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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$930K +$516K +10,228 +131%
UCFA
102
United Capital Financial Advisors
Texas
$905K -$43.8K -868 -5%
MAM
103
Milestone Asset Management
Pennsylvania
$866K +$847K +16,796 New
RF
104
RHS Financial
California
$857K -$64.4K -1,278 -7%
PAS
105
Park Avenue Securities
New York
$823K +$97.8K +1,939 +14%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$795K +$70.4K +1,397 +10%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$782K +$289K +5,725 +61%
DLCIG
108
D.L. Carlson Investment Group
New Hampshire
$736K
MSR
109
Main Street Research
Connecticut
$730K +$238K +4,711 +50%
FA
110
FDx Advisors
Illinois
$719K -$76.2K -1,511 -10%
AWM
111
AE Wealth Management
Kansas
$647K -$7.36K -146 -1%
FTUS
112
Flow Traders U.S.
New York
$622K -$1.01M -20,040 -62%
TCM
113
Thoma Capital Management
Maryland
$614K +$59K +1,171 +11%
VFPW
114
Vantage Financial Partners (Wisconsin)
Wisconsin
$609K -$342K -6,790 -37%
OBWG
115
Onyx Bridge Wealth Group
New York
$578K -$5.34M -105,995 -90%
PFS
116
Prospera Financial Services
Texas
$559K -$16.6K -330 -3%
FFS
117
Founders Financial Securities
Maryland
$505K +$1.51K +30 +0.3%
SA
118
Sanctuary Advisors
Indiana
$498K +$118K +2,335 +32%
OP
119
ORG Partners
Indiana
$422K -$1.01K -20 -0.2%
SFG
120
Sovereign Financial Group
Connecticut
$405K -$13.7K -272 -3%
SPIA
121
Steward Partners Investment Advisory
New York
$404K +$12.6K +250 +3%
NB
122
NBT Bank
New York
$400K
KF
123
KKM Financial
Illinois
$382K +$126K +2,500 +51%
VA
124
Valmark Advisers
Ohio
$373K -$522K -10,346 -59%
DC
125
Destiny Capital
Colorado
$372K -$162K -3,217 -31%