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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 %
CAM
651
Cidel Asset Management
Ontario, Canada
$512K +$512K +4,708 New
TWCA
652
Two West Capital Advisors
Kansas
$504K -$25.9K -246 -5%
FDW
653
Fourth Dimension Wealth
Ohio
$500K -$7.28K -67 -1%
AWA
654
Arkadios Wealth Advisors
Georgia
$500K +$218K +2,007 +77%
JWCA
655
J.W. Coons Advisors
Ohio
$498K
CWMK
656
Caliber Wealth Management (Kansas)
Kansas
$496K +$496K +4,560 New
NG
657
Norden Group
Utah
$493K -$592K -5,445 -55%
TIA
658
Tiemann Investment Advisors
California
$492K -$27.2K -250 -5%
IBOK
659
Independence Bank of Kentucky
Kentucky
$490K -$4.89K -45 -1%
MWM
660
Modera Wealth Management
New Jersey
$488K +$10.3K +95 +2%
FIA
661
Foundations Investment Advisors
Arizona
$484K -$1.46M -13,455 -75%
PPC
662
Park Place Capital
Alabama
$484K -$40.5K -373 -8%
APWA
663
Atlas Private Wealth Advisors
New Jersey
$481K -$3.7K -34 -0.8%
VVP
664
Venture Visionary Partners
Ohio
$481K +$22.1K +203 +5%
CIAS
665
Capital Investment Advisory Services
North Carolina
$479K +$125K +1,149 +35%
WWM
666
Western Wealth Management
Colorado
$471K +$11.1K +102 +2%
EWA
667
EP Wealth Advisors
California
$471K -$753K -6,931 -62%
IFPL
668
Investments & Financial Planning LLC
Kentucky
$470K -$4.24K -39 -0.9%
PAA
669
Peregrine Asset Advisers
Oregon
$469K -$4.89K -45 -1%
CCAL
670
City Center Advisors LLC
Michigan
$467K +$56.7K +522 +14%
DWA
671
Dorsey Wright & Associates
California
$466K -$87.2K -803 -16%
AFW
672
Avantra Family Wealth
Pennsylvania
$465K +$114K +1,048 +32%
WAG
673
Winthrop Advisory Group
Massachusetts
$460K -$340K -3,126 -42%
BFG
674
Berger Financial Group
Minnesota
$458K -$22.1K -203 -5%
PCM
675
Palouse Capital Management
Washington
$454K -$38.2K -351 -8%