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
SVWG
701
Shared Vision Wealth Group
United States
$403K
APP
702
Avantax Planning Partners
Iowa
$400K
HI
703
Harbour Investments
Wisconsin
$398K
CCM
704
Coldstream Capital Management
Washington
$396K
SC
705
Saiph Capital
New Jersey
$396K
AFG
706
ABLE Financial Group
Arizona
$395K
CT
707
Caldwell Trust
Florida
$395K
CSP
708
Cary Street Partners
Virginia
$394K
FPCP
709
Fort Point Capital Partners
California
$394K
WWM
710
Western Wealth Management
Colorado
$391K
MWA
711
Moser Wealth Advisors
Washington
$391K
CWG
712
Cornerstone Wealth Group
North Carolina
$388K
ATPW
713
Ashton Thomas Private Wealth
Arizona
$386K
FT
714
Fiduciary Trust
Massachusetts
$383K
RFA
715
Resurgent Financial Advisors
Georgia
$380K
TCA
716
Transcend Capital Advisors
New Jersey
$380K
PPC
717
Park Place Capital
Alabama
$380K
BF
718
BOK Financial
Oklahoma
$378K
OIA
719
Optimum Investment Advisors
Illinois
$377K
PFM
720
Phillips Financial Management
Indiana
$377K
GAA
721
Global Assets Advisory
Florida
$377K
NAM
722
NTV Asset Management
West Virginia
$373K
IWN
723
Independent Wealth Network
Iowa
$372K
MA
724
Mezzasalma Advisors
New Jersey
$371K
WAG
725
Winthrop Advisory Group
Massachusetts
$366K