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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
WC
351
Waterloo Capital
Texas
$2.94M
KLCM
352
KG&L Capital Management
Louisiana
$2.91M
WA
353
Waverly Advisors
Alabama
$2.9M
KP
354
Keel Point
Alabama
$2.9M
CA
355
CV Advisors
Florida
$2.89M
RFC
356
Regions Financial Corp
Alabama
$2.88M
OWA
357
One Wealth Advisors
California
$2.87M
BAAM
358
Baker Avenue Asset Management
California
$2.85M
I
359
INVST
Indiana
$2.81M
NA
360
Note Advisors
New York
$2.81M
IF
361
Ironwood Financial
Arizona
$2.8M
SSCM
362
Spectrum Strategic Capital Management
Oregon
$2.79M
FFA
363
Farther Finance Advisors
California
$2.77M
NEAM
364
New England Asset Management
Connecticut
$2.74M
MWM
365
MFG Wealth Management
Indiana
$2.74M
JCM
366
Jacobi Capital Management
Pennsylvania
$2.72M
PP
367
Pacifica Partners
Canada
$2.71M
CBT
368
Crews Bank & Trust
Florida
$2.69M
AWM
369
Alterna Wealth Management
Texas
$2.68M
CL
370
CVFG LLC
Indiana
$2.67M
CA
371
Clearstead Advisors
Ohio
$2.67M
CGF
372
Constant Guidance Financial
Massachusetts
$2.67M
IFA
373
Interactive Financial Advisors
Illinois
$2.65M
SFG
374
Seamount Financial Group
Colorado
$2.64M
BCIM
375
Bishop & Co Investment Management
Pennsylvania
$2.62M