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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
FF
1001
Friedenthal Financial
New Jersey
$29.9K
JWA
1002
JFS Wealth Advisors
Pennsylvania
$29.9K
AUB
1003
Atlantic Union Bankshares
Virginia
$29.9K
OP
1004
ORG Partners
Indiana
$29.9K
RF
1005
Rossby Financial
Florida
$29.6K
PCFFS
1006
Pacific Center for Financial Services
California
$29.5K
GTAM
1007
Global Trust Asset Management
Florida
$29.5K
TCOT
1008
Trust Company of Toledo
Ohio
$27.5K
BSB
1009
Bangor Savings Bank
Maine
$27.3K
BFO
1010
Biltmore Family Office
North Carolina
$26.4K
FHC
1011
First Horizon Corporation
Tennessee
$25.6K
S
1012
SignatureFD
Georgia
$25.4K
AC
1013
AlphaCore Capital
California
$25.3K
RPC
1014
Rossmore Private Capital
Connecticut
$25K
EPIM
1015
Evelyn Partners Investment Management
$24.8K
PFBT
1016
Parkside Financial Bank & Trust
Missouri
$23.1K
CIA
1017
Cape Investment Advisory
Georgia
$23K
CNBTD
1018
Citizens National Bank Trust Department
Mississippi
$22K
FGA
1019
Fortis Group Advisors
New Jersey
$22K
BOJHT
1020
Bank of Jackson Hole Trust
Wyoming
$22K
BW
1021
Basepoint Wealth
Iowa
$22K
BHWM
1022
Beaird Harris Wealth Management
Texas
$21.8K
NRG
1023
Nemes Rush Group
Michigan
$21.2K
PSFG
1024
Park Square Financial Group
Georgia
$21.2K
CCM
1025
Chilton Capital Management
Texas
$20.3K