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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
SC
301
Sagil Capital
United Kingdom
$4.04M
MAM
302
MMA Asset Management
Pennsylvania
$4.03M
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$4.02M
State Street
304
State Street
Massachusetts
$3.98M
SFS
305
Sowell Financial Services
Arkansas
$3.96M
ISWM
306
Independent Solutions Wealth Management
New York
$3.95M
WHG
307
Westwood Holdings Group
Texas
$3.93M
TF
308
TME Financial
California
$3.87M
JPLA
309
Joseph P. Lucia & Associates
New York
$3.81M
CWP
310
Corepath Wealth Partners
Arizona
$3.79M
SFG
311
SevenBridge Financial Group
Pennsylvania
$3.77M
HWMC
312
Heritage Wealth Management (California)
California
$3.77M
CA
313
CoreCap Advisors
Michigan
$3.72M
WFAG
314
Wescott Financial Advisory Group
Pennsylvania
$3.68M
LA
315
LWM Advisors
California
$3.65M
RA
316
RFG Advisory
Alabama
$3.64M
NS
317
NBC Securities
Alabama
$3.64M
AIP
318
Ameritas Investment Partners
Nebraska
$3.59M
FSC
319
Full Sail Capital
Oklahoma
$3.51M
P
320
&Partners
Tennessee
$3.49M
AWF
321
Alpha Wealth Funds
Utah
$3.47M
WA
322
Waverly Advisors
Alabama
$3.45M
TF
323
Tompkins Financial
New York
$3.4M
FPW
324
Flagship Private Wealth
Massachusetts
$3.38M
TFA
325
Transamerica Financial Advisors
Florida
$3.38M