LQD icon

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 %
CFO
726
CVA Family Office
Colorado
$346K +$219 +2 +0.1%
CWA
727
Canvas Wealth Advisors
Kansas
$346K
RCM
728
RMR Capital Management
California
$345K +$3.95K +36 +1%
FDW
729
Fourth Dimension Wealth
Ohio
$344K -$161K -1,469 -32%
TWM
730
TSA Wealth Management
Texas
$333K -$18.7K -171 -5%
AIA
731
AssuredPartners Investment Advisors
Florida
$333K -$636K -5,802 -66%
RIM
732
Redwood Investment Management
Arizona
$329K -$7.02K -64 -2%
MWM
733
Mission Wealth Management
California
$329K +$7.13K +65 +2%
AAS
734
Ameritas Advisory Services
Nebraska
$328K -$42.1K -384 -11%
GP
735
Guardian Partners
Canada
$327K +$13.6K +125 +4%
CKAIS
736
Christensen King & Associates Investment Services
Washington
$323K +$1.86K +17 +0.6%
BMM
737
Berkshire Money Management
Massachusetts
$322K +$69.9K +638 +28%
MMA
738
Miracle Mile Advisors
California
$321K +$12.4K +113 +4%
IAIM
739
International Assets Investment Management
Florida
$320K -$87.1K -795 -21%
SWP
740
Sagespring Wealth Partners
Tennessee
$315K +$18.1K +165 +6%
TI
741
Tidal Investments
Wisconsin
$314K -$544K -4,983 -63%
BFA
742
Brendel Financial Advisors
New Hampshire
$312K +$28.5K +260 +10%
AWAG
743
ARS Wealth Advisors Group
Florida
$312K +$1.75K +16 +0.6%
AWM
744
Avaii Wealth Management
Wisconsin
$306K -$1.1K -10 -0.4%
SOS
745
Silver Oak Securities
Tennessee
$301K -$83K -757 -22%
TA
746
TruWealth Advisors
Louisiana
$300K -$48.5M -442,467 -99%
ICM
747
IMS Capital Management
Oregon
$300K -$110K -1,000 -27%
AAM
748
Advisors Asset Management
Colorado
$297K +$65.8K +600 +28%
OC
749
OxenFree Capital
Florida
$296K -$438 -4 -0.1%
VWWMG
750
Vermillion & White Wealth Management Group
Pennsylvania
$293K