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iShares 10+ Year Investment Grade Corporate Bond ETF

233 hedge funds and large institutions have $2.05B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

66% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 59

12% more capital invested

Capital invested by funds: $1.82B → $2.05B (+$226M)

9% more funds holding

Funds holding: 213233 (+20)

3.72% more ownership

Funds ownership: 70.38%74.1% (+3.7%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
233
Holders Change
+20
Holders Change %
+9.39%
% of All Funds
2.83%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
39
Increased
98
Reduced
59
Closed
18
Calls
$2.65M
Puts
Net Calls
+$2.65M
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$973K +$211K +4,110 +27%
PSB
102
Passumpsic Savings Bank
Vermont
$967K +$983K +19,168 New
JIR
103
James Investment Research
Ohio
$954K -$20.4K -398 -2%
TI
104
TrueMark Investments
Illinois
$935K +$23.1K +451 +2%
UCFA
105
United Capital Financial Advisors
Texas
$907K +$21.5K +420 +2%
BCP
106
Berkeley Capital Partners
Georgia
$901K -$19.5K -381 -2%
PAS
107
Park Avenue Securities
New York
$875K +$70.4K +1,373 +9%
MAM
108
Milestone Asset Management
Pennsylvania
$875K +$28K +547 +3%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$835K +$57.4K +1,120 +7%
MSR
110
Main Street Research
Connecticut
$804K +$91.1K +1,776 +13%
FFA
111
Farther Finance Advisors
California
$732K +$512K +9,979 +220%
DZ Bank
112
DZ Bank
Germany
$722K -$218K -4,253 -23%
AIC
113
Archer Investment Corporation
Indiana
$715K +$701K +13,665 +2,744%
AIA
114
AssuredPartners Investment Advisors
Florida
$714K +$501K +9,763 +223%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$704K -$209K -4,086 -23%
FA
116
FDx Advisors
Illinois
$697K -$9.18K -179 -1%
AWM
117
AE Wealth Management
Kansas
$638K +$4.36K +85 +0.7%
AAS
118
Ameritas Advisory Services
Nebraska
$634K +$642K +12,517 +29,802%
FPAS
119
Focus Partners Advisor Solutions
Missouri
$608K -$696K -13,570 -53%
WA
120
Winter & Associates
Minnesota
$608K +$618K +12,059 New
VFPW
121
Vantage Financial Partners (Wisconsin)
Wisconsin
$602K +$6.77K +132 +1%
P
122
&Partners
Tennessee
$598K +$291K +5,680 +92%
SA
123
Sage Advisors
Colorado
$568K +$578K +11,267 New
PFS
124
Prospera Financial Services
Texas
$559K +$11.7K +228 +2%
KPWS
125
Kestra Private Wealth Services
Texas
$534K -$431K -8,397 -44%