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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,014 hedge funds and large institutions have $27.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 376 increasing their positions, 382 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-52
Holders Change %
-4.88%
% of All Funds
13.78%
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
84
Increased
376
Reduced
382
Closed
108
Calls
$2.46B
Puts
$4.97B
Net Calls
-$2.51B
Net Calls Change
-$3.56B
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
301
Founders Financial Securities
Maryland
$4.08M +$558K +5,151 +16%
UCFA
302
United Capital Financial Advisors
Texas
$4.05M -$280K -2,576 -6%
CCM
303
Crabel Capital Management
California
$4.04M +$2.4M +22,077 +146%
EWA
304
Evolution Wealth Advisors
Florida
$4.03M -$83.6K -769 -2%
SS
305
SBI Securities
Japan
$3.98M +$304K +2,797 +8%
HA
306
Herold Advisors
New York
$3.91M +$322K +2,962 +9%
AWMT
307
AAFMAA Wealth Management & Trust
North Carolina
$3.9M -$7.44M -68,486 -66%
MFG
308
MidWestOne Financial Group
Iowa
$3.87M +$946K +8,703 +32%
ANTB
309
AMG National Trust Bank
Colorado
$3.77M -$35.3K -325 -0.9%
SFS
310
Sowell Financial Services
Arkansas
$3.77M +$67.1K +617 +2%
NA
311
NewEdge Advisors
Louisiana
$3.76M -$3.2M -29,462 -46%
BCIM
312
Bishop & Co Investment Management
Pennsylvania
$3.76M -$64.5K -593 -2%
MAS
313
Meeder Advisory Services
Ohio
$3.72M +$135K +1,243 +4%
ASN
314
Advisory Services Network
Georgia
$3.69M +$96.6K +889 +3%
NS
315
NBC Securities
Alabama
$3.68M +$3.68M +33,817 +96,620%
ISWM
316
Independent Solutions Wealth Management
New York
$3.67M +$40.8K +375 +1%
JPLA
317
Joseph P. Lucia & Associates
New York
$3.66M +$67.9K +625 +2%
HWMC
318
Heritage Wealth Management (California)
California
$3.63M -$118K -1,089 -3%
CAL
319
Capital Analysts LLC
Pennsylvania
$3.59M -$32.1M -294,997 -90%
WHG
320
Westwood Holdings Group
Texas
$3.51M +$600K +5,522 +21%
BPAMU
321
BTG Pactual Asset Management US
New York
$3.5M -$6.67M -61,394 -66%
LWM
322
Lionsbridge Wealth Management
Florida
$3.47M -$325K -2,989 -9%
Wolverine Trading
323
Wolverine Trading
Illinois
$3.44M +$3.44M +31,675 New
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$3.43M -$180K -1,654 -5%
LA
325
LWM Advisors
California
$3.36M -$3.51M -32,821 Closed