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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,013 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 82 funds opening new positions, 376 increasing their positions, 383 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
-54
Holders Change %
-5.06%
% of All Funds
13.76%
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
82
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 %
SWP
426
ShoreHaven Wealth Partners
New Jersey
$1.81M -$48.5K -446 -3%
IAG
427
Investment Advisory Group
Massachusetts
$1.8M -$16.7K -154 -0.9%
BWM
428
BankPlus Wealth Management
Mississippi
$1.79M +$493K +4,536 +38%
Bessemer Group
429
Bessemer Group
New Jersey
$1.79M +$7.29K +67 +0.4%
KWS
430
Keystone Wealth Services
California
$1.79M +$1.3K +12 +0.1%
VHAM
431
Van Hulzen Asset Management
California
$1.77M -$378K -3,481 -18%
Pathstone Holdings
432
Pathstone Holdings
New Jersey
$1.75M +$152K +1,397 +9%
CL
433
Choreo LLC
Illinois
$1.74M -$145K -1,334 -8%
P
434
&Partners
Tennessee
$1.74M -$2.22M -20,481 -56%
PIA
435
Perennial Investment Advisors
California
$1.74M +$422K +3,879 +32%
AFO
436
Allie Family Office
Florida
$1.73M
JC
437
JB Capital
Connecticut
$1.7M +$419K +3,851 +33%
CCFM
438
Clear Creek Financial Management
Washington
$1.69M -$2.98M -27,455 -64%
WS
439
Wedbush Securities
California
$1.69M -$40.2K -370 -2%
PFS
440
Prospera Financial Services
Texas
$1.66M -$48.3K -444 -3%
BCA
441
Bay Capital Advisors
Virginia
$1.66M +$283K +2,600 +21%
SWA
442
Stratos Wealth Advisors
Ohio
$1.64M -$9.56M -87,955 -85%
SS
443
Sunbelt Securities
Texas
$1.64M +$175K +1,609 +12%
JSSH
444
J. Safra Sarasin Holding
$1.63M
1832 Asset Management
445
1832 Asset Management
Ontario, Canada
$1.63M -$4.52M -41,555 -74%
MFIM
446
Mesirow Financial Investment Management
Illinois
$1.62M +$15.2K +140 +0.9%
CTA
447
Chesley Taft & Associates
Illinois
$1.61M +$49.5K +455 +3%
FFP
448
Freedom Financial Partners
Minnesota
$1.56M -$18.4K -169 -1%
N
449
Natixis
France
$1.55M +$637K +5,868 +69%
UFA
450
Uptown Financial Advisors
Texas
$1.55M +$104K +953 +7%