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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 %
CFP
551
Cypress Financial Planning
New Jersey
$879K +$11.8K +108 +1%
VVP
552
Venture Visionary Partners
Ohio
$879K +$394K +3,592 +81%
DE
553
Diversified Enterprises
Delaware
$873K -$361K -3,293 -29%
MC
554
Moors & Cabot
Massachusetts
$862K -$38.7K -353 -4%
CP
555
Clarendon Private
Massachusetts
$862K +$91.2K +832 +12%
TBT
556
Texas Bank & Trust
Texas
$853K
Koshinski Asset Management
557
Koshinski Asset Management
Illinois
$842K -$86.7K -791 -9%
ITIM
558
Indiana Trust & Investment Management
Indiana
$841K -$88.6K -808 -10%
WFS
559
WealthGarden F.S.
California
$840K +$16.8K +154 +2%
MSFS
560
Main Street Financial Solutions
Pennsylvania
$839K +$8.88K +81 +1%
CAG
561
Csenge Advisory Group
Florida
$837K +$26.5K +246 +3%
IHL
562
Investment House LLC
California
$829K
CSB
563
City State Bank
Iowa
$812K +$54.8K +500 +7%
PTC
564
Private Trust Company
Ohio
$811K -$255K -2,324 -24%
CFP
565
Cascade Financial Partners
California
$811K -$11.6K -106 -1%
FPAS
566
Focus Partners Advisor Solutions
Missouri
$809K -$49.1K -448 -6%
RFN
567
RDA Financial Network
Iowa
$808K -$21.2K -193 -3%
OFP
568
OFC Financial Planning
New Jersey
$804K
DADC
569
D.A. Davidson & Co
Montana
$785K -$363K -3,312 -32%
MP
570
McDonald Partners
Ohio
$776K -$54.8K -500 -7%
AWA
571
Arete Wealth Advisors
Illinois
$763K -$625K -5,708 -45%
MLM
572
Mount Lucas Management
Pennsylvania
$761K +$986 +9 +0.1%
WAP
573
Wealthcare Advisory Partners
Pennsylvania
$760K +$83.3K +760 +12%
HFA
574
High Falls Advisors
New York
$747K -$406K -3,700 -35%
NG
575
Norden Group
Utah
$738K +$241K +2,203 +49%