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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,025 hedge funds and large institutions have $28.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 352 increasing their positions, 406 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
13.75%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.02%
New
111
Increased
352
Reduced
406
Closed
81
Calls
$1.63B
Puts
$4.83B
Net Calls
-$3.2B
Net Calls Change
-$686M
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$4.85M -$2M -18,202 -29%
PWM
277
Pines Wealth Management
North Carolina
$4.84M +$85.5K +784 +2%
SFG
278
SevenBridge Financial Group
Pennsylvania
$4.72M -$1.65M -15,022 -26%
BPWM
279
BCS Private Wealth Management
New Jersey
$4.7M +$4.7M +42,910 New
FCIM
280
Fairview Capital Investment Management
California
$4.65M -$535K -4,877 -10%
FFS
281
Founders Financial Securities
Maryland
$4.57M +$438K +3,992 +11%
CNB
282
Camden National Bank
Maine
$4.49M +$203K +1,849 +5%
FIM
283
Freedom Investment Management
Connecticut
$4.47M -$271K -2,472 -6%
IIA
284
IPG Investment Advisors
California
$4.4M +$3.71M +33,829 +532%
Loomis, Sayles & Company
285
Loomis, Sayles & Company
Massachusetts
$4.38M -$4.87M -44,420 -53%
RWS
286
Rochester Wealth Strategies
Michigan
$4.33M -$939K -8,569 -18%
JWBC
287
J.W. Burns & Co
New York
$4.3M -$313K -2,856 -7%
SS
288
SBI Securities
Japan
$4.29M +$277K +2,528 +7%
GL
289
Graypoint LLC
New York
$4.26M -$255K -2,328 -6%
CM
290
Cornerstone Management
Georgia
$4.25M -$6.14K -56 -0.1%
FSC
291
Full Sail Capital
Oklahoma
$4.17M -$151K -1,375 -3%
BPA
292
Beacon Pointe Advisors
California
$4.14M -$94.2K -859 -2%
JIR
293
James Investment Research
Ohio
$4.14M -$129K -1,173 -3%
LWA
294
Lantern Wealth Advisors
New York
$4.12M +$4.12M +37,582 New
HA
295
Herold Advisors
New York
$4.09M +$149K +1,360 +4%
SSA
296
SSA Swiss Advisors
$4.07M -$97.5K -896 -2%
PGF
297
Plan Group Financial
Oklahoma
$4.06M -$1.6M -14,564 -28%
EWA
298
Evolution Wealth Advisors
Florida
$4.01M -$55.2K -504 -1%
IMC Chicago
299
IMC Chicago
Illinois
$4M +$4M +36,502 New
ASN
300
Advisory Services Network
Georgia
$3.99M +$286K +2,619 +8%