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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
EFG
826
Elevated Financial Group
Indiana
$298K
EWM
827
Evercore Wealth Management
New York
$296K
TF
828
Trek Financial
Arizona
$295K
BPW
829
BlueDoor Private Wealth
Massachusetts
$293K
DC
830
Davenport & Co
Virginia
$293K
OA
831
Operose Advisors
Wisconsin
$293K
WE
832
Wealth Effects
Massachusetts
$293K
AWM
833
Avaii Wealth Management
Wisconsin
$292K
QCM
834
Quantinno Capital Management
New York
$290K
SCP
835
Sandhill Capital Partners
New York
$289K
WWM
836
Western Wealth Management
Colorado
$289K
FDCDDQ
837
Federation des caisses Desjardins du Quebec
Quebec, Canada
$288K
UAS
838
United Asset Strategies
New York
$288K
HIA
839
Harbor Investment Advisory
Maryland
$286K
VWWMG
840
Vermillion & White Wealth Management Group
Pennsylvania
$286K
FL
841
FreeGulliver LLC
Louisiana
$282K
ZF
842
Zhang Financial
Michigan
$281K
NWMG
843
National Wealth Management Group
Ohio
$277K
MSWMA
844
Market Street Wealth Management Advisors
Indiana
$276K
PCM
845
Parsons Capital Management
Rhode Island
$272K
CFB
846
Cullen/Frost Bankers
Texas
$272K
AFA
847
Amicus Financial Advisors
Texas
$271K
CIAS
848
Capital Investment Advisory Services
North Carolina
$269K
SVWG
849
Shared Vision Wealth Group
United States
$266K
DCM
850
Dimension Capital Management
Florida
$266K