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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,128 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 173 funds opening new positions, 437 increasing their positions, 361 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 funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.47% more ownership

Funds ownership: 96.71%101.17% (+4.5%)

2% more capital invested

Capital invested by funds: $30.1B → $30.8B (+$751M)

21% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $4.87B

Holders
1,128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
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
MFG
301
Midwest Financial Group
Kansas
$5.33M
CCM
302
Crabel Capital Management
California
$5.31M
ISWM
303
Independent Solutions Wealth Management
New York
$5.21M
FFS
304
Founders Financial Securities
Maryland
$5.15M
JIR
305
James Investment Research
Ohio
$5.08M
TF
306
TME Financial
California
$5.01M
CA
307
CoreCap Advisors
Michigan
$5.01M
WAM
308
Worth Asset Management
Texas
$5M
EL
309
EQ LLC
Washington
$4.9M
CM
310
Cornerstone Management
Georgia
$4.87M
ASN
311
Advisory Services Network
Georgia
$4.84M
BHWM
312
Bar Harbor Wealth Management
New Hampshire
$4.81M
YDMI
313
Y.D. More Investments
Israel
$4.72M
TPW
314
Turn8 Private Wealth
$4.58M
JWBC
315
J.W. Burns & Co
New York
$4.53M
Loomis, Sayles & Company
316
Loomis, Sayles & Company
Massachusetts
$4.51M
LWA
317
Lantern Wealth Advisors
New York
$4.5M
CWP
318
Corepath Wealth Partners
Arizona
$4.48M
GTWM
319
Global Trust Wealth Management
Florida
$4.46M
Janney Montgomery Scott
320
Janney Montgomery Scott
Pennsylvania
$4.46M
RWI
321
Red Wave Investments
Pennsylvania
$4.46M
Lido Advisors
322
Lido Advisors
California
$4.46M
JPLA
323
Joseph P. Lucia & Associates
New York
$4.4M
FCIM
324
Fairview Capital Investment Management
California
$4.36M
CFG
325
Citizens Financial Group
Rhode Island
$4.27M