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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 %
CSP
726
Cary Street Partners
Virginia
$358K -$15K -1,304 -4%
PMG
727
ProVise Management Group
Florida
$356K
MCWA
728
Meadow Creek Wealth Advisors
Georgia
$355K -$1.85K -17 -0.5%
USCWA
729
U.S. Capital Wealth Advisors
Texas
$354K -$51.7K -476 -13%
SWP
730
Summit Wealth Partners
Florida
$354K -$7.5K -69 -2%
AAA
731
Adams Asset Advisors
Texas
$351K
RSWA
732
Robinson Smith Wealth Advisors
Maine
$350K
SMDAM
733
Sumitomo Mitsui DS Asset Management
Japan
$350K +$350K +3,221 New
TWM
734
TSA Wealth Management
Texas
$349K -$188K -1,726 -35%
PCS
735
Personal CFO Solutions
New Jersey
$343K +$30.2K +278 +10%
CFO
736
CVA Family Office
Colorado
$343K
CIBC World Market
737
CIBC World Market
Ontario, Canada
$339K +$126K +1,158 +59%
RCM
738
RMR Capital Management
California
$338K +$2.5K +23 +0.7%
CWA
739
Canvas Wealth Advisors
Kansas
$336K -$37.1K -350 -10%
RFWA
740
RPg Family Wealth Advisory
Massachusetts
$335K +$335K +3,079 New
RIM
741
Redwood Investment Management
Arizona
$333K -$6.96K -64 -2%
WPC
742
White Pine Capital
Minnesota
$330K -$131K -1,210 -28%
ARC
743
Advisor Resource Council
Texas
$326K +$326K +3,000 New
MWM
744
Mission Wealth Management
California
$319K +$319K +2,936 New
CKAIS
745
Christensen King & Associates Investment Services
Washington
$317K +$1.19K +11 +0.4%
DL
746
DOHJ LLC
Washington
$314K -$301K -2,769 -49%
NAS
747
NWF Advisory Services
California
$312K +$312K +2,872 New
SBIA
748
Sheaff Brock Investment Advisors
Indiana
$312K
NC
749
Napatree Capital
Rhode Island
$312K -$21.7K -200 -7%
GWP
750
Gateway Wealth Partners
Wisconsin
$310K +$1.52K +14 +0.5%