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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 %
IPWA
601
International Private Wealth Advisors
California
$660K +$1.3K +12 +0.2%
SG
602
Sharper & Granite
California
$658K +$54.3K +500 +9%
JG
603
Jain Global
New York
$652K +$652K +6,000 New
FCC
604
Florin Court Capital
United Kingdom
$652K +$652K +6,000 New
KFS
605
Kaizen Financial Strategies
California
$649K -$179K -1,644 -22%
GI
606
GLOBALT Investments
Georgia
$646K -$134K -1,232 -17%
Sumitomo Mitsui Trust Group
607
Sumitomo Mitsui Trust Group
Japan
$646K
AWP
608
Axis Wealth Partners
Rhode Island
$641K -$107K -982 -14%
FWM
609
Finer Wealth Management
Massachusetts
$639K +$870 +8 +0.1%
CFD
610
Creative Financial Designs
Indiana
$635K +$41.4K +381 +7%
SSWM
611
Sheets Smith Wealth Management
North Carolina
$629K -$10.4K -96 -2%
CAG
612
Crestwood Advisors Group
Massachusetts
$628K -$121K -1,117 -16%
TCM
613
Triumph Capital Management
Colorado
$625K +$306K +2,813 +96%
AFP
614
Ausdal Financial Partners
Iowa
$622K -$137K -1,261 -18%
LA
615
Lane & Associates
New Jersey
$620K -$15K -138 -2%
SC
616
Savant Capital
Illinois
$616K +$53.6K +493 +10%
PSCM
617
Per Stirling Capital Management
Texas
$616K -$165K -1,516 -21%
PA
618
Parallel Advisors
California
$608K -$163K -1,502 -21%
FWM
619
Fonville Wealth Management
Virginia
$604K +$758 +7 +0.1%
SFFS
620
Stonehage Fleming Financial Services
Jersey
$600K -$114K -1,046 -16%
IFO
621
Independent Family Office
New York
$598K
HT
622
Heritage Trust
Oklahoma
$595K -$101K -930 -15%
CAM
623
Cresset Asset Management
Illinois
$585K +$22.6K +208 +4%
TSMHT
624
Thurston Springer Miller Herd & Titak
Indiana
$582K +$139K +1,279 +31%
LCM
625
Lazari Capital Management
California
$580K -$27.5K -253 -5%