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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 %
IAA
651
Independent Advisor Alliance
North Carolina
$500K +$55.9K +510 +13%
RCG
652
Rock Creek Group
District of Columbia
$493K +$493K +4,500 New
IBOK
653
Independence Bank of Kentucky
Kentucky
$489K -$5.04K -46 -1%
MWM
654
Modera Wealth Management
New Jersey
$483K -$8.77K -80 -2%
AIM
655
Advyzon Investment Management
Illinois
$483K +$53.3K +486 +12%
KFS
656
Kelly Financial Services
Massachusetts
$480K +$25.8K +235 +6%
AWA
657
Arkadios Wealth Advisors
Georgia
$480K -$24K -219 -5%
BAM
658
Belpointe Asset Management
Nevada
$479K -$201K -1,833 -30%
HI
659
Hudock Inc
Pennsylvania
$479K +$38.4K +350 +9%
CWMK
660
Caliber Wealth Management (Kansas)
Kansas
$478K -$21.4K -195 -4%
HWA
661
HCR Wealth Advisors
California
$477K -$62.5K -570 -12%
PAA
662
Peregrine Asset Advisers
Oregon
$473K +$110 +1 +0%
Fiera Capital (Canada)
663
Fiera Capital (Canada)
Quebec, Canada
$470K -$55.2K -504 -11%
IFPL
664
Investments & Financial Planning LLC
Kentucky
$469K -$5.59K -51 -1%
SFC
665
Summit Financial Consulting
Michigan
$464K -$18.1M -164,875 -97%
CA
666
Claro Advisors
Massachusetts
$464K -$856K -7,814 -65%
BCA
667
Bay Capital Advisors
Virginia
$461K -$1.21M -11,040 -72%
BFG
668
Berger Financial Group
Minnesota
$460K -$1.97K -18 -0.4%
VFIA
669
Virtus Fixed Income Advisers
Connecticut
$460K +$460K +4,195 New
TIA
670
Tiemann Investment Advisors
California
$457K -$38.5K -351 -8%
AFW
671
Avantra Family Wealth
Pennsylvania
$457K -$11.4K -104 -2%
TCM
672
Triumph Capital Management
Colorado
$451K -$179K -1,632 -28%
PCP
673
Proficio Capital Partners
Massachusetts
$448K
MT
674
Midwest Trust
Kansas
$446K +$446K +4,072 New
LG
675
Leuthold Group
Minnesota
$445K +$445K +4,063 New