CORP icon

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$182M -$18.8M -194,447 -9%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$138M +$10.5M +108,787 +8%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$84.3M -$7.11M -73,438 -8%
LPL Financial
4
LPL Financial
California
$68.8M +$6.14M +63,455 +10%
Morgan Stanley
5
Morgan Stanley
New York
$53.9M -$1.57M -16,178 -3%
Allianz Asset Management
6
Allianz Asset Management
Germany
$39.7M +$8.08M +83,498 +26%
OIA
7
OneDigital Investment Advisors
Kansas
$35.2M +$4.4M +45,494 +14%
RIP
8
RAM Investment Partners
Washington
$34M +$3.27M +33,825 +11%
VIA
9
Vickerman Investment Advisors
Washington
$21.5M +$21.5M +221,795 New
MAG
10
Mokosak Advisory Group
Iowa
$21.4M +$1.38M +14,269 +7%
UBS Group
11
UBS Group
Switzerland
$19.3M +$569K +5,878 +3%
XF
12
XML Financial
Maryland
$15.8M -$319K -3,293 -2%
GFA
13
Gallagher Fiduciary Advisors
Illinois
$12.6M +$12.6M +130,154 New
NA
14
NewEdge Advisors
Louisiana
$12.4M +$6.19M +63,931 +99%
NG
15
Novem Group
New York
$11.6M +$1.26M +13,051 +12%
TNA
16
True North Advisors
Texas
$11.2M +$11.2M +115,841 New
FCM
17
Fortis Capital Management
Washington
$10.8M -$2.71M -28,027 -20%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10.8M -$139K -1,438 -1%
TCM
19
Towercrest Capital Management
Pennsylvania
$10.5M +$867K +8,961 +9%
AWMG
20
Alliance Wealth Management Group
New Jersey
$10.5M +$887K +9,167 +9%
CW
21
CreativeOne Wealth
Kansas
$10M -$3.77M -38,932 -27%
NWAG
22
Net Worth Advisory Group
Utah
$9.41M +$130K +1,346 +1%
Wells Fargo
23
Wells Fargo
California
$9.17M +$1.23M +12,662 +15%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.89M +$507K +5,235 +6%
ML
25
McAdam LLC
Pennsylvania
$8.72M -$184K -1,899 -2%