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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 83 funds opening new positions, 376 increasing their positions, 383 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-53
Holders Change %
-4.97%
% 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
83
Increased
376
Reduced
383
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 %
SFM
401
Soros Fund Management
New York
$2.17M -$59.8M -550,000 -96%
FA
402
Flagstar Advisors
New York
$2.17M -$10.3K -95 -0.5%
National Bank of Canada
403
National Bank of Canada
Quebec, Canada
$2.15M +$570K +5,244 +36%
RC
404
Roundview Capital
New Jersey
$2.14M -$130K -1,197 -6%
CAAM
405
Cornerstone Advisors Asset Management
Pennsylvania
$2.11M +$2.11M +19,388 New
CWM
406
Congress Wealth Management
Massachusetts
$2.1M -$2.71M -24,954 -56%
AI
407
Arrien Investments
Idaho
$2.1M +$58.8K +541 +3%
BCM
408
Brasada Capital Management
Texas
$2.08M +$713K +6,768 +52%
MLIC
409
Mandatum Life Insurance Company
Finland
$2.04M -$28.4K -261 -1%
IAS
410
Insigneo Advisory Services
Florida
$2.04M -$812K -7,468 -29%
BIG
411
Brookwood Investment Group
Arizona
$2.02M +$2.02M +18,547 New
BI
412
Ballast Inc
Kentucky
$2.01M +$165K +1,522 +9%
APW
413
Aurora Private Wealth
New Jersey
$1.98M +$151K +1,385 +8%
ACM
414
Arcataur Capital Management
Wisconsin
$1.97M -$128K -1,175 -6%
CFS
415
Coordinated Financial Services
Colorado
$1.95M +$124K +1,139 +7%
RA
416
RFG Advisory
Alabama
$1.94M -$2.18M -20,014 -53%
BCP
417
Berkeley Capital Partners
Georgia
$1.93M -$2.61K -24 -0.1%
LSPW
418
Lake Street Private Wealth
Illinois
$1.92M +$25.2K +232 +1%
CWM
419
Copia Wealth Management
Oregon
$1.9M +$72.7K +669 +4%
LA
420
LexAurum Advisors
Kansas
$1.9M
BL
421
BCWM LLC
Kansas
$1.89M +$66.7K +614 +4%
SCG
422
Sonata Capital Group
Washington
$1.83M +$1.74K +16 +0.1%
CFG
423
Cosner Financial Group
Colorado
$1.83M +$1.26M +11,586 +221%
KWMG
424
King Wealth Management Group
Florida
$1.82M -$91.7K -844 -5%
FAIM
425
Financial Advocates Investment Management
Washington
$1.82M +$68K +651 +4%