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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 %
ECM
501
Evergreen Capital Management
Washington
$1.17M -$3.37M -30,993 -74%
KWA
502
Kingswood Wealth Advisors
California
$1.17M -$162K -1,495 -12%
CA
503
Cambridge Advisors
Nebraska
$1.16M
CFAM
504
Center For Asset Management
Florida
$1.15M -$416K -3,831 -27%
HFA
505
High Falls Advisors
New York
$1.14M -$238K -2,194 -17%
DADC
506
D.A. Davidson & Co
Montana
$1.14M -$120K -1,102 -10%
NCM
507
Neumann Capital Management
California
$1.14M +$5.54K +51 +0.5%
Verition Fund Management
508
Verition Fund Management
Connecticut
$1.13M +$1.13M +10,436 New
William Blair & Company
509
William Blair & Company
Illinois
$1.12M -$265K -2,439 -19%
SAM
510
Strategy Asset Managers
California
$1.11M +$114K +1,052 +11%
FCM
511
Family Capital Management
Michigan
$1.1M -$124K -1,141 -10%
VCP
512
Verus Capital Partners
Arizona
$1.09M -$254K -2,339 -19%
CTA
513
Camelot Technology Advisors
California
$1.08M +$978 +9 +0.1%
NL
514
NWAM LLC
Washington
$1.08M -$731K -6,730 -40%
CAG
515
Curtis Advisory Group
California
$1.07M +$21.5K +198 +2%
PTC
516
Private Trust Company
Ohio
$1.06M +$103K +950 +11%
BBA
517
BLB&B Advisors
Pennsylvania
$1.06M -$34.5K -317 -3%
LNB
518
Ledyard National Bank
$1.05M
AIM
519
Acropolis Investment Management
Missouri
$1.04M
SW
520
Simplicity Wealth
New Jersey
$1.04M +$460K +4,230 +80%
RG
521
Rathbones Group
United Kingdom
$1.03M +$8.7K +80 +0.8%
SA
522
Sincerus Advisory
New York
$1.02M -$131K -1,202 -11%
Lido Advisors
523
Lido Advisors
California
$1.02M -$140K -1,292 -12%
WA
524
Wealth Alliance
New York
$998K -$15.9K -146 -2%
B
525
Bellecapital
Switzerland
$997K