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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
PI
851
PFG Investments
New York
$265K
JEST
852
JTC Employer Solutions Trustee
Jersey
$265K
SWP
853
Summit Wealth Partners
Florida
$263K
IWA
854
Icon Wealth Advisors
Texas
$262K
OCA
855
OpenArc Corporate Advisory
Georgia
$261K
CFA
856
Camarda Financial Advisors
Florida
$260K
PWMG
857
Pioneer Wealth Management Group
Texas
$260K
WCP
858
Wick Capital Partners
Pennsylvania
$259K
AT
859
American Trust
Kentucky
$258K
EAM
860
Empirical Asset Management
Massachusetts
$257K
TA
861
TPG Advisors
Illinois
$256K
PWG
862
Portside Wealth Group
Utah
$256K
TI
863
Tidal Investments
Wisconsin
$255K
DBIA
864
Dumont & Blake Investment Advisors
New Jersey
$254K
RSWM
865
Robertson Stephens Wealth Management
California
$251K
RPG
866
Risk Paradigm Group
Texas
$249K
BCG
867
Breakwater Capital Group
New Jersey
$247K
CD
868
Chapin Davis
Maryland
$246K
MA
869
Maxele Advisors
Missouri
$245K
RSC
870
Red Spruce Capital
Pennsylvania
$243K
TM
871
TigerOak Management
New Mexico
$241K
AWA
872
Aquire Wealth Advisors
Utah
$240K
NB
873
Northwest Bancshares
Pennsylvania
$239K
TA
874
TruWealth Advisors
Louisiana
$239K
FFG
875
Frisch Financial Group
New York
$239K