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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 %
CWP
326
Corepath Wealth Partners
Arizona
$3.33M +$173K +1,585 +5%
ANTB
327
AMG National Trust Bank
Colorado
$3.31M -$493K -4,495 -13%
CA
328
CoreCap Advisors
Michigan
$3.27M -$1.03M -9,367 -24%
OIA
329
OneDigital Investment Advisors
Kansas
$3.26M -$42.7K -390 -1%
MAG
330
Mokosak Advisory Group
Iowa
$3.22M -$137K -1,254 -4%
TCM
331
TT Capital Management
California
$3.22M +$548 +5 +0%
EWA
332
ERTS Wealth Advisors
Michigan
$3.2M -$938K -8,556 -23%
FRA
333
Frank Rimerman Advisors
California
$3.19M -$26.1K -238 -0.8%
CA
334
Calton & Associates
Florida
$3.19M +$279K +2,548 +10%
ACA
335
Anchor Capital Advisors
Massachusetts
$3.19M -$19.8K -181 -0.6%
FF
336
Farrell Financial
New York
$3.15M -$19.5K -178 -0.6%
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$3.15M -$1M -9,129 -24%
AC
338
Apella Capital
Connecticut
$3.12M +$3.12M +28,790 New
FPW
339
Flagship Private Wealth
Massachusetts
$3.12M +$113K +1,031 +4%
Cohen & Steers
340
Cohen & Steers
New York
$3.11M +$3.11M +28,398 New
TF
341
Tompkins Financial
New York
$3.11M +$361K +3,293 +13%
CB
342
Commerce Bank
Missouri
$3.07M +$22.8K +208 +0.7%
ACP
343
Argyle Capital Partners
California
$3.02M +$157K +1,432 +5%
EAM
344
Eukles Asset Management
Ohio
$3.01M -$29.9K -273 -1%
TFA
345
Transamerica Financial Advisors
Florida
$3M +$47K +429 +2%
IWC
346
Integrated Wealth Concepts
Massachusetts
$3M +$572K +5,221 +24%
UBP
347
Union Bancaire Privee
Switzerland
$2.96M
WC
348
Waterloo Capital
Texas
$2.94M +$2.67M +24,362 +1,005%
KLCM
349
KG&L Capital Management
Louisiana
$2.91M +$97.8K +892 +3%
WA
350
Waverly Advisors
Alabama
$2.9M +$1.94M +17,680 +201%