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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
CIP
151
Capital Insight Partners
Arizona
$7.66M -$1.21M -22,363 -14%
Creative Planning
152
Creative Planning
Kansas
$7.61M +$198K +3,670 +3%
PWP
153
Prasad Wealth Partners
Ohio
$7.53M +$2.37M +43,927 +46%
DWM
154
Destination Wealth Management
California
$7.32M +$311K +5,758 +4%
SSWM
155
Smith Salley Wealth Management
North Carolina
$7.28M +$152K +2,821 +2%
SI
156
Stephens Inc
Arkansas
$7.28M -$131K -2,426 -2%
Man Group
157
Man Group
United Kingdom
$7.27M +$1.55M +28,717 +27%
OBWG
158
Onyx Bridge Wealth Group
New York
$7.11M +$5.83M +107,848 +447%
DC
159
Darrow Company
Massachusetts
$7.07M +$467K +8,636 +7%
IWA
160
Invera Wealth Advisors
Oregon
$7M +$269K +4,971 +4%
EWS
161
Evergreen Wealth Solutions
Pennsylvania
$6.96M +$6.99M +129,251 New
NMG
162
New Millennium Group
Utah
$6.76M +$417K +7,710 +7%
HWAM
163
Hennion & Walsh Asset Management
New Jersey
$6.72M +$288K +5,332 +4%
JC
164
JB Capital
Connecticut
$6.58M +$446K +8,257 +7%
BW
165
Balance Wealth
Ohio
$6.43M -$4.81M -88,998 -43%
PIMG
166
Patriot Investment Management Group
Tennessee
$6.27M +$527K +9,743 +9%
WPW
167
Winthrop Partners - WNY
New York
$6.14M +$6.16M +113,924 New
TPW
168
Transatlantique Private Wealth
New York
$6.11M +$861K +15,930 +16%
GIM
169
Goelzer Investment Management
Indiana
$6.07M +$19.2K +356 +0.3%
HHRDM
170
H&H Retirement Design & Management
Nevada
$5.83M +$216K +3,987 +4%
KAS
171
Kestra Advisory Services
Texas
$5.82M +$450K +8,319 +8%
HCP
172
Holt Capital Partners
Texas
$5.79M +$470K +8,698 +9%
CCA
173
Checchi Capital Advisers
California
$5.64M -$48.2K -892 -0.8%
FFA
174
Farther Finance Advisors
California
$5.58M +$133K +2,452 +2%
CSB
175
City State Bank
Iowa
$5.44M +$228K +4,225 +4%