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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,026 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 98 funds opening new positions, 417 increasing their positions, 355 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:

2.65% less ownership

Funds ownership: 99%96.35% (-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
1,026
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
IAA
651
Independent Advisor Alliance
North Carolina
$498K
TPWA
652
TRUE Private Wealth Advisors
Oregon
$497K
HI
653
Hudock Inc
Pennsylvania
$496K
AAM
654
Advisors Asset Management
Colorado
$494K
SWM
655
Spire Wealth Management
Virginia
$493K
HTC
656
Haverford Trust Company
Pennsylvania
$493K
MWM
657
Modera Wealth Management
New Jersey
$491K
FC
658
Farringdon Capital
United Kingdom
$488K
KFS
659
Kelly Financial Services
Massachusetts
$485K
BFS
660
BridgePort Financial Solutions
Iowa
$484K
IBOK
661
Independence Bank of Kentucky
Kentucky
$482K
IFPL
662
Investments & Financial Planning LLC
Kentucky
$481K
PAA
663
Peregrine Asset Advisers
Oregon
$476K
EB
664
Eastern Bank
Massachusetts
$468K
TCM
665
Triumph Capital Management
Colorado
$468K
CA
666
Claro Advisors
Massachusetts
$468K
TIA
667
Tiemann Investment Advisors
California
$465K
FAM
668
Forte Asset Management
New York
$457K
PCP
669
Proficio Capital Partners
Massachusetts
$455K
HWA
670
HCR Wealth Advisors
California
$451K
HAM
671
Harmony Asset Management
Arizona
$450K
PCM
672
Palouse Capital Management
Washington
$448K
RCM
673
RMR Capital Management
California
$444K
SWM
674
Steinberganna Wealth Management
New York
$442K
PS
675
Planned Solutions
California
$439K