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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,110 hedge funds and large institutions have $30.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 434 increasing their positions, 359 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4.32% more ownership

Funds ownership: 96.71%101.03% (+4.3%)

2% more capital invested

Capital invested by funds: $30.1B → $30.8B (+$703M)

21% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $4.87B

Holders
1,110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85B
Puts
$4.87B
Net Calls
Net Calls Change

Top Buyers

1 +$874M
2 +$735M
3 +$662M
4
Bank of America
Bank of America
North Carolina
+$429M
5
JP Morgan Chase
JP Morgan Chase
New York
+$355M

Top Sellers

1 -$876M
2 -$626M
3 -$452M
4
Goldman Sachs
Goldman Sachs
New York
-$386M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$324M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Chesapeake Wealth Management
Virginia
$8.06M
TPWM
252
Torrey-Payne Wealth Management
California
$7.88M
AFG
253
Atomi Financial Group
New York
$7.86M
WA
254
WBH Advisory
Maryland
$7.77M
PWM
255
Perigon Wealth Management
California
$7.72M
IIL
256
Income Insurance Ltd
$7.56M
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$7.44M
First Trust Advisors
258
First Trust Advisors
Illinois
$7.36M
FLPIM
259
F.L. Putnam Investment Management
Massachusetts
$7.25M
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$7.22M
LPT
261
Legacy Private Trust
Wisconsin
$7.2M
MA
262
Modus Advisors
Minnesota
$7.17M
M&T Bank
263
M&T Bank
New York
$7.16M
PRS
264
Pinkerton Retirement Specialists
Idaho
$7.12M
FFA
265
First Foundation Advisors
California
$7.1M
PCA
266
Providence Capital Advisors
North Carolina
$7.09M
Capstone Investment Advisors
267
Capstone Investment Advisors
New York
$7.05M
CFP
268
Curran Financial Partners
South Carolina
$7.02M
Bank of New York Mellon
269
Bank of New York Mellon
New York
$6.99M
Corient Private Wealth
270
Corient Private Wealth
Florida
$6.96M
MA
271
Mutual Advisors
Nebraska
$6.81M
BCWM
272
Ball & Co Wealth Management
Tennessee
$6.77M
FPW
273
Fairvoy Private Wealth
Alabama
$6.67M
1CP
274
1607 Capital Partners
Virginia
$6.65M
AB
275
Aozora Bank
Japan
$6.61M