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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,095 hedge funds and large institutions have $33.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 444 increasing their positions, 383 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.6% more ownership

Funds ownership: 101.27%122.86% (+22%)

16% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 383

9% more capital invested

Capital invested by funds: $30.9B → $33.6B (+$2.78B)

4% less funds holding

Funds holding: 1,1431,095 (-48)

6% less funds holding in top 10

Funds holding in top 10: 9488 (-6)

22% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 118

37% less call options, than puts

Call options by funds: $4.86B | Put options by funds: $7.77B

Holders
1,095
Holders Change
-48
Holders Change %
-4.2%
% of All Funds
13.49%
Holding in Top 10
88
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.38%
% of All Funds
1.08%
New
92
Increased
444
Reduced
383
Closed
118
Calls
$4.86B
Puts
$7.77B
Net Calls
-$2.91B
Net Calls Change
-$1.89B
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1026
Center for Financial Planning
Michigan
$14.1K -$5.95K -54 -30%
OL
1027
one8zero8 LLC
North Carolina
$14.1K -$1.99K -18 -12%
CTWM
1028
Cherry Tree Wealth Management
Minnesota
$13.4K +$13.6K +123 New
CFP
1029
Comprehensive Financial Planning
Pennsylvania
$13.3K -$23.6K -214 -64%
MFC
1030
Morris Financial Concepts
South Carolina
$12.9K
NWM
1031
Nova Wealth Management
Florida
$12.5K
PSB
1032
Piscataqua Savings Bank
New Hampshire
$12K
CA
1033
Crewe Advisors
Utah
$11.3K
AC
1034
AlphaCore Capital
California
$11.2K -$14K -127 -55%
MWPCG
1035
Measured Wealth Private Client Group
New Hampshire
$11.2K
ST
1036
Smithfield Trust
Pennsylvania
$11K
MBWA
1037
Marin Bay Wealth Advisors
California
$10.9K +$1.21M +10,934 New
PSFG
1038
Park Square Financial Group
Georgia
$10K -$11.7K -106 -54%
HWP
1039
Highline Wealth Partners
California
$10K
RS
1040
Rakuten Securities
Japan
$9.92K +$5.84K +53 +139%
NF
1041
Napier Financial
Massachusetts
$9.92K +$10K +91 New
DWM
1042
Darwin Wealth Management
Florida
$9.41K +$221 +2 +2%
JAM
1043
JCIC Asset Management
Ontario, Canada
$9.27K
GIP
1044
Granite Investment Partners
California
$9.26K
PAIM
1045
Punch & Associates Investment Management
Minnesota
$9.05K +$3.97K +36 +77%
PWA
1046
Physician Wealth Advisors
Utah
$8.78K +$8.93K +81 New
WAG
1047
Wilkerson Advisory Group
Missouri
$8.17K
FDCP
1048
Foster Dykema Cabot & Partners
Massachusetts
$7.52K
BTC
1049
Bank & Trust Company
Illinois
$7.08K
RIA
1050
Realta Investment Advisors
Delaware
$6.41K