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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
PFM
776
Peak Financial Management
Massachusetts
$359K
DWA
777
Dorsey Wright & Associates
California
$358K
FWIA
778
Fort Washington Investment Advisors
Ohio
$355K
PMAM
779
Picton Mahoney Asset Management
Ontario, Canada
$355K
CA
780
Claro Advisors
Massachusetts
$353K
TWCA
781
Two West Capital Advisors
Kansas
$353K
GSIAS
782
Garden State Investment Advisory Services
New Jersey
$351K
QWP
783
Quotient Wealth Partners
Texas
$350K
ATC
784
Argent Trust Co
Tennessee
$349K
MWM
785
Mission Wealth Management
California
$345K
EWA
786
EP Wealth Advisors
California
$344K
CGF
787
Constant Guidance Financial
Massachusetts
$343K
OMC
788
Old Mission Capital
Illinois
$341K
FCFC
789
First Commonwealth Financial Corp
Pennsylvania
$339K
CTA
790
Chesley Taft & Associates
Illinois
$339K
CFO
791
CVA Family Office
Colorado
$336K
OPWM
792
Oxinas Partners Wealth Management
Indiana
$335K
RFWA
793
RPg Family Wealth Advisory
Massachusetts
$334K
SOS
794
Silver Oak Securities
Tennessee
$331K
PCS
795
Personal CFO Solutions
New Jersey
$330K
CKAIS
796
Christensen King & Associates Investment Services
Washington
$329K
TWM
797
TSA Wealth Management
Texas
$328K
BMM
798
Berkshire Money Management
Massachusetts
$328K
MCWA
799
Meadow Creek Wealth Advisors
Georgia
$326K
PFM
800
Phillips Financial Management
Indiana
$323K