LQD icon

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 %
APWA
676
Atlas Private Wealth Advisors
New Jersey
$444K -$41.5K -379 -9%
PCM
677
Palouse Capital Management
Washington
$441K -$16.8K -153 -4%
FAM
678
Forte Asset Management
New York
$440K
VFM
679
Vision Financial Markets
Connecticut
$438K
CIAS
680
Capital Investment Advisory Services
North Carolina
$434K -$49K -447 -10%
PS
681
Planned Solutions
California
$432K
DWA
682
Dorsey Wright & Associates
California
$432K -$38.6K -352 -8%
PWP
683
Perfromance Wealth Partners
Illinois
$431K -$2.52K -23 -0.6%
OFS
684
OneAscent Financial Services
Alabama
$427K -$1.79M -16,358 -81%
HGWM
685
Horst & Graben Wealth Management
Oregon
$427K -$219 -2 -0.1%
USCWA
686
U.S. Capital Wealth Advisors
Texas
$425K +$67.3K +614 +19%
PFM
687
Peak Financial Management
Massachusetts
$418K +$329 +3 +0.1%
CG
688
Curat Global
New Hampshire
$415K +$38.4K +350 +10%
LLWM
689
Life Line Wealth Management
California
$412K -$12.6K -115 -3%
CSA
690
Cottage Street Advisors
Massachusetts
$412K +$4.38K +40 +1%
DWM
691
Diversify Wealth Management
Utah
$412K -$15.6K -142 -4%
PWG
692
Portside Wealth Group
Utah
$403K -$33.7K -307 -8%
SVWG
693
Shared Vision Wealth Group
United States
$403K -$154K -1,408 -28%
APP
694
Avantax Planning Partners
Iowa
$400K -$34K -310 -8%
HI
695
Harbour Investments
Wisconsin
$398K -$25.4K -232 -6%
CCM
696
Coldstream Capital Management
Washington
$396K
SC
697
Saiph Capital
New Jersey
$396K +$105K +959 +36%
AFG
698
ABLE Financial Group
Arizona
$395K -$149K -1,361 -27%
CSP
699
Cary Street Partners
Virginia
$394K +$3.87K +308 +1%
FPCP
700
Fort Point Capital Partners
California
$394K -$159K -1,452 -29%