LQD icon

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
RC
451
Roundview Capital
New Jersey
$1.87M
PCIA
452
Prime Capital Investment Advisors
Kansas
$1.86M
SAI
453
Savvy Advisors Inc
New York
$1.86M
FCC
454
Florin Court Capital
United Kingdom
$1.85M
AFO
455
Allie Family Office
Florida
$1.83M
CA
456
Cambridge Advisors
Nebraska
$1.81M
V
457
ViaWealth
Kansas
$1.8M
FFP
458
Freedom Financial Partners
Minnesota
$1.76M
CFG
459
Cosner Financial Group
Colorado
$1.75M
IAG
460
Investment Advisory Group
Massachusetts
$1.74M
SCM
461
Saba Capital Management
New York
$1.73M
MFG
462
MidWestOne Financial Group
Iowa
$1.73M
PGF
463
Plan Group Financial
Oklahoma
$1.73M
CTB
464
Country Trust Bank
Illinois
$1.71M
JWCA
465
J.W. Cole Advisors
Florida
$1.71M
BWS
466
Buck Wealth Strategies
Colorado
$1.7M
UFA
467
Uptown Financial Advisors
Texas
$1.69M
IFA
468
Interactive Financial Advisors
Illinois
$1.69M
SWM
469
Spire Wealth Management
Virginia
$1.68M
RPCA
470
Running Point Capital Advisors
California
$1.67M
MWM
471
Melfa Wealth Management
Massachusetts
$1.67M
SSCM
472
Spectrum Strategic Capital Management
Oregon
$1.65M
SCG
473
Sonata Capital Group
Washington
$1.65M
KWMG
474
King Wealth Management Group
Florida
$1.64M
PFS
475
Prospera Financial Services
Texas
$1.61M