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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,108 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
1,108
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
NG
751
Norden Group
Utah
$420K
HWA
752
HCR Wealth Advisors
California
$420K
WCG
753
Weaver Consulting Group
California
$420K
TCA
754
Transcend Capital Advisors
New Jersey
$418K
CAG
755
Csenge Advisory Group
Florida
$416K
RFS
756
Richardson Financial Services
Massachusetts
$415K
FT
757
Fiduciary Trust
Massachusetts
$415K
LEA
758
Legacy Edge Advisors
New York
$413K
CSA
759
Cottage Street Advisors
Massachusetts
$412K
RWM
760
Riverbend Wealth Management
South Carolina
$409K
MCA
761
MSH Capital Advisors
Arizona
$402K
CT
762
Caldwell Trust
Florida
$397K
MT
763
Midwest Trust
Kansas
$396K
SI
764
SimpliFi Inc
California
$389K
PCM
765
Palouse Capital Management
Washington
$387K
LWM
766
LongView Wealth Management
Georgia
$386K
SMDAM
767
Sumitomo Mitsui DS Asset Management
Japan
$386K
GAA
768
Global Assets Advisory
Florida
$379K
HGWM
769
Horst & Graben Wealth Management
Oregon
$376K
1CP
770
17 Capital Partners
Arizona
$375K
MA
771
Mezzasalma Advisors
New Jersey
$373K
IAIM
772
International Assets Investment Management
Florida
$365K
PMG
773
ProVise Management Group
Florida
$361K
MCP
774
Miller Capital Partners
Michigan
$360K
SAM
775
Synergy Asset Management
Washington
$360K