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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
TFA
351
Transamerica Financial Advisors
Florida
$3.47M
PFA
352
Perryman Financial Advisory
Texas
$3.46M
SFA
353
Sequoia Financial Advisors
Ohio
$3.44M
BAAM
354
Baker Avenue Asset Management
California
$3.43M
FTS
355
Fifth Third Securities
Ohio
$3.35M
ACP
356
Argyle Capital Partners
California
$3.34M
OIA
357
OneDigital Investment Advisors
Kansas
$3.32M
BCI
358
Brinker Capital Investments
Pennsylvania
$3.29M
JSAM
359
J. Safra Asset Management
New York
$3.27M
CA
360
Calton & Associates
Florida
$3.27M
ANTB
361
AMG National Trust Bank
Colorado
$3.26M
EWA
362
ERTS Wealth Advisors
Michigan
$3.24M
UBP
363
Union Bancaire Privee
Switzerland
$3.23M
CL
364
CVFG LLC
Indiana
$3.23M
GSWA
365
Good Steward Wealth Advisors
Tennessee
$3.23M
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$3.2M
FRA
367
Frank Rimerman Advisors
California
$3.19M
ACA
368
Anchor Capital Advisors
Massachusetts
$3.16M
JCM
369
Jacobi Capital Management
Pennsylvania
$3.12M
WA
370
Waverly Advisors
Alabama
$3.12M
SFG
371
Seamount Financial Group
Colorado
$3.08M
JHC
372
J. Hagan Capital
Kentucky
$3.06M
CFG
373
Capital Financial Group
Colorado
$3.06M
CB
374
Commerce Bank
Missouri
$3M
TCM
375
TT Capital Management
California
$2.93M