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PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

190 hedge funds and large institutions have $1.07B invested in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

40% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 55

10% more funds holding

Funds holding: 172190 (+18)

1.77% more ownership

Funds ownership: 76.5%78.27% (+1.8%)

4% more capital invested

Capital invested by funds: $1.03B → $1.07B (+$42.8M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
190
Holders Change
+18
Holders Change %
+10.47%
% of All Funds
2.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
32
Increased
77
Reduced
55
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$178M +$5.05M +51,231 +3%
LPL Financial
2
LPL Financial
California
$121M +$11.9M +120,717 +11%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$109M +$244K +2,477 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$64.7M +$3.68M +37,395 +6%
RIP
5
RAM Investment Partners
Washington
$46M +$4.29M +43,546 +10%
OIA
6
OneDigital Investment Advisors
Kansas
$34.9M +$3.38M +34,327 +11%
Allianz Asset Management
7
Allianz Asset Management
Germany
$29M -$3.11M -31,554 -10%
MAG
8
Mokosak Advisory Group
Iowa
$23.4M +$482K +4,895 +2%
VIA
9
Vickerman Investment Advisors
Washington
$20.5M -$2.42M -24,557 -10%
UBS Group
10
UBS Group
Switzerland
$19.1M -$430K -4,367 -2%
XF
11
XML Financial
Maryland
$17.3M -$555K -5,635 -3%
NA
12
NewEdge Advisors
Louisiana
$16.7M -$958K -9,729 -5%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$15.6M +$1.9M +19,297 +14%
GFA
14
Gallagher Fiduciary Advisors
Illinois
$14.2M +$2.1M +21,288 +17%
NG
15
Novem Group
New York
$14M +$650K +6,595 +5%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$13.8M +$907K +9,207 +7%
MWM
17
Modern Wealth Management
Kansas
$13.7M +$337K +3,417 +3%
GVAG
18
Great Valley Advisor Group
Delaware
$13.3M -$275K -2,787 -2%
Cerity Partners
19
Cerity Partners
New York
$12.4M +$7.42M +75,309 +148%
FCM
20
Fortis Capital Management
Washington
$10.7M +$919K +9,329 +9%
NWAG
21
Net Worth Advisory Group
Utah
$10.2M +$1.06M +10,799 +12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$10.2M -$228K -2,312 -2%
Wells Fargo
23
Wells Fargo
California
$10.1M +$1.75M +17,770 +21%
ML
24
McAdam LLC
Pennsylvania
$10.1M +$663K +6,735 +7%
Jane Street
25
Jane Street
New York
$8.95M +$4.1M +41,587 +83%