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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,038 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, 422 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: $ → $

less funds holding

Funds holding:

2.55% less ownership

Funds ownership: 99.06%96.51% (-2.6%)

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

47% less call options, than puts

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

Holders
1,038
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
PCP
676
Proficio Capital Partners
Massachusetts
$455K
HWA
677
HCR Wealth Advisors
California
$451K
HAM
678
Harmony Asset Management
Arizona
$450K
PCM
679
Palouse Capital Management
Washington
$448K
RCM
680
RMR Capital Management
California
$444K
SWM
681
Steinberganna Wealth Management
New York
$442K
PS
682
Planned Solutions
California
$439K
PWP
683
Perfromance Wealth Partners
Illinois
$437K
HI
684
Harbour Investments
Wisconsin
$436K
HGWM
685
Horst & Graben Wealth Management
Oregon
$434K
SI
686
SimpliFi Inc
California
$432K
USCWA
687
U.S. Capital Wealth Advisors
Texas
$431K
AFG
688
ABLE Financial Group
Arizona
$430K
NG
689
Norden Group
Utah
$425K
WCG
690
Weaver Consulting Group
California
$424K
IWN
691
Independent Wealth Network
Iowa
$424K
LLWM
692
Life Line Wealth Management
California
$423K
CG
693
Curat Global
New Hampshire
$422K
PFM
694
Peak Financial Management
Massachusetts
$421K
MT
695
Midwest Trust
Kansas
$419K
CAG
696
Csenge Advisory Group
Florida
$419K
CSA
697
Cottage Street Advisors
Massachusetts
$411K
APP
698
Avantax Planning Partners
Iowa
$407K
BS
699
Banco Santander
Spain
$405K
OIA
700
Optimum Investment Advisors
Illinois
$402K