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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,086 hedge funds and large institutions have $33.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 443 increasing their positions, 380 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

6% less funds holding in top 10

Funds holding in top 10: 9488 (-6)

24% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 119

37% less call options, than puts

Call options by funds: $4.86B | Put options by funds: $7.77B

Holders
1,086
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
88
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.86B
Puts
$7.77B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
451
Forteris Wealth Management
New York
$1.53M
GM
452
GeoWealth Management
Illinois
$1.53M
YMRC
453
Yorktown Management & Research Company
Virginia
$1.53M
PTC
454
Private Trust Company
Ohio
$1.51M
KFP
455
KMG Fiduciary Partners
Ohio
$1.49M
FSA
456
Financial Sense Advisors
California
$1.49M
JIC
457
Johnson Investment Counsel
Ohio
$1.48M
WIM
458
Warwick Investment Management
Texas
$1.46M
KWA
459
Kingswood Wealth Advisors
California
$1.46M
SQA
460
Simon Quick Advisors
New Jersey
$1.45M
Pathstone Holdings
461
Pathstone Holdings
New Jersey
$1.44M
VA
462
VestGen Advisors
Illinois
$1.42M
BCI
463
Brinker Capital Investments
Pennsylvania
$1.42M
MHS
464
M Holdings Securities
Oregon
$1.42M
HIP
465
HUB Investment Partners
Texas
$1.41M
CFM
466
Capricorn Fund Managers
United Kingdom
$1.41M
FWM
467
Finer Wealth Management
Massachusetts
$1.41M
PPWP
468
Premier Path Wealth Partners
New Jersey
$1.4M
IIA
469
IPG Investment Advisors
California
$1.4M
SFPG
470
Stonebridge Financial Planning Group
Florida
$1.38M
SP
471
Sherman Porfolios
Idaho
$1.38M
IPW
472
Intergy Private Wealth
Colorado
$1.37M
DI
473
Disciplined Investments
Oklahoma
$1.37M
BCM
474
Brookstone Capital Management
Illinois
$1.37M
BLFG
475
Brian Low Financial Group
Louisiana
$1.36M