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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,095 hedge funds and large institutions have $33.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 444 increasing their positions, 383 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.6% more ownership

Funds ownership: 101.27%122.86% (+22%)

16% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 383

9% more capital invested

Capital invested by funds: $30.9B → $33.6B (+$2.78B)

4% less funds holding

Funds holding: 1,1431,095 (-48)

6% less funds holding in top 10

Funds holding in top 10: 9488 (-6)

22% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 118

37% less call options, than puts

Call options by funds: $4.86B | Put options by funds: $7.77B

Holders
1,095
Holders Change
-48
Holders Change %
-4.2%
% of All Funds
13.49%
Holding in Top 10
88
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.38%
% of All Funds
1.08%
New
92
Increased
444
Reduced
383
Closed
118
Calls
$4.86B
Puts
$7.77B
Net Calls
-$2.91B
Net Calls Change
-$1.89B
Name Holding Trade Value Shares
Change
Change in
Stake
VIS
301
Vertex Investment Solutions
$4.34M -$10.2M -92,100 -70%
FCIM
302
Fairview Capital Investment Management
California
$4.2M -$117K -1,062 -3%
P
303
&Partners
Tennessee
$4.11M +$30.8K +279 +0.7%
SFS
304
Sowell Financial Services
Arkansas
$4.1M +$119K +1,076 +3%
BAM
305
Broyhill Asset Management
North Carolina
$4.09M -$106K -960 -2%
IAN
306
Integrated Advisors Network
Texas
$4.09M -$4.08M -36,996 -50%
HWMC
307
Heritage Wealth Management (California)
California
$4.01M +$179K +1,625 +5%
SFA
308
Sequoia Financial Advisors
Ohio
$3.99M +$594K +5,392 +17%
SIA
309
Sage Investment Advisers
New York
$3.95M +$259K +2,348 +7%
SC
310
Sagil Capital
United Kingdom
$3.95M
EWA
311
ERTS Wealth Advisors
Michigan
$3.89M +$701K +6,357 +22%
PAS
312
PKS Advisory Services
New York
$3.85M -$104K -941 -3%
NA
313
Note Advisors
New York
$3.81M +$169K +1,534 +5%
EH
314
Equitable Holdings
New York
$3.78M -$32.3M -293,361 -90%
FPW
315
Flagship Private Wealth
Massachusetts
$3.74M +$96.5K +875 +3%
YDMI
316
Y.D. More Investments
Israel
$3.73M -$950K -8,614 -20%
SFG
317
SevenBridge Financial Group
Pennsylvania
$3.73M +$45.1K +409 +1%
TFA
318
Transamerica Financial Advisors
Florida
$3.71M +$280K +2,543 +8%
LA
319
LWM Advisors
California
$3.7M +$117K +1,061 +3%
Bank of New York Mellon
320
Bank of New York Mellon
New York
$3.7M -$3.25M -29,504 -47%
PUI
321
Purpose Unlimited Inc
$3.68M
JHC
322
J. Hagan Capital
Kentucky
$3.67M +$647K +5,868 +21%
National Bank of Canada
323
National Bank of Canada
Quebec, Canada
$3.66M +$1.5M +13,638 +68%
G
324
Gainplan
Michigan
$3.62M +$3.67M +33,249 New
BAAM
325
Baker Avenue Asset Management
California
$3.62M +$232K +2,100 +7%