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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,026 hedge funds and large institutions have $30B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 417 increasing their positions, 355 reducing their positions, and 77 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:

2.65% less ownership

Funds ownership: 99%96.35% (-2.6%)

4% less funds holding in top 10

Funds holding in top 10: 7875 (-3)

47% less call options, than puts

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

Holders
1,026
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
CLOS
526
Compagnie Lombard Odier SCmA
Switzerland
$963K
RWIA
527
Roger Wittlin Investment Advisory
California
$956K
DAS
528
Diversify Advisory Services
Utah
$955K
HIM
529
Hanlon Investment Management
New Jersey
$955K
LPP
530
Life Planning Partners
Florida
$953K
BRWA
531
B. Riley Wealth Advisors
Florida
$953K
A
532
AlphaQuest
New York
$947K
CIAS
533
CBIZ Investment Advisory Services
Ohio
$937K
BBA
534
BLB&B Advisors
Pennsylvania
$934K
DE
535
Diversified Enterprises
Delaware
$932K
MC
536
Moors & Cabot
Massachusetts
$927K
TWP
537
Tempus Wealth Planning
California
$924K
HCM
538
Hollencrest Capital Management
California
$924K
FFN
539
Focus Financial Network
Minnesota
$922K
CFO
540
Capitol Family Office
Oregon
$913K
DADC
541
D.A. Davidson & Co
Montana
$912K
CFP
542
Cypress Financial Planning
New Jersey
$911K
FFA
543
Founders Financial Alliance
North Carolina
$907K
MAM
544
Milestone Asset Management
Pennsylvania
$893K
UCFA
545
United Capital Financial Advisors
Texas
$888K
AWA
546
Arete Wealth Advisors
Illinois
$888K
MSFS
547
Main Street Financial Solutions
Pennsylvania
$885K
WANY
548
Wealthspire Advisors (New York)
New York
$880K
GSC
549
Ground Swell Capital
South Carolina
$872K
TBT
550
Texas Bank & Trust
Texas
$864K