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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,109 hedge funds and large institutions have $30.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 434 increasing their positions, 358 reducing their positions, and 66 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4.32% more ownership

Funds ownership: 96.71%101.03% (+4.3%)

2% more capital invested

Capital invested by funds: $30.1B → $30.8B (+$703M)

21% less call options, than puts

Call options by funds: $3.85B | Put options by funds: $4.87B

Holders
1,109
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.85B
Puts
$4.87B
Net Calls
Net Calls Change

Top Buyers

1 +$874M
2 +$735M
3 +$662M
4
Bank of America
Bank of America
North Carolina
+$429M
5
JP Morgan Chase
JP Morgan Chase
New York
+$355M

Top Sellers

1 -$876M
2 -$626M
3 -$452M
4
Goldman Sachs
Goldman Sachs
New York
-$386M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$324M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
701
Independent Advisor Alliance
North Carolina
$524K
CFP
702
Cascade Financial Partners
California
$523K
BBA
703
BLB&B Advisors
Pennsylvania
$519K
VCM
704
Virtue Capital Management
Tennessee
$516K
FAM
705
Forte Asset Management
New York
$513K
HFA
706
High Falls Advisors
New York
$509K
GC
707
Granville Capital
North Carolina
$508K
CWA
708
Canvas Wealth Advisors
Kansas
$501K
EB
709
Eastern Bank
Massachusetts
$501K
OA
710
Oxbow Advisors
Texas
$497K
TPWA
711
TRUE Private Wealth Advisors
Oregon
$492K
SWIM
712
Smallwood Wealth Investment Management
New Jersey
$491K
AIM
713
Advyzon Investment Management
Illinois
$490K
SC
714
Summa Corp
Texas
$488K
WANY
715
Wealthspire Advisors (New York)
New York
$487K
MWM
716
Modera Wealth Management
New Jersey
$484K
HI
717
Hudock Inc
Pennsylvania
$483K
IA
718
Invested Advisors
Pennsylvania
$483K
KFS
719
Kelly Financial Services
Massachusetts
$482K
BFS
720
BridgePort Financial Solutions
Iowa
$480K
DWM
721
Diversify Wealth Management
Utah
$477K
IBOK
722
Independence Bank of Kentucky
Kentucky
$476K
HTC
723
Haverford Trust Company
Pennsylvania
$476K
SIS
724
Sound Income Strategies
Florida
$473K
TSW
725
Three Seasons Wealth
Utah
$468K