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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,142 hedge funds and large institutions have $30.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 441 increasing their positions, 360 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:

4.55% more ownership

Funds ownership: 96.71%101.27% (+4.6%)

3% more capital invested

Capital invested by funds: $30.1B → $30.9B (+$777M)

21% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $4.87B

Holders
1,142
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
AW
501
Alteri Wealth
California
$1.44M
PTC
502
Private Trust Company
Ohio
$1.44M
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$1.44M
FWM
504
Finer Wealth Management
Massachusetts
$1.42M
FWM
505
Forteris Wealth Management
New York
$1.4M
DI
506
Disciplined Investments
Oklahoma
$1.39M
CGH
507
CMG Global Holdings
Texas
$1.39M
BLFG
508
Brian Low Financial Group
Louisiana
$1.38M
NAG
509
Northstar Advisory Group
New Jersey
$1.38M
HIP
510
HUB Investment Partners
Texas
$1.37M
SQA
511
Simon Quick Advisors
New Jersey
$1.37M
WFAG
512
Worth Financial Advisory Group
North Carolina
$1.37M
AG
513
Ascent Group
Virginia
$1.37M
MW
514
Marble Wealth
Alabama
$1.37M
KWA
515
Kingswood Wealth Advisors
California
$1.36M
AG
516
AlTi Global
New York
$1.35M
BFG
517
Birch Financial Group
New Hampshire
$1.33M
AWP
518
Abacus Wealth Partners
California
$1.32M
FC
519
Farringdon Capital
United Kingdom
$1.32M
FIBOI
520
First International Bank of Israel
$1.32M
SGC
521
Slocum, Gordon & Co
Rhode Island
$1.32M
SFPG
522
Stonebridge Financial Planning Group
Florida
$1.3M
PI
523
PineBridge Investments
New York
$1.3M
IPW
524
Intergy Private Wealth
Colorado
$1.3M
SWP
525
ShoreHaven Wealth Partners
New Jersey
$1.27M