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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,111 hedge funds and large institutions have $30.8B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 435 increasing their positions, 359 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:

4.32% more ownership

Funds ownership: 96.71%101.03% (+4.3%)

2% more capital invested

Capital invested by funds: $30.1B → $30.8B (+$703M)

21% less call options, than puts

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

Holders
1,111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
NWAG
201
Net Worth Advisory Group
Utah
$11.5M
TCM
202
Twele Capital Management
Minnesota
$11.4M
CWMGP
203
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$11.3M
TDWM
204
Topel & Distasi Wealth Management
California
$11.3M
LL
205
LPWM LLC
Minnesota
$11.3M
GCM
206
Genus Capital Management
British Columbia, Canada
$11.2M
SAG
207
Susquehanna Advisors Group
Pennsylvania
$11.1M
MSA
208
MUFG Securities Americas
New York
$11M
TW
209
Trajan Wealth
Arizona
$10.9M
BCM
210
BlueCrest Capital Management
Jersey
$10.9M
FA
211
Finhabits Advisors
New York
$10.9M
EI
212
EFG International
$10.6M
WB
213
WesBanco Bank
West Virginia
$10.6M
SMI
214
Shelter Mutual Insurance
Missouri
$10.5M
KF
215
Kelsey Financial
California
$10.4M
BPA
216
Beacon Pointe Advisors
California
$10.3M
IPW
217
Invictus Private Wealth
Colorado
$10.3M
WCM
218
Winthrop Capital Management
Indiana
$10.2M
WA
219
Wealthstar Advisors
Texas
$10.1M
FWM
220
Foguth Wealth Management
Michigan
$10M
FBB
221
Fulton Breakefield Broenniman
Maryland
$9.93M
TWC
222
TD Waterhouse Canada
Ontario, Canada
$9.88M
SL
223
Sentinus LLC
Illinois
$9.83M
BWG
224
Beta Wealth Group
California
$9.73M
LF
225
Lighthouse Financial
Florida
$9.49M