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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,042 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, 424 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: $ → $

more funds holding

Funds holding:

1% less funds holding in top 10

Funds holding in top 10: 7877 (-1)

2.36% less ownership

Funds ownership: 99.06%96.71% (-2.4%)

47% less call options, than puts

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

Holders
1,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
CFP
551
Cypress Financial Planning
New Jersey
$911K
FFA
552
Founders Financial Alliance
North Carolina
$907K
MAM
553
Milestone Asset Management
Pennsylvania
$893K
UCFA
554
United Capital Financial Advisors
Texas
$888K
AWA
555
Arete Wealth Advisors
Illinois
$888K
MSFS
556
Main Street Financial Solutions
Pennsylvania
$885K
WANY
557
Wealthspire Advisors (New York)
New York
$880K
GSC
558
Ground Swell Capital
South Carolina
$872K
TBT
559
Texas Bank & Trust
Texas
$864K
HWM
560
HB Wealth Management
Georgia
$836K
AFP
561
Ausdal Financial Partners
Iowa
$831K
OCM
562
Orleans Capital Management
Louisiana
$826K
CSB
563
City State Bank
Iowa
$826K
CFP
564
Cascade Financial Partners
California
$825K
TCMP
565
Thrive Capital Management (Pennsylvania)
Pennsylvania
$813K
BAM
566
Belpointe Asset Management
Nevada
$813K
MLM
567
Mount Lucas Management
Pennsylvania
$806K
WFS
568
WealthGarden F.S.
California
$802K
OFP
569
OFC Financial Planning
New Jersey
$801K
IHL
570
Investment House LLC
California
$799K
CP
571
Clarendon Private
Massachusetts
$797K
MP
572
McDonald Partners
Ohio
$789K
CCA
573
Cobblestone Capital Advisors
New York
$788K
MWM
574
Maridea Wealth Management
New York
$787K
AF
575
Allworth Financial
California
$787K