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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
Vontobel Holding
276
Vontobel Holding
Switzerland
$6.59M
DJYG
277
David J. Yvars Group
Florida
$6.57M
VAG
278
VisionPoint Advisory Group
Texas
$6.49M
BPWM
279
BCS Private Wealth Management
New Jersey
$6.48M
EPIME
280
Evelyn Partners Investment Management (Europe)
$6.44M
SP
281
Sherman Porfolios
Idaho
$6.41M
SR
282
Syntax Research
Florida
$6.36M
WC
283
Waterloo Capital
Texas
$6.31M
WF
284
Welch & Forbes
Massachusetts
$6.23M
TFP
285
Townsend Financial Planning
Kentucky
$6.2M
EWA
286
Exencial Wealth Advisors
Oklahoma
$6.16M
KGP
287
Keystone Global Partners
Colorado
$6.15M
SWA
288
Sax Wealth Advisors
New Jersey
$5.71M
NW
289
NewEdge Wealth
Pennsylvania
$5.62M
SS
290
SBI Securities
Japan
$5.6M
RWS
291
Rochester Wealth Strategies
Michigan
$5.53M
AWF
292
Alpha Wealth Funds
Utah
$5.52M
MFG
293
Merit Financial Group
Georgia
$5.44M
RWP
294
RWA Wealth Partners
Massachusetts
$5.43M
CNB
295
Camden National Bank
Maine
$5.4M
BCP
296
Blackhawk Capital Partners
Wisconsin
$5.36M
PWM
297
Pines Wealth Management
North Carolina
$5.35M
ACA
298
Aptus Capital Advisors
Alabama
$5.34M
MFG
299
Midwest Financial Group
Kansas
$5.33M
CCM
300
Crabel Capital Management
California
$5.31M