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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 %
Caisse de Depot et Placement du Quebec (CDPQ)
526
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$995K +$995K +9,150 New
FMWA
527
Forvis Mazars Wealth Advisors
Missouri
$992K -$177K -1,632 -15%
IPW
528
Intergy Private Wealth
Colorado
$984K +$184K +1,693 +23%
EB
529
Eastern Bank
Massachusetts
$983K -$69.9K -643 -7%
IC
530
Innealta Capital
Texas
$978K -$3.2M -29,455 -77%
DJYG
531
David J. Yvars Group
Florida
$977K +$85K +782 +10%
LPP
532
Life Planning Partners
Florida
$973K +$78.5K +722 +9%
EWA
533
Etesian Wealth Advisors
Oregon
$970K -$70.1K -645 -7%
RWIA
534
Roger Wittlin Investment Advisory
California
$967K -$112K -1,026 -10%
GAA
535
Global Assets Advisory
Florida
$967K +$757K +7,075 +361%
AW
536
Alteri Wealth
California
$966K +$735K +6,761 +318%
AIA
537
AssuredPartners Investment Advisors
Florida
$961K +$57.5K +529 +6%
WA
538
Waverly Advisors
Alabama
$957K -$4.67K -43 -0.5%
FFA
539
Founders Financial Alliance
North Carolina
$950K -$78.3K -720 -8%
MBT
540
Montecito Bank & Trust
California
$949K +$543 +5 +0.1%
DAS
541
Dynamic Advisor Solutions
Arizona
$940K +$32K +294 +4%
MPPLM
542
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$938K +$155K +1,425 +20%
WANY
543
Wealthspire Advisors (New York)
New York
$924K -$58.9K -542 -6%
CLOS
544
Compagnie Lombard Odier SCmA
Switzerland
$924K +$13K +120 +1%
ITIM
545
Indiana Trust & Investment Management
Indiana
$922K -$128K -1,175 -12%
PA
546
PFG Advisors
Arizona
$921K -$4.89K -45 -0.5%
Koshinski Asset Management
547
Koshinski Asset Management
Illinois
$921K +$13.9K +128 +2%
FL
548
FreeGulliver LLC
Louisiana
$920K
GM
549
GeoWealth Management
Illinois
$918K -$121K -1,109 -12%
CIAS
550
CBIZ Investment Advisory Services
Ohio
$913K -$15.4K -142 -2%