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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,039 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, 421 increasing their positions, 359 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: $ → $

less funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

2.56% less ownership

Funds ownership: 99.06%96.5% (-2.6%)

47% less call options, than puts

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

Holders
1,039
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
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
SWIM
651
Smallwood Wealth Investment Management
New Jersey
$528K
AIP
652
Arrowpoint Investment Partners
Singapore
$524K
CSP
653
Cary Street Partners
Virginia
$523K
AWP
654
Axis Wealth Partners
Rhode Island
$516K
ML
655
McAdam LLC
Pennsylvania
$512K
CWA
656
Canvas Wealth Advisors
Kansas
$507K
RCG
657
Rock Creek Group
District of Columbia
$502K
IAA
658
Independent Advisor Alliance
North Carolina
$498K
TPWA
659
TRUE Private Wealth Advisors
Oregon
$497K
HI
660
Hudock Inc
Pennsylvania
$496K
AAM
661
Advisors Asset Management
Colorado
$494K
SWM
662
Spire Wealth Management
Virginia
$493K
HTC
663
Haverford Trust Company
Pennsylvania
$493K
MWM
664
Modera Wealth Management
New Jersey
$491K
FC
665
Farringdon Capital
United Kingdom
$488K
KFS
666
Kelly Financial Services
Massachusetts
$485K
BFS
667
BridgePort Financial Solutions
Iowa
$484K
IBOK
668
Independence Bank of Kentucky
Kentucky
$482K
IFPL
669
Investments & Financial Planning LLC
Kentucky
$481K
PAA
670
Peregrine Asset Advisers
Oregon
$476K
EB
671
Eastern Bank
Massachusetts
$468K
TCM
672
Triumph Capital Management
Colorado
$468K
CA
673
Claro Advisors
Massachusetts
$468K
TIA
674
Tiemann Investment Advisors
California
$465K
FAM
675
Forte Asset Management
New York
$457K