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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,095 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 92 funds opening new positions, 444 increasing their positions, 383 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.6% more ownership

Funds ownership: 101.27%122.86% (+22%)

16% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 383

9% more capital invested

Capital invested by funds: $30.9B → $33.6B (+$2.78B)

4% less funds holding

Funds holding: 1,1431,095 (-48)

6% less funds holding in top 10

Funds holding in top 10: 9488 (-6)

22% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 118

37% less call options, than puts

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

Holders
1,095
Holders Change
-48
Holders Change %
-4.2%
% of All Funds
13.49%
Holding in Top 10
88
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.38%
% of All Funds
1.08%
New
92
Increased
444
Reduced
383
Closed
118
Calls
$4.86B
Puts
$7.77B
Net Calls
-$2.91B
Net Calls Change
-$1.89B
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
451
Westwood Holdings Group
Texas
$1.55M -$2.24M -20,309 -59%
CAL
452
Capital Analysts LLC
Pennsylvania
$1.54M -$97.7K -886 -6%
MFIM
453
Mesirow Financial Investment Management
Illinois
$1.53M +$402K +3,646 +35%
FWM
454
Forteris Wealth Management
New York
$1.53M +$149K +1,350 +11%
GM
455
GeoWealth Management
Illinois
$1.53M +$427K +3,872 +38%
YMRC
456
Yorktown Management & Research Company
Virginia
$1.53M +$662K +6,000 +75%
PTC
457
Private Trust Company
Ohio
$1.51M +$91.1K +826 +6%
KFP
458
KMG Fiduciary Partners
Ohio
$1.49M -$24.4K -221 -2%
FSA
459
Financial Sense Advisors
California
$1.49M +$47.7K +433 +3%
JIC
460
Johnson Investment Counsel
Ohio
$1.48M +$1.5M +13,624 New
WIM
461
Warwick Investment Management
Texas
$1.46M -$116K -1,048 -7%
KWA
462
Kingswood Wealth Advisors
California
$1.46M +$117K +1,058 +9%
SQA
463
Simon Quick Advisors
New Jersey
$1.45M +$93.2K +845 +7%
Pathstone Holdings
464
Pathstone Holdings
New Jersey
$1.44M +$1.76K +16 +0.1%
VA
465
VestGen Advisors
Illinois
$1.42M +$692K +6,276 +92%
BCI
466
Brinker Capital Investments
Pennsylvania
$1.42M -$1.85M -16,769 -56%
MHS
467
M Holdings Securities
Oregon
$1.42M -$1.16M -10,514 -45%
HIP
468
HUB Investment Partners
Texas
$1.41M +$55.1K +500 +4%
CFM
469
Capricorn Fund Managers
United Kingdom
$1.41M +$167K +1,517 +13%
FWM
470
Finer Wealth Management
Massachusetts
$1.41M -$662 -6 -0%
PPWP
471
Premier Path Wealth Partners
New Jersey
$1.4M +$793K +7,195 +127%
IIA
472
IPG Investment Advisors
California
$1.4M +$760K +6,895 +117%
SFPG
473
Stonebridge Financial Planning Group
Florida
$1.38M +$89.7K +814 +7%
SP
474
Sherman Porfolios
Idaho
$1.38M -$5.02M -45,535 -78%
IPW
475
Intergy Private Wealth
Colorado
$1.37M +$88.2K +800 +7%