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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
WWMSC
1051
Wagner Wealth Management (South Carolina)
South Carolina
$6.17K +$110 +1 +2%
FWP
1052
FAS Wealth Partners
Kansas
$6.07K +$110 +1 +2%
SIM
1053
Synergy Investment Management
Florida
$5.67K +$5.73K +52 New
NFSG
1054
Newbridge Financial Services Group
Florida
$5.45K +$3.31K +30 +150%
Q1WB
1055
Quest 10 Wealth Builders
Virginia
$5.34K
TIM
1056
Thompson Investment Management
Wisconsin
$5.23K
PB
1057
Pinnacle Bancorp
Nebraska
$5.01K
CI
1058
CX Institutional
Indiana
$5K
NG
1059
NWK Group
California
$4.47K
AIM
1060
Axiom Investment Management
New York
$4.36K +$4.41K +40 New
TPWA
1061
Twin Peaks Wealth Advisors
California
$4.36K +$4.41K +40 New
CIAS
1062
CBIZ Investment Advisory Services
Ohio
$4.26K
GWSA
1063
Global Wealth Strategies & Associates
Colorado
$4.03K -$1.65K -15 -29%
LA
1064
LM Advisors
California
$3.98K -$441 -4 -0.9%
APW
1065
Atlantic Private Wealth
North Carolina
$3.97K
MWM
1066
Mosley Wealth Management
California
$3.9K +$3.86K +35 New
CF
1067
Collier Financial
Colorado
$3.64K
GTAM
1068
Global Trust Asset Management
Florida
$3.38K -$26.1K -237 -88%
EWM
1069
Evermay Wealth Management
Virginia
$3.27K +$3.31K +30 New
EWM
1070
Evolution Wealth Management
Florida
$3.05K
SIS
1071
Strategic Investment Solutions
Illinois
$2.8K
FCMT
1072
Founders Capital Management (Texas)
Texas
$2.58K +$110 +1 +4%
OHWP
1073
Oak Harbor Wealth Partners
North Carolina
$2.51K
NWS
1074
Nvest Wealth Strategies
Ohio
$2.51K +$2.54K +23 New
LWMI
1075
Legacy Wealth Management (Idaho)
Idaho
$2.4K