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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 %
CWG
676
Cornerstone Wealth Group
North Carolina
$454K -$86.5K -796 -16%
ATPW
677
Ashton Thomas Private Wealth
Arizona
$452K +$121K +1,113 +37%
KFS
678
Kelly Financial Services
Massachusetts
$451K -$8.04K -74 -2%
PCP
679
Proficio Capital Partners
Massachusetts
$444K -$190K -1,745 -30%
MAFA
680
MJT & Associates Financial Advisory
Minnesota
$441K +$441K +4,056 New
IAA
681
Independent Advisor Alliance
North Carolina
$440K -$9.75M -89,742 -96%
HI
682
Hudock Inc
Pennsylvania
$437K +$229K +2,109 +111%
FAM
683
Forte Asset Management
New York
$436K
HPM
684
Hudson Portfolio Management
New York
$435K +$3.91K +36 +0.9%
VFM
685
Vision Financial Markets
Connecticut
$435K
PWG
686
Portside Wealth Group
Utah
$433K -$53.6K -493 -11%
CPL
687
CAP Partners LLC
Tennessee
$432K +$139K +1,280 +47%
LMKC
688
L.M. Kohn & Company
Ohio
$432K -$8.91K -82 -2%
APP
689
Avantax Planning Partners
Iowa
$430K -$135K -1,238 -24%
PWP
690
Perfromance Wealth Partners
Illinois
$429K -$21.5K -198 -5%
PS
691
Planned Solutions
California
$428K
AF
692
Allworth Financial
California
$428K -$134K -1,243 -24%
FCI
693
Financial Counselors Inc
Kansas
$428K
AIM
694
Advyzon Investment Management
Illinois
$426K +$27.2K +250 +7%
CNBOF
695
City National Bank of Florida
Florida
$424K
HGWM
696
Horst & Graben Wealth Management
Oregon
$424K +$158K +1,451 +59%
DWM
697
Diversify Wealth Management
Utah
$422K +$7.49K +69 +2%
LLWM
698
Life Line Wealth Management
California
$421K +$3.15K +29 +0.8%
HI
699
Harbour Investments
Wisconsin
$420K +$63.1K +581 +18%
OIA
700
Optimum Investment Advisors
Illinois
$415K +$761 +7 +0.2%