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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP

Overview Fund Activity

175 hedge funds and large institutions have $1.04B invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
–
Holders Change %
0%
% of All Funds
2.38%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
21
Increased
67
Reduced
58
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VIA
Vickerman Investment Advisors
Washington
+$21.5M
2
GFA
Gallagher Fiduciary Advisors
Illinois
+$12.6M
3
TNA
True North Advisors
Texas
+$11.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$10.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$8.08M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$18.8M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$7.11M
3
Raymond James Financial
Raymond James Financial
Florida
-$5.22M
4
IAA
Independent Advisor Alliance
North Carolina
-$4.8M
5
EK
Evensky & Katz
Florida
-$4.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
101
Clear Creek Financial Management
Washington
$575K +$35.3K +365 +7%
SFG
102
Stonebridge Financial Group
Pennsylvania
$528K +$109K +1,127 +26%
BCM
103
Barden Capital Management
Texas
$501K -$46.2K -477 -8%
GS
104
GTS Securities
New York
$458K +$458K +4,738 New
AWS
105
Atria Wealth Solutions
New York
$458K -$290 -3 -0.1%
BWG
106
Boomfish Wealth Group
Georgia
$432K -$13.8K -143 -3%
GSC
107
Ground Swell Capital
South Carolina
$431K +$431K +4,458 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$425K +$13.1K +136 +3%
RWM
109
Rialto Wealth Management
New York
$408K – – –
KWS
110
Keystone Wealth Services
California
$407K – – –
CIA
111
Concurrent Investment Advisors
Florida
$398K +$398K +4,110 New
GJIA
112
Glass Jacobson Investment Advisors
Maryland
$392K – – –
EFG
113
Ehrlich Financial Group
California
$389K +$3.29K +34 +0.9%
OMC
114
Old Mission Capital
Illinois
$383K -$804K -8,309 -68%
VHAM
115
Van Hulzen Asset Management
California
$375K +$215K +2,222 +134%
TWC
116
TD Waterhouse Canada
Ontario, Canada
$358K – – –
WA
117
Waverly Advisors
Alabama
$355K +$41.1K +425 +13%
CP
118
Capital Planning
Washington
$323K +$323K +3,338 New
MSAM
119
Moloney Securities Asset Management
Missouri
$322K +$3.19K +33 +1%
EW
120
Elyxium Wealth
California
$320K +$320K +3,309 New
Comerica Bank
121
Comerica Bank
Texas
$303K -$79.8K -825 -21%
Fisher Asset Management
122
Fisher Asset Management
Washington
$291K -$16.2K -167 -5%
KFGK
123
Keystone Financial Group (Kentucky)
Kentucky
$290K +$16.4K +170 +6%
PFM
124
Peak Financial Management
Massachusetts
$289K – – –
MWM
125
Modern Wealth Management
Kansas
$285K -$57.2K -591 -17%
3 4
5
6 7