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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,045 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, 426 increasing their positions, 358 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 79

19% more repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 358

4% more capital invested

Capital invested by funds: $29B → $30.1B (+$1.06B)

0% more funds holding

Funds holding: 1,0451,045 (0)

1% less funds holding in top 10

Funds holding in top 10: 7877 (-1)

2.36% less ownership

Funds ownership: 99.07%96.71% (-2.4%)

47% less call options, than puts

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

Holders
1,045
Holders Change
Holders Change %
0%
% of All Funds
13.72%
Holding in Top 10
77
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.28%
% of All Funds
1.01%
New
99
Increased
426
Reduced
358
Closed
79
Calls
$3.47B
Puts
$6.49B
Net Calls
-$3.02B
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Change in
Stake
SAMU
76
SONA Asset Management (US)
New York
$44.2M -$591M -5,377,886 -93%
JFG
77
Jefferies Financial Group
New York
$42M +$10.6M +96,816 +35%
GFA
78
Gallagher Fiduciary Advisors
Illinois
$38.6M -$448M -4,076,807 -92%
Truist Financial
79
Truist Financial
North Carolina
$38.3M -$31.2M -283,932 -45%
HF
80
HRT Financial
New York
$38.2M +$37.7M +342,997 New
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$37.3M +$376K +3,418 +1%
HighTower Advisors
82
HighTower Advisors
Illinois
$36.7M -$1.17M -10,629 -3%
RWM
83
Ritholtz Wealth Management
New York
$36.6M +$4.13M +37,608 +13%
SPC
84
Sigma Planning Corp
Michigan
$36M +$751K +6,834 +2%
CCMG
85
Clark Capital Management Group
Pennsylvania
$35.6M +$3.14M +28,578 +10%
SIM
86
Stratos Investment Management
Ohio
$35.1M +$1.07M +9,704 +3%
FFA
87
Farther Finance Advisors
California
$34.1M +$30.9M +280,834 +1,111%
CVM
88
Cheviot Value Management
California
$33.3M +$3.99M +36,323 +14%
HIIFS
89
Harel Insurance Investments & Financial Services
Israel
$33.1M -$2.32M -21,141 -7%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$33.1M +$10.5M +95,125 +47%
EP
91
Edgestream Partners
New Jersey
$32M +$31.5M +286,812 New
JG
92
Jain Global
New York
$31.8M +$31.4M +285,200 New
AFI
93
American Family Investments
Wisconsin
$30.5M +$4.77M +43,400 +19%
EH
94
Equitable Holdings
New York
$30.2M +$3.79M +34,452 +15%
NI
95
NYL Investors
New York
$29.3M -$63.5M -577,293 -69%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$28.6M +$17M +154,614 +152%
JF
97
Joule Financial
Kentucky
$28.4M +$1.37M +12,436 +5%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$27.8M -$1.54M -14,043 -5%
CI
99
Constellation Investments
Ohio
$27.8M
WW
100
Westshore Wealth
California
$27.2M -$8.36K -76 -0%