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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,128 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 173 funds opening new positions, 437 increasing their positions, 361 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 funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.47% more ownership

Funds ownership: 96.71%101.17% (+4.5%)

2% more capital invested

Capital invested by funds: $30.1B → $30.8B (+$751M)

21% less call options, than puts

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

Holders
1,128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
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
PCS
801
Personal CFO Solutions
New Jersey
$330K
CKAIS
802
Christensen King & Associates Investment Services
Washington
$329K
TWM
803
TSA Wealth Management
Texas
$328K
BMM
804
Berkshire Money Management
Massachusetts
$328K
MCWA
805
Meadow Creek Wealth Advisors
Georgia
$326K
PFM
806
Phillips Financial Management
Indiana
$323K
NAS
807
NWF Advisory Services
California
$323K
LFG
808
Larson Financial Group
Missouri
$316K
FDW
809
Fourth Dimension Wealth
Ohio
$314K
RIP
810
Reliant Investment Partners
North Carolina
$313K
AA
811
Armis Advisers
Georgia
$312K
CWMK
812
Caliber Wealth Management (Kansas)
Kansas
$312K
PG
813
Prostatis Group
Maryland
$311K
RFA
814
Resurgent Financial Advisors
Georgia
$311K
DWP
815
Daymark Wealth Partners
Ohio
$310K
GFG
816
Genesis Financial Group
New Jersey
$309K
RIM
817
Redwood Investment Management
Arizona
$308K
WAG
818
Winthrop Advisory Group
Massachusetts
$308K
AWAG
819
ARS Wealth Advisors Group
Florida
$306K
WA
820
WESPAC Advisors
California
$304K
AA
821
Advisory Alpha
Michigan
$304K
CB
822
CNB Bank
Pennsylvania
$304K
EWA
823
EverSource Wealth Advisors
Alabama
$303K
FA
824
Fortis Advisors
Pennsylvania
$302K
BIA
825
BHK Investment Advisors
Alabama
$300K