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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,107 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, 357 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:

4.31% more ownership

Funds ownership: 96.71%101.02% (+4.3%)

2% more capital invested

Capital invested by funds: $30.1B → $30.8B (+$700M)

21% less call options, than puts

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

Holders
1,107
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
FDW
801
Fourth Dimension Wealth
Ohio
$314K
RIP
802
Reliant Investment Partners
North Carolina
$313K
CWMK
803
Caliber Wealth Management (Kansas)
Kansas
$312K
PG
804
Prostatis Group
Maryland
$311K
RFA
805
Resurgent Financial Advisors
Georgia
$311K
DWP
806
Daymark Wealth Partners
Ohio
$310K
GFG
807
Genesis Financial Group
New Jersey
$309K
RIM
808
Redwood Investment Management
Arizona
$308K
WAG
809
Winthrop Advisory Group
Massachusetts
$308K
AWAG
810
ARS Wealth Advisors Group
Florida
$306K
WA
811
WESPAC Advisors
California
$304K
AA
812
Advisory Alpha
Michigan
$304K
CB
813
CNB Bank
Pennsylvania
$304K
EWA
814
EverSource Wealth Advisors
Alabama
$303K
FA
815
Fortis Advisors
Pennsylvania
$302K
BIA
816
BHK Investment Advisors
Alabama
$300K
EFG
817
Elevated Financial Group
Indiana
$298K
EWM
818
Evercore Wealth Management
New York
$296K
TF
819
Trek Financial
Arizona
$295K
BPW
820
BlueDoor Private Wealth
Massachusetts
$293K
DC
821
Davenport & Co
Virginia
$293K
OA
822
Operose Advisors
Wisconsin
$293K
WE
823
Wealth Effects
Massachusetts
$293K
AWM
824
Avaii Wealth Management
Wisconsin
$292K
QCM
825
Quantinno Capital Management
New York
$290K