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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,038 hedge funds and large institutions have $30.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 422 increasing their positions, 358 reducing their positions, and 79 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:

2.55% less ownership

Funds ownership: 99.06%96.51% (-2.6%)

3% less funds holding in top 10

Funds holding in top 10: 7876 (-2)

47% less call options, than puts

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

Holders
1,038
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
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
MWM
176
MTC Wealth Management
Florida
$12.7M
MFG
177
Mustico Financial Group
New York
$12.5M
DCM
178
Donaldson Capital Management
Indiana
$12.3M
IA
179
IFG Advisory
Georgia
$12.1M
SIA
180
Strategic Investment Advisors
Michigan
$11.7M
FAT
181
First American Trust
California
$11.7M
Nomura Asset Management
182
Nomura Asset Management
Japan
$11.5M
FDP
183
Financiere des Professionnels
Quebec, Canada
$11.4M
FIA
184
Foundations Investment Advisors
Arizona
$11.4M
5SA
185
5th Street Advisors
Connecticut
$11.4M
TCM
186
Twele Capital Management
Minnesota
$11.3M
GCM
187
Genus Capital Management
British Columbia, Canada
$11.3M
SF
188
Synovus Financial
Georgia
$11.2M
TW
189
Trajan Wealth
Arizona
$11.2M
LL
190
LPWM LLC
Minnesota
$11.1M
CWMGP
191
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$11M
SMI
192
Shelter Mutual Insurance
Missouri
$10.6M
LWL
193
Leo Wealth LLC
Texas
$10.6M
FBB
194
Fulton Breakefield Broenniman
Maryland
$10.6M
TDWM
195
Topel & Distasi Wealth Management
California
$10.6M
HI
196
Horizon Investments
North Carolina
$10.4M
WA
197
Wealthstar Advisors
Texas
$10.4M
EAMA
198
EFG Asset Management (Americas)
Florida
$10.4M
WCM
199
Winthrop Capital Management
Indiana
$10.4M
IPW
200
Invictus Private Wealth
Colorado
$10.3M