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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,038 hedge funds and large institutions have $30.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 422 increasing their positions, 358 reducing their positions, and 79 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

2.55% less ownership

Funds ownership: 99.06%96.51% (-2.6%)

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

47% less call options, than puts

Call options by funds: $3.47B | Put options by funds: $6.49B

Holders
1,038
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.47B
Puts
$6.49B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
476
Stonebridge Financial Planning Group
Florida
$1.35M
SWP
477
ShoreHaven Wealth Partners
New Jersey
$1.35M
AW
478
Alteri Wealth
California
$1.34M
KWA
479
Kingswood Wealth Advisors
California
$1.33M
AIA
480
Arrow Investment Advisors
Maryland
$1.32M
William Blair & Company
481
William Blair & Company
Illinois
$1.31M
SW
482
Simplicity Wealth
New Jersey
$1.31M
MFG
483
Magnus Financial Group
New York
$1.29M
PCM
484
Prelude Capital Management
New York
$1.28M
BFG
485
Birch Financial Group
New Hampshire
$1.28M
RG
486
Rathbones Group
United Kingdom
$1.28M
CFM
487
Capricorn Fund Managers
United Kingdom
$1.27M
IPW
488
Intergy Private Wealth
Colorado
$1.27M
Lido Advisors
489
Lido Advisors
California
$1.26M
VST
490
Van Strum & Towne
California
$1.26M
SG
491
StoneX Group
New York
$1.26M
AAA
492
Adams Asset Advisors
Texas
$1.25M
CGF
493
Constant Guidance Financial
Massachusetts
$1.25M
EFA
494
Edge Financial Advisors
Illinois
$1.25M
WS
495
Wedbush Securities
California
$1.22M
AL
496
Aspiriant LLC
California
$1.22M
SGC
497
Slocum, Gordon & Co
Rhode Island
$1.22M
GWMR
498
GC Wealth Management RIA
Massachusetts
$1.22M
MBT
499
Montecito Bank & Trust
California
$1.21M
AFTS
500
American Financial & Tax Strategies
New York
$1.2M