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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
MWM
476
Melfa Wealth Management
Massachusetts
$1.67M
SSCM
477
Spectrum Strategic Capital Management
Oregon
$1.65M
SCG
478
Sonata Capital Group
Washington
$1.65M
KWMG
479
King Wealth Management Group
Florida
$1.64M
PFS
480
Prospera Financial Services
Texas
$1.61M
N
481
Natixis
France
$1.61M
SB
482
SIG Brokerage
New York
$1.61M
VHAM
483
Van Hulzen Asset Management
California
$1.6M
WIM
484
Warwick Investment Management
Texas
$1.59M
CAL
485
Capital Analysts LLC
Pennsylvania
$1.58M
IWC
486
Integrated Wealth Concepts
Massachusetts
$1.54M
KFP
487
KMG Fiduciary Partners
Ohio
$1.54M
FA
488
Fiducient Advisors
Illinois
$1.53M
BCM
489
Boreal Capital Management
Florida
$1.53M
UB
490
UMB Bank
Missouri
$1.52M
AFO
491
Arrowroot Family Office
California
$1.52M
SG
492
StoneX Group
New York
$1.47M
RAM
493
Reflection Asset Management
South Carolina
$1.46M
FSA
494
Financial Sense Advisors
California
$1.46M
GRP
495
Global Retirement Partners
California
$1.46M
SWM
496
SeaCrest Wealth Management
New York
$1.46M
Pathstone Holdings
497
Pathstone Holdings
New Jersey
$1.45M
AW
498
Alteri Wealth
California
$1.44M
PTC
499
Private Trust Company
Ohio
$1.44M
WAP
500
Wealthcare Advisory Partners
Pennsylvania
$1.44M