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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 84 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

58% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 53

3% more funds holding

Funds holding: 666689 (+23)

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
+23
Holders Change %
+3.45%
% 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
84
Increased
307
Reduced
185
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
126
NorthRock Partners
Minnesota
$10.3M +$2.32M +42,890 +29%
A
127
Alongside
Texas
$10.3M +$10.3M +190,826 New
SB
128
Semitam Bonam
New York
$10.2M +$445K +8,228 +5%
AFWM
129
AMJ Financial Wealth Management
Virginia
$10.1M +$186K +3,432 +2%
NGA
130
Naples Global Advisors
Florida
$9.89M +$3.93M +72,722 +66%
LSIA
131
LaSalle St. Investment Advisors
Illinois
$9.76M -$87.1K -1,611 -0.9%
HWP
132
Highline Wealth Partners
California
$9.65M +$2.96M +54,792 +44%
FA
133
Freestate Advisors
Kansas
$9.62M +$156K +2,880 +2%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$9.38M +$2.14M +39,616 +29%
FAT
135
First American Trust
California
$9.32M +$855K +15,809 +10%
TF
136
Theory Financial
Colorado
$9.19M -$494K -9,145 -5%
Kovitz Investment Group Partners
137
Kovitz Investment Group Partners
Illinois
$9.18M -$41.6M -770,059 -82%
BMCM
138
Burns Matteson Capital Management
New York
$9.01M +$3.41M +63,135 +61%
R
139
Rebalance
California
$8.9M +$164K +3,028 +2%
DC
140
Davenport & Co
Virginia
$8.74M +$311K +5,755 +4%
GFG
141
Goldstone Financial Group
Illinois
$8.47M +$295K +5,454 +4%
AC
142
Asio Capital
Kentucky
$8.37M +$237K +4,393 +3%
PAG
143
Private Advisor Group
New Jersey
$8.36M -$558K -10,318 -6%
CA
144
CoreCap Advisors
Michigan
$8.25M +$3.22M +59,573 +64%
AIM
145
Aspen Investment Management
Michigan
$8.11M +$315K +5,823 +4%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$8.05M -$8.05M -148,882 -50%
LG
147
Leuthold Group
Minnesota
$8.01M -$219K -4,055 -3%
Betterment LLC
148
Betterment LLC
New York
$7.92M +$1.19M +22,001 +18%
OC
149
Oppenheimer & Co
New York
$7.91M +$302K +5,596 +4%
PF
150
Phoenix Financial
Israel
$7.86M -$2.61M -48,196 -25%