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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,041 hedge funds and large institutions have $30.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 424 increasing their positions, 358 reducing their positions, and 79 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: $ → $

more funds holding

Funds holding:

1% less funds holding in top 10

Funds holding in top 10: 7877 (-1)

2.36% less ownership

Funds ownership: 99.06%96.71% (-2.4%)

47% less call options, than puts

Call options by funds: $3.47B | Put options by funds: $6.49B

Holders
1,041
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
AFC
801
AFT Forsyth & Company
Florida
$265K
CPG
802
Cornerstone Planning Group
New Jersey
$264K
WCP
803
Wick Capital Partners
Pennsylvania
$262K
TA
804
TruWealth Advisors
Louisiana
$262K
AT
805
American Trust
Kentucky
$259K
DBIA
806
Dumont & Blake Investment Advisors
New Jersey
$257K
FA
807
Fortis Advisors
Pennsylvania
$256K
RSWM
808
Robertson Stephens Wealth Management
California
$254K
DC
809
Davenport & Co
Virginia
$254K
WWM
810
Western Wealth Management
Colorado
$253K
WFA
811
WMG Financial Advisors
Tennessee
$251K
NFG
812
Nations Financial Group
Iowa
$251K
TA
813
TPG Advisors
Illinois
$251K
CD
814
Chapin Davis
Maryland
$249K
PPWP
815
Premier Path Wealth Partners
New Jersey
$248K
RSC
816
Red Spruce Capital
Pennsylvania
$246K
FA
817
Fountainhead AM
New Jersey
$244K
NB
818
Northwest Bancshares
Pennsylvania
$242K
SW
819
SVB Wealth
Massachusetts
$242K
BCG
820
Breakwater Capital Group
New Jersey
$242K
CWP
821
Cyndeo Wealth Partners
Florida
$241K
AWA
822
Aquire Wealth Advisors
Utah
$241K
WSFS
823
Wilmington Savings Fund Society
Delaware
$240K
SCTC
824
Sanibel Captiva Trust Company
Florida
$240K
KA
825
Kovack Advisors
Florida
$239K