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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,042 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, 424 increasing their positions, 358 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: $ → $

more funds holding

Funds holding:

1% less funds holding in top 10

Funds holding in top 10: 7877 (-1)

2.36% less ownership

Funds ownership: 99.06%96.71% (-2.4%)

47% less call options, than puts

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

Holders
1,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
NAM
651
NTV Asset Management
West Virginia
$539K
AIA
652
AssuredPartners Investment Advisors
Florida
$538K
SWIM
653
Smallwood Wealth Investment Management
New Jersey
$528K
AIP
654
Arrowpoint Investment Partners
Singapore
$524K
CSP
655
Cary Street Partners
Virginia
$523K
AWP
656
Axis Wealth Partners
Rhode Island
$516K
ML
657
McAdam LLC
Pennsylvania
$512K
CWA
658
Canvas Wealth Advisors
Kansas
$507K
RCG
659
Rock Creek Group
District of Columbia
$502K
IAA
660
Independent Advisor Alliance
North Carolina
$498K
TPWA
661
TRUE Private Wealth Advisors
Oregon
$497K
HI
662
Hudock Inc
Pennsylvania
$496K
AAM
663
Advisors Asset Management
Colorado
$494K
SWM
664
Spire Wealth Management
Virginia
$493K
HTC
665
Haverford Trust Company
Pennsylvania
$493K
MWM
666
Modera Wealth Management
New Jersey
$491K
FC
667
Farringdon Capital
United Kingdom
$488K
KFS
668
Kelly Financial Services
Massachusetts
$485K
BFS
669
BridgePort Financial Solutions
Iowa
$484K
IBOK
670
Independence Bank of Kentucky
Kentucky
$482K
IFPL
671
Investments & Financial Planning LLC
Kentucky
$481K
PAA
672
Peregrine Asset Advisers
Oregon
$476K
EB
673
Eastern Bank
Massachusetts
$468K
TCM
674
Triumph Capital Management
Colorado
$468K
CA
675
Claro Advisors
Massachusetts
$468K