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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
SWIM
651
Smallwood Wealth Investment Management
New Jersey
$520K
BCM
652
Boreal Capital Management
Florida
$520K
CAM
653
Cidel Asset Management
Ontario, Canada
$516K
AWP
654
Axis Wealth Partners
Rhode Island
$513K
ML
655
McAdam LLC
Pennsylvania
$512K
CCAL
656
City Center Advisors LLC
Michigan
$511K
WSFS
657
Wilmington Savings Fund Society
Delaware
$508K
JWCA
658
J.W. Coons Advisors
Ohio
$502K
IAA
659
Independent Advisor Alliance
North Carolina
$500K
RCG
660
Rock Creek Group
District of Columbia
$493K
IBOK
661
Independence Bank of Kentucky
Kentucky
$489K
MWM
662
Modera Wealth Management
New Jersey
$483K
AIM
663
Advyzon Investment Management
Illinois
$483K
KFS
664
Kelly Financial Services
Massachusetts
$480K
AWA
665
Arkadios Wealth Advisors
Georgia
$480K
BAM
666
Belpointe Asset Management
Nevada
$479K
HI
667
Hudock Inc
Pennsylvania
$479K
CWMK
668
Caliber Wealth Management (Kansas)
Kansas
$478K
HWA
669
HCR Wealth Advisors
California
$477K
PAA
670
Peregrine Asset Advisers
Oregon
$473K
Fiera Capital (Canada)
671
Fiera Capital (Canada)
Quebec, Canada
$470K
IFPL
672
Investments & Financial Planning LLC
Kentucky
$469K
SFC
673
Summit Financial Consulting
Michigan
$464K
CA
674
Claro Advisors
Massachusetts
$464K
BCA
675
Bay Capital Advisors
Virginia
$461K