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iShares 10+ Year Investment Grade Corporate Bond ETF

206 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, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-8
Holders Change %
-3.74%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
25
Increased
69
Reduced
88
Closed
28
Calls
$3.75M
Puts
$2.65M
Net Calls
+$1.1M
Net Calls Change
+$924K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
101
FDx Advisors
Illinois
$778K -$9.74K -194 -1%
FPAS
102
Focus Partners Advisor Solutions
Missouri
$730K +$3.21K +64 +0.4%
DLCIG
103
D.L. Carlson Investment Group
New Hampshire
$717K -$753K -15,000 -51%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$705K -$282K -5,609 -29%
PAS
105
Park Avenue Securities
New York
$704K -$574K -11,442 -45%
HF
106
HRT Financial
New York
$660K +$660K +13,160 New
AWM
107
AE Wealth Management
Kansas
$638K -$24.6K -489 -4%
PFS
108
Prospera Financial Services
Texas
$561K -$187K -3,719 -25%
DC
109
Destiny Capital
Colorado
$524K -$39.7K -791 -7%
FFS
110
Founders Financial Securities
Maryland
$491K +$81.9K +1,632 +20%
MSR
111
Main Street Research
Connecticut
$475K +$148K +2,949 +45%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$474K +$127K +2,529 +37%
GM
113
GeoWealth Management
Illinois
$453K -$464K -9,232 -51%
OP
114
ORG Partners
Indiana
$413K -$331K -6,590 -45%
MW
115
Maia Wealth
Colorado
$410K +$410K +8,175 New
SFG
116
Sovereign Financial Group
Connecticut
$408K +$31.5K +627 +8%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$392K +$326K +6,502 +498%
NB
118
NBT Bank
New York
$389K
SAS
119
Sage Advisory Services
Texas
$387K +$4.46K +89 +1%
SPIA
120
Steward Partners Investment Advisory
New York
$381K -$16.1K -320 -4%
EPP
121
ETF Portfolio Partners
Kansas
$358K +$358K +7,130 New
KPWS
122
Kestra Private Wealth Services
Texas
$356K -$86.8K -1,728 -20%
SC
123
Savant Capital
Illinois
$353K -$429K -8,539 -55%
PG
124
Patten Group
Tennessee
$349K -$67.3K -1,341 -16%
Goldman Sachs
125
Goldman Sachs
New York
$349K -$1.62M -32,179 -82%