LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,026 hedge funds and large institutions have $30B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 417 increasing their positions, 355 reducing their positions, and 77 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

2.65% less ownership

Funds ownership: 99%96.35% (-2.6%)

4% less funds holding in top 10

Funds holding in top 10: 7875 (-3)

47% less call options, than puts

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

Holders
1,026
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.47B
Puts
$6.49B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
176
Donaldson Capital Management
Indiana
$12.3M
IA
177
IFG Advisory
Georgia
$12.1M
SIA
178
Strategic Investment Advisors
Michigan
$11.7M
FAT
179
First American Trust
California
$11.7M
Nomura Asset Management
180
Nomura Asset Management
Japan
$11.5M
FDP
181
Financiere des Professionnels
Quebec, Canada
$11.4M
FIA
182
Foundations Investment Advisors
Arizona
$11.4M
5SA
183
5th Street Advisors
Connecticut
$11.4M
TCM
184
Twele Capital Management
Minnesota
$11.3M
GCM
185
Genus Capital Management
British Columbia, Canada
$11.3M
SF
186
Synovus Financial
Georgia
$11.2M
TW
187
Trajan Wealth
Arizona
$11.2M
LL
188
LPWM LLC
Minnesota
$11.1M
CWMGP
189
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$11M
SMI
190
Shelter Mutual Insurance
Missouri
$10.6M
LWL
191
Leo Wealth LLC
Texas
$10.6M
FBB
192
Fulton Breakefield Broenniman
Maryland
$10.6M
TDWM
193
Topel & Distasi Wealth Management
California
$10.6M
HI
194
Horizon Investments
North Carolina
$10.4M
WA
195
Wealthstar Advisors
Texas
$10.4M
EAMA
196
EFG Asset Management (Americas)
Florida
$10.4M
WCM
197
Winthrop Capital Management
Indiana
$10.4M
IPW
198
Invictus Private Wealth
Colorado
$10.3M
BNP Paribas Financial Markets
199
BNP Paribas Financial Markets
France
$10.2M
BCWM
200
Ball & Co Wealth Management
Tennessee
$10.1M