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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,026 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, 407 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
+13
Holders Change %
+1.28%
% of All Funds
13.76%
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
407
Closed
80
Calls
$1.63B
Puts
$4.83B
Net Calls
-$3.2B
Net Calls Change
-$686M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
701
Western Wealth Management
Colorado
$391K -$83.6K -763 -18%
MWA
702
Moser Wealth Advisors
Washington
$391K
CWG
703
Cornerstone Wealth Group
North Carolina
$388K -$70.2K -640 -15%
ATPW
704
Ashton Thomas Private Wealth
Arizona
$386K -$69.6K -635 -15%
FT
705
Fiduciary Trust
Massachusetts
$383K +$20.5K +187 +6%
RFA
706
Resurgent Financial Advisors
Georgia
$380K +$13.4K +122 +4%
TCA
707
Transcend Capital Advisors
New Jersey
$380K -$15.3K -140 -4%
PPC
708
Park Place Capital
Alabama
$380K -$107K -979 -22%
BF
709
BOK Financial
Oklahoma
$378K -$143K -1,307 -28%
OIA
710
Optimum Investment Advisors
Illinois
$377K -$41.5K -379 -10%
PFM
711
Phillips Financial Management
Indiana
$377K +$15.8K +144 +4%
GAA
712
Global Assets Advisory
Florida
$377K -$611K -5,589 -62%
NAM
713
NTV Asset Management
West Virginia
$373K -$16.4K -150 -4%
IWN
714
Independent Wealth Network
Iowa
$372K +$2.3K +21 +0.6%
MA
715
Mezzasalma Advisors
New Jersey
$371K
WAG
716
Winthrop Advisory Group
Massachusetts
$366K -$97.9K -893 -21%
HAM
717
Harmony Asset Management
Arizona
$365K +$162K +1,478 +80%
LA
718
LM Advisors
California
$361K +$361K +3,294 New
GSIAS
719
Garden State Investment Advisory Services
New Jersey
$359K +$359K +3,271 New
PMG
720
ProVise Management Group
Florida
$359K
MCWA
721
Meadow Creek Wealth Advisors
Georgia
$358K
FWIA
722
Fort Washington Investment Advisors
Ohio
$353K -$60.3K -550 -15%
SIS
723
Sound Income Strategies
Florida
$351K +$251K +2,293 +253%
OPWM
724
Oxinas Partners Wealth Management
Indiana
$349K +$349K +3,188 New
SWP
725
Summit Wealth Partners
Florida
$349K -$7.67K -70 -2%