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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,041 hedge funds and large institutions have $30.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 424 increasing their positions, 358 reducing their positions, and 79 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: $ → $

more funds holding

Funds holding:

1% less funds holding in top 10

Funds holding in top 10: 7877 (-1)

2.36% less ownership

Funds ownership: 99.06%96.71% (-2.4%)

47% less call options, than puts

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

Holders
1,041
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
SFA
301
Sequoia Financial Advisors
Ohio
$4.19M
SR
302
Syntax Research
Florida
$4.19M
PAS
303
PKS Advisory Services
New York
$4.1M
ASN
304
Advisory Services Network
Georgia
$4.05M
SC
305
Sagil Capital
United Kingdom
$4.04M
MAM
306
MMA Asset Management
Pennsylvania
$4.03M
Kovitz Investment Group Partners
307
Kovitz Investment Group Partners
Illinois
$4.02M
State Street
308
State Street
Massachusetts
$3.98M
SFS
309
Sowell Financial Services
Arkansas
$3.96M
ISWM
310
Independent Solutions Wealth Management
New York
$3.95M
WHG
311
Westwood Holdings Group
Texas
$3.93M
TF
312
TME Financial
California
$3.87M
JPLA
313
Joseph P. Lucia & Associates
New York
$3.81M
CWP
314
Corepath Wealth Partners
Arizona
$3.79M
SFG
315
SevenBridge Financial Group
Pennsylvania
$3.77M
HWMC
316
Heritage Wealth Management (California)
California
$3.77M
CA
317
CoreCap Advisors
Michigan
$3.72M
WFAG
318
Wescott Financial Advisory Group
Pennsylvania
$3.68M
LA
319
LWM Advisors
California
$3.65M
RA
320
RFG Advisory
Alabama
$3.64M
NS
321
NBC Securities
Alabama
$3.64M
AIP
322
Ameritas Investment Partners
Nebraska
$3.59M
FSC
323
Full Sail Capital
Oklahoma
$3.51M
P
324
&Partners
Tennessee
$3.49M
AWF
325
Alpha Wealth Funds
Utah
$3.47M