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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.4B +$176M +3,251,521 +5%
Charles Schwab
2
Charles Schwab
California
$665M +$33.3M +615,719 +5%
Northern Trust
3
Northern Trust
Illinois
$626M +$36.9M +682,878 +6%
AssetMark Inc
4
AssetMark Inc
California
$398M +$23.1M +426,674 +6%
Morgan Stanley
5
Morgan Stanley
New York
$335M +$32.7M +605,490 +11%
Bank of America
6
Bank of America
North Carolina
$333M +$31.8M +587,587 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$330M -$77.9M -1,440,556 -19%
PP
8
Prudential plc
United Kingdom
$289M -$209M -3,875,810 -42%
OCM
9
One Capital Management
California
$285M +$15.4M +284,959 +6%
Legal & General Group
10
Legal & General Group
United Kingdom
$270M +$218M +4,029,704 +414%
Wells Fargo
11
Wells Fargo
California
$266M +$27.2M +503,383 +11%
Ameriprise
12
Ameriprise
Minnesota
$212M +$9.95M +184,095 +5%
UBS Group
13
UBS Group
Switzerland
$211M +$6.98M +129,061 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$193M -$703K -13,012 -0.4%
MMI
15
Matson Money Inc
Ohio
$186M +$7.04M +130,214 +4%
LPL Financial
16
LPL Financial
California
$170M +$45.6M +842,977 +36%
AC
17
Allstate Corporation
Illinois
$168M -$27.3M -505,316 -14%
Raymond James Financial
18
Raymond James Financial
Florida
$168M +$11.6M +215,003 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$157M -$12.4M -230,148 -7%
TPCW
20
TD Private Client Wealth
New York
$112M +$16.1M +297,436 +17%
AIM
21
Acropolis Investment Management
Missouri
$111M +$4.99M +92,227 +5%
BlackRock
22
BlackRock
New York
$108M -$213M -3,936,937 -66%
PHWA
23
Petersen Hastings Wealth Advisors
Washington
$102M +$102M +1,889,073 New
UCFA
24
United Capital Financial Advisors
Texas
$102M -$3.59M -66,452 -3%
Franklin Resources
25
Franklin Resources
California
$100M +$3.14M +58,024 +3%