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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 %
PCS
726
Personal CFO Solutions
New Jersey
$347K +$877 +8 +0.3%
CFO
727
CVA Family Office
Colorado
$346K +$219 +2 +0.1%
CWA
728
Canvas Wealth Advisors
Kansas
$346K
RCM
729
RMR Capital Management
California
$345K +$3.95K +36 +1%
FDW
730
Fourth Dimension Wealth
Ohio
$344K -$161K -1,469 -32%
TWM
731
TSA Wealth Management
Texas
$333K -$18.7K -171 -5%
AIA
732
AssuredPartners Investment Advisors
Florida
$333K -$636K -5,802 -66%
RIM
733
Redwood Investment Management
Arizona
$329K -$7.02K -64 -2%
MWM
734
Mission Wealth Management
California
$329K +$7.13K +65 +2%
AAS
735
Ameritas Advisory Services
Nebraska
$328K -$42.1K -384 -11%
GP
736
Guardian Partners
Canada
$327K +$13.6K +125 +4%
CKAIS
737
Christensen King & Associates Investment Services
Washington
$323K +$1.86K +17 +0.6%
BMM
738
Berkshire Money Management
Massachusetts
$322K +$69.9K +638 +28%
MMA
739
Miracle Mile Advisors
California
$321K +$12.4K +113 +4%
IAIM
740
International Assets Investment Management
Florida
$320K -$87.1K -795 -21%
SWP
741
Sagespring Wealth Partners
Tennessee
$315K +$18.1K +165 +6%
TI
742
Tidal Investments
Wisconsin
$314K -$544K -4,983 -63%
BFA
743
Brendel Financial Advisors
New Hampshire
$312K +$28.5K +260 +10%
AWAG
744
ARS Wealth Advisors Group
Florida
$312K +$1.75K +16 +0.6%
AWM
745
Avaii Wealth Management
Wisconsin
$306K -$1.1K -10 -0.4%
SOS
746
Silver Oak Securities
Tennessee
$301K -$83K -757 -22%
TA
747
TruWealth Advisors
Louisiana
$300K -$48.5M -442,467 -99%
ICM
748
IMS Capital Management
Oregon
$300K -$110K -1,000 -27%
AAM
749
Advisors Asset Management
Colorado
$297K +$65.8K +600 +28%
OC
750
OxenFree Capital
Florida
$296K -$438 -4 -0.1%