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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

172 hedge funds and large institutions have $1.03B invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

0% more capital invested

Capital invested by funds: $1.03B → $1.03B (+$418K)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 173172 (-1)

86.81% less ownership

Funds ownership: 163.31%76.5% (-87%)

Holders
172
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.26%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
68
Reduced
58
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$482K +$675K +6,919 New
CCFM
102
Clear Creek Financial Management
Washington
$478K -$281K -2,880 -37%
BWG
103
Boomfish Wealth Group
Georgia
$476K +$46.1K +473 +11%
BWMG
104
Barnes Wealth Management Group
California
$454K -$690K -7,077 -61%
VHAM
105
Van Hulzen Asset Management
California
$452K +$64.9K +666 +17%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$436K -$440K -4,513 -51%
PS
107
Principal Securities
Iowa
$427K -$659K -6,757 -61%
RWM
108
Rialto Wealth Management
New York
$415K
EFG
109
Ehrlich Financial Group
California
$410K -$81.5K -836 -17%
KWS
110
Keystone Wealth Services
California
$405K
IA
111
IFP Advisors
Florida
$392K
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$391K +$2.15K +22 +0.6%
SFGP
113
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$379K -$146K -1,502 -28%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$365K
CL
115
Choreo LLC
Illinois
$358K -$15.1K -155 -4%
AAS
116
Ameritas Advisory Services
Nebraska
$336K -$303K -3,103 -48%
MA
117
Mutual Advisors
Nebraska
$312K +$307K +3,144 New
EWA
118
EverSource Wealth Advisors
Alabama
$307K -$381K -3,904 -56%
MSAM
119
Moloney Securities Asset Management
Missouri
$299K -$292 -3 -0.1%
Comerica Bank
120
Comerica Bank
Texas
$291K
KFGK
121
Keystone Financial Group (Kentucky)
Kentucky
$287K +$12.6K +129 +5%
PFM
122
Peak Financial Management
Massachusetts
$274K
SC
123
Savant Capital
Illinois
$269K +$266K +2,729 New
CWM
124
Cornerstone Wealth Management
Missouri
$255K -$19K -195 -7%
CSP
125
Cary Street Partners
Virginia
$249K -$24.6K -252 -9%