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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,026 hedge funds and large institutions have $30B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 417 increasing their positions, 355 reducing their positions, and 77 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

2.65% less ownership

Funds ownership: 99%96.35% (-2.6%)

4% less funds holding in top 10

Funds holding in top 10: 7875 (-3)

47% less call options, than puts

Call options by funds: $3.47B | Put options by funds: $6.49B

Holders
1,026
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.47B
Puts
$6.49B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWS
276
Rochester Wealth Strategies
Michigan
$5.23M
CNB
277
Camden National Bank
Maine
$5.18M
SWA
278
Sax Wealth Advisors
New Jersey
$5.17M
PWM
279
Pines Wealth Management
North Carolina
$5.16M
BHWM
280
Bar Harbor Wealth Management
New Hampshire
$5.01M
TPW
281
Turn8 Private Wealth
$4.79M
BPA
282
Beacon Pointe Advisors
California
$4.78M
CM
283
Cornerstone Management
Georgia
$4.77M
RWI
284
Red Wave Investments
Pennsylvania
$4.76M
ACA
285
Aptus Capital Advisors
Alabama
$4.75M
SS
286
SBI Securities
Japan
$4.73M
JIR
287
James Investment Research
Ohio
$4.71M
RC
288
Rovin Capital
Arizona
$4.68M
LWA
289
Lantern Wealth Advisors
New York
$4.47M
Loomis, Sayles & Company
290
Loomis, Sayles & Company
Massachusetts
$4.46M
FCIM
291
Fairview Capital Investment Management
California
$4.43M
JWBC
292
J.W. Burns & Co
New York
$4.4M
FFS
293
Founders Financial Securities
Maryland
$4.39M
SNWA
294
Siligmueller & Norvid Wealth Advisors
Illinois
$4.38M
WAM
295
Worth Asset Management
Texas
$4.35M
BPWM
296
BCS Private Wealth Management
New Jersey
$4.25M
SFA
297
Sequoia Financial Advisors
Ohio
$4.19M
SR
298
Syntax Research
Florida
$4.19M
PAS
299
PKS Advisory Services
New York
$4.1M
ASN
300
Advisory Services Network
Georgia
$4.05M