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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 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+12
Holders Change %
+1.18%
% 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
81
Calls
$1.63B
Puts
$4.83B
Net Calls
-$3.2B
Net Calls Change
-$686M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
451
Simplicity Wealth
New Jersey
$1.55M +$507K +4,627 +49%
FFP
452
Freedom Financial Partners
Minnesota
$1.55M -$19.7K -180 -1%
KFP
453
KMG Fiduciary Partners
Ohio
$1.55M +$72.8K +664 +5%
RPCA
454
Running Point Capital Advisors
California
$1.55M +$55K +502 +4%
FAIM
455
Financial Advocates Investment Management
Washington
$1.54M -$361K -3,292 -19%
FSA
456
Financial Sense Advisors
California
$1.54M +$33.2K +303 +2%
CCFM
457
Clear Creek Financial Management
Washington
$1.53M -$181K -1,647 -11%
CWM
458
Copia Wealth Management
Oregon
$1.52M -$394K -3,591 -21%
CFAM
459
Center For Asset Management
Florida
$1.51M +$383K +3,579 +34%
FWP
460
Forefront Wealth Partners
Texas
$1.5M +$74.1K +694 +5%
UFA
461
Uptown Financial Advisors
Texas
$1.48M -$82.8K -755 -5%
AFO
462
Arrowroot Family Office
California
$1.48M +$1.48M +13,518 New
BLFG
463
Brian Low Financial Group
Louisiana
$1.47M +$1.47M +13,437 New
IA
464
IFP Advisors
Florida
$1.47M +$12.6K +115 +0.9%
SWM
465
SeaCrest Wealth Management
New York
$1.46M -$1.43K -13 -0.1%
DI
466
Disciplined Investments
Oklahoma
$1.46M -$7.78K -71 -0.5%
BCM
467
Brookstone Capital Management
Illinois
$1.46M -$6.03K -55 -0.4%
SS
468
Sunbelt Securities
Texas
$1.44M -$172K -1,609 -11%
FA
469
Fiducient Advisors
Illinois
$1.44M +$29K +265 +2%
SG
470
StoneX Group
New York
$1.44M +$66.8K +609 +5%
OCM
471
Orleans Capital Management
Louisiana
$1.42M +$11K +100 +0.8%
GF
472
Gries Financial
Ohio
$1.41M -$48.9K -446 -3%
CGH
473
CMG Global Holdings
Texas
$1.4M -$10K -92 -0.7%
SW
474
SteelPeak Wealth
California
$1.38M -$179K -1,629 -11%
William Blair & Company
475
William Blair & Company
Illinois
$1.36M +$227K +2,072 +20%