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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 %
CBT
351
Crews Bank & Trust
Florida
$2.95M +$38K +350 +1%
UBP
352
Union Bancaire Privee
Switzerland
$2.95M -$260K -2,444 -8%
TFA
353
Transamerica Financial Advisors
Florida
$2.93M -$186K -1,707 -6%
TF
354
TME Financial
California
$2.9M -$514K -4,727 -15%
EFA
355
Edge Financial Advisors
Illinois
$2.89M +$2.89M +26,635 New
CA
356
Calton & Associates
Florida
$2.88M +$2.88M +26,522 New
BAAM
357
Baker Avenue Asset Management
California
$2.88M +$148K +1,358 +5%
ACP
358
Argyle Capital Partners
California
$2.84M +$198K +1,818 +7%
OWA
359
One Wealth Advisors
California
$2.81M +$117K +1,081 +4%
IF
360
Ironwood Financial
Arizona
$2.8M -$29.5K -271 -1%
KLCM
361
KG&L Capital Management
Louisiana
$2.79M +$110K +1,010 +4%
CGF
362
Constant Guidance Financial
Massachusetts
$2.78M +$2.78M +25,612 New
CW
363
CreativeOne Wealth
Kansas
$2.77M +$63.3K +582 +2%
FFA
364
Farther Finance Advisors
California
$2.76M +$1.29M +11,848 +87%
UB
365
UMB Bank
Missouri
$2.75M +$1.17M +10,808 +74%
RFC
366
Regions Financial Corp
Alabama
$2.74M -$291K -2,681 -10%
TF
367
Tompkins Financial
New York
$2.72M +$323K +2,975 +13%
NEAM
368
New England Asset Management
Connecticut
$2.72M
PP
369
Pacifica Partners
Canada
$2.7M +$258K +2,373 +11%
IFA
370
Interactive Financial Advisors
Illinois
$2.69M -$44.6K -410 -2%
NA
371
Note Advisors
New York
$2.68M +$122K +1,124 +5%
CA
372
Clearstead Advisors
Ohio
$2.68M -$3.76M -34,590 -58%
DSC
373
Duncker Streett & Co
Missouri
$2.64M -$2.28K -21 -0.1%
AWF
374
Alpha Wealth Funds
Utah
$2.62M +$176K +1,617 +7%
CFG
375
Citizens Financial Group
Rhode Island
$2.61M -$4M -36,797 -61%