LQD icon

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
SFM
401
Soros Fund Management
New York
$2.19M
DS
402
DRW Securities
Illinois
$2.19M
MFG
403
Merit Financial Group
Georgia
$2.18M
CIA
404
Concurrent Investment Advisors
Florida
$2.15M
UB
405
UMB Bank
Missouri
$2.15M
FNBT
406
FineMark National Bank & Trust
Florida
$2.12M
BCI
407
Brinker Capital Investments
Pennsylvania
$2.1M
CWM
408
Congress Wealth Management
Massachusetts
$2.1M
BIG
409
Brookwood Investment Group
Arizona
$2.08M
V
410
ViaWealth
Kansas
$2.08M
MLIC
411
Mandatum Life Insurance Company
Finland
$2.06M
LSPW
412
Lake Street Private Wealth
Illinois
$2.06M
BAM
413
Broyhill Asset Management
North Carolina
$2.05M
GSWA
414
Good Steward Wealth Advisors
Tennessee
$2.04M
LFAS
415
Level Four Advisory Services
Texas
$2.02M
PIA
416
Perennial Investment Advisors
California
$2.01M
LF
417
Lighthouse Financial
Florida
$2M
CFS
418
Coordinated Financial Services
Colorado
$2M
APW
419
Aurora Private Wealth
New Jersey
$2M
ACM
420
Arcataur Capital Management
Wisconsin
$1.98M
BCM
421
Brasada Capital Management
Texas
$1.98M
CW
422
CreativeOne Wealth
Kansas
$1.95M
BCP
423
Berkeley Capital Partners
Georgia
$1.95M
PCIA
424
Prime Capital Investment Advisors
Kansas
$1.94M
BI
425
Ballast Inc
Kentucky
$1.92M