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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 %
SW
451
SteelPeak Wealth
California
$1.54M -$26.6K -245 -2%
MWM
452
Melfa Wealth Management
Massachusetts
$1.51M +$436K +4,014 +40%
CIA
453
Concurrent Investment Advisors
Florida
$1.51M -$70.3K -647 -4%
SAM
454
Smartleaf Asset Management
Massachusetts
$1.51M +$347K +3,198 +30%
FSA
455
Financial Sense Advisors
California
$1.5M +$23.8K +219 +2%
WFAG
456
Worth Financial Advisory Group
North Carolina
$1.49M -$49.1K -452 -3%
RPCA
457
Running Point Capital Advisors
California
$1.48M +$67K +616 +5%
PCA
458
Prosperity Capital Advisors
Ohio
$1.48M +$277K +2,551 +23%
HW
459
Hancock Whitney
Mississippi
$1.47M +$158K +1,457 +12%
KFP
460
KMG Fiduciary Partners
Ohio
$1.46M +$196K +1,799 +15%
DI
461
Disciplined Investments
Oklahoma
$1.46M +$183K +1,681 +14%
SWM
462
SeaCrest Wealth Management
New York
$1.45M -$212K -1,952 -13%
BCM
463
Brookstone Capital Management
Illinois
$1.45M -$93K -856 -6%
GF
464
Gries Financial
Ohio
$1.45M -$58.5K -538 -4%
FWP
465
Forefront Wealth Partners
Texas
$1.45M -$75.4K -694 -5%
IA
466
IFP Advisors
Florida
$1.45M +$110K +1,008 +8%
JWCA
467
J.W. Cole Advisors
Florida
$1.42M +$115K +1,062 +9%
WIA
468
World Investment Advisors
California
$1.42M +$169K +1,555 +14%
AFTS
469
American Financial & Tax Strategies
New York
$1.41M -$543 -5 -0%
FA
470
Fiducient Advisors
Illinois
$1.4M +$37.1K +341 +3%
OBWG
471
Onyx Bridge Wealth Group
New York
$1.4M -$6.31M -58,075 -82%
OCM
472
Orleans Capital Management
Louisiana
$1.4M
CGH
473
CMG Global Holdings
Texas
$1.39M -$1.5K -14 -0.1%
AWA
474
Arete Wealth Advisors
Illinois
$1.38M +$632K +5,813 +85%
SG
475
StoneX Group
New York
$1.36M -$127K -1,164 -9%