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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
NS
351
NBC Securities
Alabama
$3.54M
BCM
352
Brookstone Capital Management
Illinois
$3.53M
State Street
353
State Street
Massachusetts
$3.52M
MAG
354
Mokosak Advisory Group
Iowa
$3.5M
TFA
355
Transamerica Financial Advisors
Florida
$3.47M
PFA
356
Perryman Financial Advisory
Texas
$3.46M
SFA
357
Sequoia Financial Advisors
Ohio
$3.44M
BAAM
358
Baker Avenue Asset Management
California
$3.43M
FTS
359
Fifth Third Securities
Ohio
$3.35M
ACP
360
Argyle Capital Partners
California
$3.34M
OIA
361
OneDigital Investment Advisors
Kansas
$3.32M
BCI
362
Brinker Capital Investments
Pennsylvania
$3.29M
JSAM
363
J. Safra Asset Management
New York
$3.27M
CA
364
Calton & Associates
Florida
$3.27M
ANTB
365
AMG National Trust Bank
Colorado
$3.26M
EWA
366
ERTS Wealth Advisors
Michigan
$3.24M
UBP
367
Union Bancaire Privee
Switzerland
$3.23M
CL
368
CVFG LLC
Indiana
$3.23M
GSWA
369
Good Steward Wealth Advisors
Tennessee
$3.23M
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$3.2M
FRA
371
Frank Rimerman Advisors
California
$3.19M
ACA
372
Anchor Capital Advisors
Massachusetts
$3.16M
JCM
373
Jacobi Capital Management
Pennsylvania
$3.12M
WA
374
Waverly Advisors
Alabama
$3.12M
SFG
375
Seamount Financial Group
Colorado
$3.08M