LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,038 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, 422 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: $ → $

less funds holding

Funds holding:

2.55% less ownership

Funds ownership: 99.06%96.51% (-2.6%)

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

47% less call options, than puts

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

Holders
1,038
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
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
SR
301
Syntax Research
Florida
$4.19M
PAS
302
PKS Advisory Services
New York
$4.1M
ASN
303
Advisory Services Network
Georgia
$4.05M
SC
304
Sagil Capital
United Kingdom
$4.04M
MAM
305
MMA Asset Management
Pennsylvania
$4.03M
Kovitz Investment Group Partners
306
Kovitz Investment Group Partners
Illinois
$4.02M
State Street
307
State Street
Massachusetts
$3.98M
SFS
308
Sowell Financial Services
Arkansas
$3.96M
ISWM
309
Independent Solutions Wealth Management
New York
$3.95M
WHG
310
Westwood Holdings Group
Texas
$3.93M
TF
311
TME Financial
California
$3.87M
JPLA
312
Joseph P. Lucia & Associates
New York
$3.81M
CWP
313
Corepath Wealth Partners
Arizona
$3.79M
SFG
314
SevenBridge Financial Group
Pennsylvania
$3.77M
HWMC
315
Heritage Wealth Management (California)
California
$3.77M
CA
316
CoreCap Advisors
Michigan
$3.72M
WFAG
317
Wescott Financial Advisory Group
Pennsylvania
$3.68M
LA
318
LWM Advisors
California
$3.65M
RA
319
RFG Advisory
Alabama
$3.64M
NS
320
NBC Securities
Alabama
$3.64M
AIP
321
Ameritas Investment Partners
Nebraska
$3.59M
FSC
322
Full Sail Capital
Oklahoma
$3.51M
P
323
&Partners
Tennessee
$3.49M
AWF
324
Alpha Wealth Funds
Utah
$3.47M
WA
325
Waverly Advisors
Alabama
$3.45M