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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,095 hedge funds and large institutions have $33.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 444 increasing their positions, 383 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.6% more ownership

Funds ownership: 101.27%122.86% (+22%)

16% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 383

9% more capital invested

Capital invested by funds: $30.9B → $33.6B (+$2.78B)

4% less funds holding

Funds holding: 1,1431,095 (-48)

6% less funds holding in top 10

Funds holding in top 10: 9488 (-6)

22% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 118

37% less call options, than puts

Call options by funds: $4.86B | Put options by funds: $7.77B

Holders
1,095
Holders Change
-48
Holders Change %
-4.2%
% of All Funds
13.48%
Holding in Top 10
88
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.38%
% of All Funds
1.08%
New
92
Increased
444
Reduced
383
Closed
118
Calls
$4.86B
Puts
$7.77B
Net Calls
-$2.91B
Net Calls Change
-$1.89B
Name Holding Trade Value Shares
Change
Change in
Stake
AA
701
Advisory Alpha
Michigan
$431K +$132K +1,199 +43%
PS
702
Planned Solutions
California
$430K
LLWM
703
Life Line Wealth Management
California
$429K +$9.7K +88 +2%
CJ
704
Caitlin John
Michigan
$427K +$337K +3,060 +356%
SWM
705
Steinberganna Wealth Management
New York
$427K -$6.5K -59 -1%
SAFS
706
S&A Financial Services
Kansas
$426K +$431K +3,911 New
MF
707
Midwestern Financial
Iowa
$425K -$234K -2,124 -35%
WCG
708
Weaver Consulting Group
California
$423K +$8.6K +78 +2%
PAA
709
Peregrine Asset Advisers
Oregon
$422K -$8.27K -75 -2%
Koshinski Asset Management
710
Koshinski Asset Management
Illinois
$419K -$352K -3,196 -45%
PWP
711
Perfromance Wealth Partners
Illinois
$418K
EWA
712
Etesian Wealth Advisors
Oregon
$416K -$15.8K -143 -4%
FT
713
Fiduciary Trust
Massachusetts
$414K +$4.52K +41 +1%
CSA
714
Cottage Street Advisors
Massachusetts
$410K +$2.54K +23 +0.6%
APP
715
Avantax Planning Partners
Iowa
$409K -$16.5K -150 -4%
MCP
716
Miller Capital Partners
Michigan
$405K +$49.6K +450 +14%
CAM
717
Cresset Asset Management
Illinois
$403K -$514K -4,664 -56%
CFGA
718
Cambridge Financial Group (Arizona)
Arizona
$403K -$193K -1,747 -32%
FPW
719
Fairvoy Private Wealth
Alabama
$399K -$6.27M -56,872 -94%
ATC
720
Argent Trust Co
Tennessee
$398K +$53.5K +485 +15%
XPN
721
XY Planning Network
Montana
$397K +$403K +3,657 New
CT
722
Caldwell Trust
Florida
$392K
OC
723
OxenFree Capital
Florida
$392K -$142K -1,285 -26%
SI
724
SimpliFi Inc
California
$388K +$2.76K +25 +0.7%
EWA
725
EP Wealth Advisors
California
$387K +$47.2K +428 +14%