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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,026 hedge funds and large institutions have $28.9B 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, 407 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+13
Holders Change %
+1.28%
% of All Funds
13.76%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.02%
New
111
Increased
352
Reduced
407
Closed
80
Calls
$1.63B
Puts
$4.83B
Net Calls
-$3.2B
Net Calls Change
-$686M
Name Holding Trade Value Shares
Change
Shares
Change %
BL
426
BCWM LLC
Kansas
$1.81M -$94.7K -864 -5%
MG
427
Marex Group
$1.8M +$1.8M +16,380 New
AWAU
428
Alliance Wealth Advisors (Utah)
Utah
$1.8M -$598K -5,460 -25%
KWS
429
Keystone Wealth Services
California
$1.79M -$9.87K -90 -0.5%
IAG
430
Investment Advisory Group
Massachusetts
$1.79M -$31.7K -289 -2%
VHAM
431
Van Hulzen Asset Management
California
$1.78M +$1.1K +10 +0.1%
Bessemer Group
432
Bessemer Group
New Jersey
$1.78M -$31.6K -288 -2%
RC
433
Roundview Capital
New Jersey
$1.77M -$387K -3,530 -18%
AP
434
Advisors Preferred
Maryland
$1.76M +$1.76M +16,083 New
SAM
435
Smartleaf Asset Management
Massachusetts
$1.75M +$240K +2,202 +16%
KWMG
436
King Wealth Management Group
Florida
$1.74M -$98.1K -895 -5%
Pathstone Holdings
437
Pathstone Holdings
New Jersey
$1.73M -$33.3K -304 -2%
SCG
438
Sonata Capital Group
Washington
$1.72M -$123K -1,124 -7%
JWCA
439
J.W. Cole Advisors
Florida
$1.7M +$269K +2,455 +19%
CA
440
Cambridge Advisors
Nebraska
$1.69M +$515K +4,700 +44%
PFS
441
Prospera Financial Services
Texas
$1.69M +$8.44K +77 +0.5%
HT
442
Headlands Technologies
Illinois
$1.65M -$5.15M -47,016 -76%
Legal & General Group
443
Legal & General Group
United Kingdom
$1.65M -$11.9M -108,148 -88%
JSSH
444
J. Safra Sarasin Holding
$1.64M
MFIM
445
Mesirow Financial Investment Management
Illinois
$1.64M +$5.59K +51 +0.3%
FCC
446
Florin Court Capital
United Kingdom
$1.63M +$976K +8,900 +148%
AG
447
Ascent Group
Virginia
$1.59M +$329K +3,005 +26%
WIM
448
Warwick Investment Management
Texas
$1.57M -$685K -6,247 -30%
AFO
449
Allie Family Office
Florida
$1.56M -$180K -1,640 -10%
MWM
450
Melfa Wealth Management
Massachusetts
$1.56M +$33.9K +309 +2%