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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,028 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 97 funds opening new positions, 418 increasing their positions, 357 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:

2.64% less ownership

Funds ownership: 99%96.36% (-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
1,028
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
BBHC
526
Brown Brothers Harriman & Co
New York
$966K
CLOS
527
Compagnie Lombard Odier SCmA
Switzerland
$963K
RWIA
528
Roger Wittlin Investment Advisory
California
$956K
DAS
529
Diversify Advisory Services
Utah
$955K
HIM
530
Hanlon Investment Management
New Jersey
$955K
LPP
531
Life Planning Partners
Florida
$953K
BRWA
532
B. Riley Wealth Advisors
Florida
$953K
A
533
AlphaQuest
New York
$947K
CIAS
534
CBIZ Investment Advisory Services
Ohio
$937K
BBA
535
BLB&B Advisors
Pennsylvania
$934K
DE
536
Diversified Enterprises
Delaware
$932K
MC
537
Moors & Cabot
Massachusetts
$927K
TWP
538
Tempus Wealth Planning
California
$924K
HCM
539
Hollencrest Capital Management
California
$924K
FFN
540
Focus Financial Network
Minnesota
$922K
CFO
541
Capitol Family Office
Oregon
$913K
DADC
542
D.A. Davidson & Co
Montana
$912K
CFP
543
Cypress Financial Planning
New Jersey
$911K
FFA
544
Founders Financial Alliance
North Carolina
$907K
MAM
545
Milestone Asset Management
Pennsylvania
$893K
UCFA
546
United Capital Financial Advisors
Texas
$888K
AWA
547
Arete Wealth Advisors
Illinois
$888K
MSFS
548
Main Street Financial Solutions
Pennsylvania
$885K
WANY
549
Wealthspire Advisors (New York)
New York
$880K
GSC
550
Ground Swell Capital
South Carolina
$872K