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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,139 hedge funds and large institutions have $30.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 441 increasing their positions, 360 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:

4.55% more ownership

Funds ownership: 96.71%101.26% (+4.6%)

3% more capital invested

Capital invested by funds: $30.1B → $30.9B (+$776M)

21% less call options, than puts

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

Holders
1,139
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
MW
1001
Merited Wealth
Florida
$54.9K
AFC
1002
Ares Financial Consulting
California
$50.7K
FIM
1003
FWL Investment Management
Texas
$50.5K
PWPS
1004
Pinnacle Wealth Planning Services
Ohio
$50.5K
BNA
1005
BankChampaign, National Association
Illinois
$50.5K
BA
1006
Ballast Advisors
Minnesota
$49.6K
WGL
1007
Wellington Grp LLC
Indiana
$49.4K
TAM
1008
Townsend Asset Management
North Carolina
$48.3K
T
1009
Tidemark
California
$46.4K
MWM
1010
Mascoma Wealth Management
New Hampshire
$46.3K
1IA
1011
1620 Investment Advisors
Massachusetts
$43.7K
CH
1012
Canton Hathaway
Rhode Island
$41.3K
EWA
1013
EQ Wealth Advisors
Texas
$41.1K
EA
1014
Evolution Advisers
Virginia
$41K
MCA
1015
McGuire Capital Advisors
Oklahoma
$40.4K
CAM
1016
Costello Asset Management
Pennsylvania
$40.3K
AW
1017
Avion Wealth
Texas
$39K
MPWT
1018
MassMutual Private Wealth & Trust
Connecticut
$38.6K
CFP
1019
Comprehensive Financial Planning
Pennsylvania
$37K
MWA
1020
Medallion Wealth Advisors
Connecticut
$36.2K
AAG
1021
Armstrong Advisory Group
Massachusetts
$34.6K
JWM
1022
Jessup Wealth Management
Ohio
$33.1K
Federated Hermes
1023
Federated Hermes
Pennsylvania
$33.1K
GCM
1024
Gunpowder Capital Management
Maryland
$32.1K
NL
1025
NorthAvenue LLC
Ohio
$31.4K