LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,128 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 173 funds opening new positions, 437 increasing their positions, 361 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 funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.47% more ownership

Funds ownership: 96.71%101.17% (+4.5%)

2% more capital invested

Capital invested by funds: $30.1B → $30.8B (+$751M)

21% less call options, than puts

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

Holders
1,128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
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
ITB
201
Idaho Trust Bank
Idaho
$12M
Jones Financial Companies
202
Jones Financial Companies
Missouri
$11.5M
NWAG
203
Net Worth Advisory Group
Utah
$11.5M
TCM
204
Twele Capital Management
Minnesota
$11.4M
CWMGP
205
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$11.3M
TDWM
206
Topel & Distasi Wealth Management
California
$11.3M
LL
207
LPWM LLC
Minnesota
$11.3M
GCM
208
Genus Capital Management
British Columbia, Canada
$11.2M
SAG
209
Susquehanna Advisors Group
Pennsylvania
$11.1M
MSA
210
MUFG Securities Americas
New York
$11M
TW
211
Trajan Wealth
Arizona
$10.9M
BCM
212
BlueCrest Capital Management
Jersey
$10.9M
FA
213
Finhabits Advisors
New York
$10.9M
EI
214
EFG International
$10.6M
WB
215
WesBanco Bank
West Virginia
$10.6M
SMI
216
Shelter Mutual Insurance
Missouri
$10.5M
KF
217
Kelsey Financial
California
$10.4M
BPA
218
Beacon Pointe Advisors
California
$10.3M
IPW
219
Invictus Private Wealth
Colorado
$10.3M
WCM
220
Winthrop Capital Management
Indiana
$10.2M
WA
221
Wealthstar Advisors
Texas
$10.1M
FWM
222
Foguth Wealth Management
Michigan
$10M
FBB
223
Fulton Breakefield Broenniman
Maryland
$9.93M
TWC
224
TD Waterhouse Canada
Ontario, Canada
$9.88M
SL
225
Sentinus LLC
Illinois
$9.83M