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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,110 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 163 funds opening new positions, 434 increasing their positions, 359 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:

4.32% more ownership

Funds ownership: 96.71%101.03% (+4.3%)

2% more capital invested

Capital invested by funds: $30.1B → $30.8B (+$703M)

21% less call options, than puts

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

Holders
1,110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
IA
551
IFP Advisors
Florida
$1.05M
DADC
552
D.A. Davidson & Co
Montana
$1.04M
WA
553
Wealth Alliance
New York
$1.02M
IC
554
Innealta Capital
Texas
$1.02M
EGM
555
Engineers Gate Manager
New York
$1.01M
SWM
556
Stronghold Wealth Management
Florida
$1.01M
NAM
557
NTV Asset Management
West Virginia
$1.01M
KA
558
Kovack Advisors
Florida
$1.01M
TA
559
TFB Advisors
Kansas
$1.01M
B
560
Bellecapital
Switzerland
$1.01M
CFP
561
Cypress Financial Planning
New Jersey
$999K
FMWA
562
Forvis Mazars Wealth Advisors
Missouri
$992K
CFO
563
Capitol Family Office
Oregon
$991K
FCM
564
Family Capital Management
Michigan
$990K
PAYA
565
Phil A. Younker & Associates
Alaska
$989K
DAS
566
Dynamic Advisor Solutions
Arizona
$988K
AWM
567
Apollon Wealth Management
South Carolina
$987K
WP
568
WealthShield Partners
North Carolina
$987K
SA
569
Sincerus Advisory
New York
$987K
HWM
570
HighMark Wealth Management
Minnesota
$986K
VCP
571
Verus Capital Partners
Arizona
$981K
AIA
572
AssuredPartners Investment Advisors
Florida
$979K
UCFA
573
United Capital Financial Advisors
Texas
$979K
GKWIM
574
Gerber Kawasaki Wealth & Investment Management
California
$978K
SW
575
Simplicity Wealth
New Jersey
$978K