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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
FPCP
701
Fort Point Capital Partners
California
$389K
DWM
702
Diversify Wealth Management
Utah
$387K
TCA
703
Transcend Capital Advisors
New Jersey
$383K
SVWG
704
Shared Vision Wealth Group
United States
$378K
MA
705
Mezzasalma Advisors
New Jersey
$377K
AIM
706
Advyzon Investment Management
Illinois
$377K
CIAS
707
Capital Investment Advisory Services
North Carolina
$374K
LA
708
LM Advisors
California
$367K
MCWA
709
Meadow Creek Wealth Advisors
Georgia
$367K
PCS
710
Personal CFO Solutions
New Jersey
$367K
PMG
711
ProVise Management Group
Florida
$365K
GSIAS
712
Garden State Investment Advisory Services
New Jersey
$364K
WAG
713
Winthrop Advisory Group
Massachusetts
$362K
QC
714
Quadrature Capital
United Kingdom
$360K
OA
715
Oxbow Advisors
Texas
$359K
FWIA
716
Fort Washington Investment Advisors
Ohio
$359K
PMAM
717
Picton Mahoney Asset Management
Ontario, Canada
$359K
ATC
718
Argent Trust Co
Tennessee
$353K
PWG
719
Portside Wealth Group
Utah
$352K
RIM
720
Redwood Investment Management
Arizona
$351K
CWG
721
Cornerstone Wealth Group
North Carolina
$347K
FCFC
722
First Commonwealth Financial Corp
Pennsylvania
$346K
IA
723
Invested Advisors
Pennsylvania
$346K
Squarepoint
724
Squarepoint
New York
$346K
SOS
725
Silver Oak Securities
Tennessee
$345K