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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 %
SC
301
Sagil Capital
United Kingdom
$3.97M +$3.97M +36,200 New
PAS
302
PKS Advisory Services
New York
$3.93M -$365K -3,334 -9%
Jones Financial Companies
303
Jones Financial Companies
Missouri
$3.88M +$603K +5,529 +18%
SFA
304
Sequoia Financial Advisors
Ohio
$3.88M -$460K -4,193 -11%
Kovitz Investment Group Partners
305
Kovitz Investment Group Partners
Illinois
$3.85M -$3.33M -30,365 -46%
AIP
306
Ameritas Investment Partners
Nebraska
$3.85M -$329K -3,000 -8%
BHCM
307
Brevan Howard Capital Management
Jersey
$3.84M +$3.84M +35,000 New
SFS
308
Sowell Financial Services
Arkansas
$3.81M +$13.5K +123 +0.4%
HWMC
309
Heritage Wealth Management (California)
California
$3.8M +$142K +1,293 +4%
SR
310
Syntax Research
Florida
$3.78M +$461K +4,208 +14%
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$3.77M +$305K +2,786 +9%
JPLA
312
Joseph P. Lucia & Associates
New York
$3.73M +$39.7K +362 +1%
BI
313
Ballast Inc
Kentucky
$3.73M +$1.7M +15,530 +84%
BPAMU
314
BTG Pactual Asset Management US
New York
$3.71M +$182K +1,659 +5%
ISWM
315
Independent Solutions Wealth Management
New York
$3.68M -$17.6K -161 -0.5%
CAL
316
Capital Analysts LLC
Pennsylvania
$3.67M +$49.1K +448 +1%
TF
317
TME Financial
California
$3.65M +$723K +6,592 +25%
AWF
318
Alpha Wealth Funds
Utah
$3.63M +$987K +9,005 +37%
NS
319
NBC Securities
Alabama
$3.59M -$119K -1,089 -3%
LA
320
LWM Advisors
California
$3.51M -$3.36M
RC
321
Rovin Capital
Arizona
$3.42M -$5.02M -45,776 -59%
WHG
322
Westwood Holdings Group
Texas
$3.38M -$158K -1,438 -4%
WFAG
323
Wescott Financial Advisory Group
Pennsylvania
$3.38M +$169K +1,546 +5%
PCM
324
Prelude Capital Management
New York
$3.37M +$3.37M +30,730 New
MAM
325
MMA Asset Management
Pennsylvania
$3.33M +$267K +2,437 +9%