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iShares 10+ Year Investment Grade Corporate Bond ETF

213 hedge funds and large institutions have $1.82B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 90 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $881K

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

41% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 64

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $1.67B → $1.82B (+$156M)

1% more funds holding

Funds holding: 211213 (+2)

123.54% less ownership

Funds ownership: 193.93%70.38% (-124%)

Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
2.8%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
28
Increased
90
Reduced
64
Closed
20
Calls
$3.85M
Puts
$881K
Net Calls
+$2.97M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$19.1M -$515K -10,208 -3%
MPW
27
MA Private Wealth
California
$18.7M +$393K +7,792 +2%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$18M -$60.5K -1,200 -0.3%
Truist Financial
29
Truist Financial
North Carolina
$16.1M +$217K +4,304 +1%
FEG
30
Fund Evaluation Group
Ohio
$15.3M +$4.78M +94,895 +47%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$15.3M +$598K +11,866 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$14.3M -$104K -2,065 -0.7%
Betterment LLC
33
Betterment LLC
New York
$12M -$1.75M -34,784 -13%
MFWM
34
Motley Fool Wealth Management
Virginia
$11.9M -$1.22M -24,133 -9%
MML Investors Services
35
MML Investors Services
Massachusetts
$11.8M +$217K +4,314 +2%
KFAA
36
Klaas Financial Asset Advisors
Illinois
$11.5M +$188K +3,720 +2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$10.6M +$482K +9,557 +5%
IWC
38
Integrated Wealth Concepts
Massachusetts
$10.6M +$3.71M +73,625 +56%
EFM
39
Eley Financial Management
Vermont
$10.3M +$275K +5,460 +3%
RFC
40
Regions Financial Corp
Alabama
$8.27M +$19.2K +381 +0.2%
Capstone Investment Advisors
41
Capstone Investment Advisors
New York
$8.22M +$8.04M +159,501 New
RCM
42
Rivernorth Capital Management
Florida
$7.98M +$7.81M +154,866 New
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$7.79M +$1.17M +23,198 +18%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$7.64M -$410K -8,133 -5%
CFG
45
Cosner Financial Group
Colorado
$7.51M +$1.04M +20,669 +17%
KeyBank National Association
46
KeyBank National Association
Ohio
$7.43M -$507K -10,065 -7%
WAS
47
WESPAC Advisors SoCal
California
$7.4M -$2.6M -51,528 -26%
MWM
48
Mittelman Wealth Management
Massachusetts
$7.33M +$17.1K +339 +0.2%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$6.36M +$306K +6,073 +5%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$5.51M +$261K +5,182 +5%