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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,025 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, 406 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
13.75%
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
406
Closed
81
Calls
$1.63B
Puts
$4.83B
Net Calls
-$3.2B
Net Calls Change
-$686M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
526
Diversify Advisory Services
Utah
$987K +$155K +1,415 +19%
RWIA
527
Roger Wittlin Investment Advisory
California
$987K +$11.3K +103 +1%
WIA
528
World Investment Advisors
California
$987K -$442K -4,031 -31%
FMWA
529
Forvis Mazars Wealth Advisors
Missouri
$986K -$14K -128 -1%
WA
530
Wealth Alliance
New York
$978K -$28.2K -257 -3%
N
531
Natixis
France
$978K -$591K -5,391 -38%
BBA
532
BLB&B Advisors
Pennsylvania
$974K -$91K -830 -9%
SA
533
Sincerus Advisory
New York
$971K -$53.1K -487 -5%
IC
534
Innealta Capital
Texas
$960K -$26.7K -244 -3%
Lido Advisors
535
Lido Advisors
California
$956K -$71.5K -652 -7%
CLOS
536
Compagnie Lombard Odier SCmA
Switzerland
$946K +$14.8K +135 +2%
LAM
537
Lifestyle Asset Management
Texas
$941K +$941K +8,587 New
TCMP
538
Thrive Capital Management (Pennsylvania)
Pennsylvania
$941K +$941K +8,582 New
GM
539
GeoWealth Management
Illinois
$939K +$13K +119 +1%
FL
540
FreeGulliver LLC
Louisiana
$927K
UCFA
541
United Capital Financial Advisors
Texas
$922K -$3.17M -28,876 -77%
CIAS
542
CBIZ Investment Advisory Services
Ohio
$921K
FFN
543
Focus Financial Network
Minnesota
$917K -$2.74K -25 -0.3%
PAG
544
Private Advisory Group
Washington
$905K +$905K +8,256 New
TWP
545
Tempus Wealth Planning
California
$901K +$1.75K +16 +0.2%
WANY
546
Wealthspire Advisors (New York)
New York
$892K -$39.4K -359 -4%
BBHC
547
Brown Brothers Harriman & Co
New York
$889K +$45.5K +415 +5%
CFO
548
Capitol Family Office
Oregon
$888K +$11.5K +105 +1%
FFA
549
Founders Financial Alliance
North Carolina
$885K -$72.3K -660 -8%
LPP
550
Life Planning Partners
Florida
$882K -$99.1K -904 -10%