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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
PWP
676
Perfromance Wealth Partners
Illinois
$437K
HI
677
Harbour Investments
Wisconsin
$436K
HGWM
678
Horst & Graben Wealth Management
Oregon
$434K
SI
679
SimpliFi Inc
California
$432K
USCWA
680
U.S. Capital Wealth Advisors
Texas
$431K
AFG
681
ABLE Financial Group
Arizona
$430K
NG
682
Norden Group
Utah
$425K
WCG
683
Weaver Consulting Group
California
$424K
IWN
684
Independent Wealth Network
Iowa
$424K
LLWM
685
Life Line Wealth Management
California
$423K
CG
686
Curat Global
New Hampshire
$422K
PFM
687
Peak Financial Management
Massachusetts
$421K
MT
688
Midwest Trust
Kansas
$419K
CAG
689
Csenge Advisory Group
Florida
$419K
CSA
690
Cottage Street Advisors
Massachusetts
$411K
APP
691
Avantax Planning Partners
Iowa
$407K
BS
692
Banco Santander
Spain
$405K
OIA
693
Optimum Investment Advisors
Illinois
$402K
VA
694
VestGen Advisors
Illinois
$402K
CT
695
Caldwell Trust
Florida
$401K
RBFC
696
Roman Butler Fullerton & Co
Missouri
$399K
DWA
697
Dorsey Wright & Associates
California
$398K
RFA
698
Resurgent Financial Advisors
Georgia
$393K
CWMK
699
Caliber Wealth Management (Kansas)
Kansas
$390K
FT
700
Fiduciary Trust
Massachusetts
$390K