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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,038 hedge funds and large institutions have $29B 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, 415 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

15% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 415

66% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $4.83B

Holders
1,038
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.63B
Puts
$4.83B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGF
301
Plan Group Financial
Oklahoma
$4.06M
EWA
302
Evolution Wealth Advisors
Florida
$4.01M
IMC Chicago
303
IMC Chicago
Illinois
$4M
ASN
304
Advisory Services Network
Georgia
$3.99M
SC
305
Sagil Capital
United Kingdom
$3.97M
PAS
306
PKS Advisory Services
New York
$3.93M
Jones Financial Companies
307
Jones Financial Companies
Missouri
$3.88M
SFA
308
Sequoia Financial Advisors
Ohio
$3.88M
Kovitz Investment Group Partners
309
Kovitz Investment Group Partners
Illinois
$3.85M
AIP
310
Ameritas Investment Partners
Nebraska
$3.85M
BHCM
311
Brevan Howard Capital Management
Jersey
$3.84M
SFS
312
Sowell Financial Services
Arkansas
$3.81M
HWMC
313
Heritage Wealth Management (California)
California
$3.8M
SR
314
Syntax Research
Florida
$3.78M
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$3.77M
JPLA
316
Joseph P. Lucia & Associates
New York
$3.73M
BPAMU
317
BTG Pactual Asset Management US
New York
$3.71M
ISWM
318
Independent Solutions Wealth Management
New York
$3.68M
CAL
319
Capital Analysts LLC
Pennsylvania
$3.67M
TF
320
TME Financial
California
$3.65M
AWF
321
Alpha Wealth Funds
Utah
$3.63M
NS
322
NBC Securities
Alabama
$3.59M
LA
323
LWM Advisors
California
$3.51M
RC
324
Rovin Capital
Arizona
$3.42M
WHG
325
Westwood Holdings Group
Texas
$3.38M