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iShares 10+ Year Investment Grade Corporate Bond ETF

207 hedge funds and large institutions have $1.66B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

15% less capital invested

Capital invested by funds: $1.95B → $1.66B (-$286M)

22% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 89

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
207
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.75M
Puts
$2.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$14.3M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$14.1M
Betterment LLC
28
Betterment LLC
New York
$13.4M
MFWM
29
Motley Fool Wealth Management
Virginia
$12.8M
MML Investors Services
30
MML Investors Services
Massachusetts
$11.3M
KFAA
31
Klaas Financial Asset Advisors
Illinois
$11M
FEG
32
Fund Evaluation Group
Ohio
$10.2M
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$9.85M
WAS
34
WESPAC Advisors SoCal
California
$9.79M
EFM
35
Eley Financial Management
Vermont
$9.79M
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$8.24M
RFC
37
Regions Financial Corp
Alabama
$8.04M
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$7.85M
KeyBank National Association
39
KeyBank National Association
Ohio
$7.75M
MWM
40
Mittelman Wealth Management
Massachusetts
$7.13M
IWC
41
Integrated Wealth Concepts
Massachusetts
$6.59M
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$6.42M
CWA
43
Carolina Wealth Advisors
South Carolina
$6.37M
CWM
44
Congress Wealth Management
Massachusetts
$6.31M
CFG
45
Cosner Financial Group
Colorado
$6.28M
SW
46
SlateStone Wealth
Florida
$6.22M
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$5.89M
OBWG
48
Onyx Bridge Wealth Group
New York
$5.89M
Citadel Advisors
49
Citadel Advisors
Florida
$5.31M
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$5.11M