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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

168 hedge funds and large institutions have $1.01B invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-7
Holders Change %
-4%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
12
Increased
68
Reduced
61
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$175M -$8.38M -86,122 -5%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$132M -$6.92M -71,129 -5%
LPL Financial
3
LPL Financial
California
$81.3M +$12.1M +124,194 +17%
Morgan Stanley
4
Morgan Stanley
New York
$57.8M +$3.57M +36,714 +7%
Allianz Asset Management
5
Allianz Asset Management
Germany
$40.4M +$491K +5,050 +1%
GVAG
6
Great Valley Advisor Group
Delaware
$37.8M +$37.8M +388,600 New
RIP
7
RAM Investment Partners
Washington
$37M +$2.87M +29,491 +8%
OIA
8
OneDigital Investment Advisors
Kansas
$36.1M +$710K +7,300 +2%
VIA
9
Vickerman Investment Advisors
Washington
$22.1M +$532K +5,466 +2%
MAG
10
Mokosak Advisory Group
Iowa
$22.1M +$516K +5,298 +2%
UBS Group
11
UBS Group
Switzerland
$19.4M -$52.5K -539 -0.3%
XF
12
XML Financial
Maryland
$16.3M +$452K +4,645 +3%
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$14.6M -$70.1M -720,700 -83%
NA
14
NewEdge Advisors
Louisiana
$14M +$1.55M +15,960 +12%
NG
15
Novem Group
New York
$12.5M +$779K +8,007 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.7M +$1.8M +18,486 +20%
AWMG
17
Alliance Wealth Management Group
New Jersey
$10.7M +$204K +2,092 +2%
TCM
18
Towercrest Capital Management
Pennsylvania
$10.7M +$204K +2,092 +2%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$10.5M +$10.5M +108,389 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10.3M -$518K -5,322 -5%
NWAG
21
Net Worth Advisory Group
Utah
$9.49M +$33.5K +344 +0.4%
ML
22
McAdam LLC
Pennsylvania
$8.94M +$173K +1,775 +2%
FCM
23
Fortis Capital Management
Washington
$8.63M -$2.27M -23,301 -21%
Wells Fargo
24
Wells Fargo
California
$8.54M -$678K -6,971 -7%
CW
25
CreativeOne Wealth
Kansas
$7.94M -$2.14M -21,984 -21%