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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 %
PFM
701
Peak Financial Management
Massachusetts
$414K +$7.61K +70 +2%
HWM
702
HB Wealth Management
Georgia
$411K -$55K -506 -12%
FWIA
703
Fort Washington Investment Advisors
Ohio
$410K
AWE
704
Avidian Wealth Enterprises
Texas
$409K +$53.9K +496 +15%
ICM
705
IMS Capital Management
Oregon
$406K
DA
706
Detalus Advisors
Missouri
$405K +$57.4K +528 +17%
CSA
707
Cottage Street Advisors
Massachusetts
$404K +$2.72K +25 +0.7%
IAIM
708
International Assets Investment Management
Florida
$403K -$102K -939 -20%
WAM
709
Worth Asset Management
Texas
$399K +$399K +3,670 New
CCM
710
Coldstream Capital Management
Washington
$393K -$1.52K -14 -0.4%
TCA
711
Transcend Capital Advisors
New Jersey
$392K -$11.1K -102 -3%
FCM
712
Fortis Capital Management
Washington
$390K -$3.59K -33 -0.9%
MWA
713
Moser Wealth Advisors
Washington
$387K +$8.15K +75 +2%
NAM
714
NTV Asset Management
West Virginia
$387K
SOS
715
Silver Oak Securities
Tennessee
$380K -$119K -1,095 -24%
CG
716
Curat Global
New Hampshire
$374K +$374K +3,439 New
MA
717
Mezzasalma Advisors
New Jersey
$368K
RB
718
Renasant Bank
Mississippi
$368K -$12.1K -111 -3%
IWN
719
Independent Wealth Network
Iowa
$366K -$761 -7 -0.2%
AG
720
AmeriFlex Group
Nevada
$365K +$4.67K +43 +1%
AAS
721
Ameritas Advisory Services
Nebraska
$365K -$18.2K -169 -5%
RFA
722
Resurgent Financial Advisors
Georgia
$364K -$7.39K -68 -2%
FT
723
Fiduciary Trust
Massachusetts
$360K -$10.5K -97 -3%
LF
724
Lighthouse Financial
Florida
$359K +$359K +3,300 New
PFM
725
Phillips Financial Management
Indiana
$358K -$16.8K -155 -4%