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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,024 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, 405 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
+10
Holders Change %
+0.99%
% of All Funds
13.74%
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
405
Closed
81
Calls
$1.63B
Puts
$4.83B
Net Calls
-$3.2B
Net Calls Change
-$686M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
701
Moser Wealth Advisors
Washington
$391K
CWG
702
Cornerstone Wealth Group
North Carolina
$388K -$70.2K -640 -15%
ATPW
703
Ashton Thomas Private Wealth
Arizona
$386K -$69.6K -635 -15%
FT
704
Fiduciary Trust
Massachusetts
$383K +$20.5K +187 +6%
RFA
705
Resurgent Financial Advisors
Georgia
$380K +$13.4K +122 +4%
TCA
706
Transcend Capital Advisors
New Jersey
$380K -$15.3K -140 -4%
PPC
707
Park Place Capital
Alabama
$380K -$107K -979 -22%
BF
708
BOK Financial
Oklahoma
$378K -$143K -1,307 -28%
OIA
709
Optimum Investment Advisors
Illinois
$377K -$41.5K -379 -10%
PFM
710
Phillips Financial Management
Indiana
$377K +$15.8K +144 +4%
GAA
711
Global Assets Advisory
Florida
$377K -$611K -5,589 -62%
NAM
712
NTV Asset Management
West Virginia
$373K -$16.4K -150 -4%
IWN
713
Independent Wealth Network
Iowa
$372K +$2.3K +21 +0.6%
MA
714
Mezzasalma Advisors
New Jersey
$371K
WAG
715
Winthrop Advisory Group
Massachusetts
$366K -$97.9K -893 -21%
HAM
716
Harmony Asset Management
Arizona
$365K +$162K +1,478 +80%
LA
717
LM Advisors
California
$361K +$361K +3,294 New
GSIAS
718
Garden State Investment Advisory Services
New Jersey
$359K +$359K +3,271 New
PMG
719
ProVise Management Group
Florida
$359K
MCWA
720
Meadow Creek Wealth Advisors
Georgia
$358K
FWIA
721
Fort Washington Investment Advisors
Ohio
$353K -$60.3K -550 -15%
SIS
722
Sound Income Strategies
Florida
$351K +$251K +2,293 +253%
OPWM
723
Oxinas Partners Wealth Management
Indiana
$349K +$349K +3,188 New
SWP
724
Summit Wealth Partners
Florida
$349K -$7.67K -70 -2%
PCS
725
Personal CFO Solutions
New Jersey
$347K +$877 +8 +0.3%