
Kansas
$9.49M +$9.49M +178,163 New
SB
120
Semitam Bonam
New York
$9.45M +$9.45M +177,329 New
AC
121
Asio Capital
Kentucky
$9.4M +$3.28M +61,501 +54%
TFA
122
TPG Financial Advisors
Oregon
$9.3M +$1.33M +24,983 +17%
MA
123
Mutual Advisors
Nebraska
$9.29M +$1.3M +24,505 +16%
FA
124
Freestate Advisors
Kansas
$9.2M -$819K -15,369 -8%
CIP
125
Capital Insight Partners
Arizona
$9.1M -$1.58M -29,683 -15%