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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
ISWM
301
Independent Solutions Wealth Management
New York
$5.21M
FFS
302
Founders Financial Securities
Maryland
$5.15M
JIR
303
James Investment Research
Ohio
$5.08M
TF
304
TME Financial
California
$5.01M
CA
305
CoreCap Advisors
Michigan
$5.01M
WAM
306
Worth Asset Management
Texas
$5M
EL
307
EQ LLC
Washington
$4.9M
CM
308
Cornerstone Management
Georgia
$4.87M
ASN
309
Advisory Services Network
Georgia
$4.84M
BHWM
310
Bar Harbor Wealth Management
New Hampshire
$4.81M
YDMI
311
Y.D. More Investments
Israel
$4.72M
TPW
312
Turn8 Private Wealth
$4.58M
JWBC
313
J.W. Burns & Co
New York
$4.53M
Loomis, Sayles & Company
314
Loomis, Sayles & Company
Massachusetts
$4.51M
LWA
315
Lantern Wealth Advisors
New York
$4.5M
CWP
316
Corepath Wealth Partners
Arizona
$4.48M
GTWM
317
Global Trust Wealth Management
Florida
$4.46M
Janney Montgomery Scott
318
Janney Montgomery Scott
Pennsylvania
$4.46M
RWI
319
Red Wave Investments
Pennsylvania
$4.46M
Lido Advisors
320
Lido Advisors
California
$4.46M
JPLA
321
Joseph P. Lucia & Associates
New York
$4.4M
FCIM
322
Fairview Capital Investment Management
California
$4.36M
CFG
323
Citizens Financial Group
Rhode Island
$4.27M
BAM
324
Broyhill Asset Management
North Carolina
$4.24M
MAM
325
MMA Asset Management
Pennsylvania
$4.18M