LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,038 hedge funds and large institutions have $29B 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, 415 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

15% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 415

66% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $4.83B

Holders
1,038
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.63B
Puts
$4.83B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
676
Berger Financial Group
Minnesota
$460K
VFIA
677
Virtus Fixed Income Advisers
Connecticut
$460K
TIA
678
Tiemann Investment Advisors
California
$457K
AFW
679
Avantra Family Wealth
Pennsylvania
$457K
TCM
680
Triumph Capital Management
Colorado
$451K
PCP
681
Proficio Capital Partners
Massachusetts
$448K
MT
682
Midwest Trust
Kansas
$446K
LG
683
Leuthold Group
Minnesota
$445K
APWA
684
Atlas Private Wealth Advisors
New Jersey
$444K
PCM
685
Palouse Capital Management
Washington
$441K
FAM
686
Forte Asset Management
New York
$440K
VFM
687
Vision Financial Markets
Connecticut
$438K
CIAS
688
Capital Investment Advisory Services
North Carolina
$434K
PS
689
Planned Solutions
California
$432K
DWA
690
Dorsey Wright & Associates
California
$432K
PWP
691
Perfromance Wealth Partners
Illinois
$431K
OFS
692
OneAscent Financial Services
Alabama
$427K
HGWM
693
Horst & Graben Wealth Management
Oregon
$427K
USCWA
694
U.S. Capital Wealth Advisors
Texas
$425K
PFM
695
Peak Financial Management
Massachusetts
$418K
CG
696
Curat Global
New Hampshire
$415K
LLWM
697
Life Line Wealth Management
California
$412K
CSA
698
Cottage Street Advisors
Massachusetts
$412K
DWM
699
Diversify Wealth Management
Utah
$412K
PWG
700
Portside Wealth Group
Utah
$403K