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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 %
AA
626
Alesco Advisors
New York
$576K
DWP
627
Daymark Wealth Partners
Ohio
$576K +$217 +2 +0%
SCA
628
Snowden Capital Advisors
New York
$570K -$63.1K -581 -10%
GWM
629
Geneos Wealth Management
Colorado
$567K +$273K +2,484 +93%
TPWA
630
TRUE Private Wealth Advisors
Oregon
$565K -$2.93K -27 -0.5%
SC
631
Solstein Capital
California
$561K
SVWG
632
Shared Vision Wealth Group
United States
$554K -$18.5K -170 -3%
SAI
633
Savvy Advisors Inc
New York
$551K -$237K -2,185 -30%
GCA
634
Gradient Capital Advisors
California
$549K -$7.28K -67 -1%
FPCP
635
Fort Point Capital Partners
California
$548K -$44.5K -409 -8%
ML
636
McAdam LLC
Pennsylvania
$548K -$59.6K -548 -10%
AWM
637
AE Wealth Management
Kansas
$546K -$1.9M -17,486 -78%
MAG
638
M3 Advisory Group
Massachusetts
$541K +$12.2K +112 +2%
AFG
639
ABLE Financial Group
Arizona
$540K
RFA
640
RTD Financial Advisors
Pennsylvania
$537K -$12.2K -112 -2%
AFS
641
AFG Fiduciary Services
Massachusetts
$535K
HWA
642
HCR Wealth Advisors
California
$535K -$12.4K -114 -2%
GKWIM
643
Gerber Kawasaki Wealth & Investment Management
California
$532K +$115K +1,059 +28%
HWM
644
Hohimer Wealth Management
Washington
$525K
SC
645
Sierra Capital
Florida
$522K -$70.3K -647 -12%
Fiera Capital (Canada)
646
Fiera Capital (Canada)
Quebec, Canada
$521K +$17.4K +160 +3%
GIA
647
Gladstone Institutional Advisory
Florida
$518K
SWIM
648
Smallwood Wealth Investment Management
New Jersey
$517K
BF
649
BOK Financial
Oklahoma
$516K
WSFS
650
Wilmington Savings Fund Society
Delaware
$513K +$44.7K +411 +10%