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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,038 hedge funds and large institutions have $29B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 352 increasing their positions, 415 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

15% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 415

66% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $4.83B

Holders
1,038
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.63B
Puts
$4.83B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
626
Sharper & Granite
California
$623K
SSWM
627
Sheets Smith Wealth Management
North Carolina
$622K
Optiver Holding
628
Optiver Holding
Netherlands
$619K
IFO
629
Independent Family Office
New York
$603K
EWA
630
EP Wealth Advisors
California
$601K
HT
631
Heritage Trust
Oklahoma
$600K
BRWA
632
B. Riley Wealth Advisors
Florida
$595K
PA
633
Parallel Advisors
California
$590K
GI
634
GLOBALT Investments
Georgia
$581K
AA
635
Alesco Advisors
New York
$581K
SCA
636
Snowden Capital Advisors
New York
$579K
TWCA
637
Two West Capital Advisors
Kansas
$574K
VCM
638
Virtue Capital Management
Tennessee
$572K
DWP
639
Daymark Wealth Partners
Ohio
$565K
LAM
640
Lewis Asset Management
California
$564K
SC
641
Solstein Capital
California
$563K
HWM
642
Hohimer Wealth Management
Washington
$561K
SC
643
Summa Corp
Texas
$559K
TPWA
644
TRUE Private Wealth Advisors
Oregon
$555K
NCM
645
Neumann Capital Management
California
$547K
AFS
646
AFG Fiduciary Services
Massachusetts
$547K
GCA
647
Gradient Capital Advisors
California
$546K
MAG
648
M3 Advisory Group
Massachusetts
$546K
AWE
649
Avidian Wealth Enterprises
Texas
$525K
HPM
650
Hudson Portfolio Management
New York
$523K