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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,019 hedge funds and large institutions have $27.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 350 increasing their positions, 403 reducing their positions, and 81 closing their positions.

Holders
1,019
Holders Change
+5
Holders Change %
+0.49%
% of All Funds
13.68%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.01%
New
111
Increased
350
Reduced
403
Closed
81
Calls
$1.59B
Puts
$4.21B
Net Calls
-$2.63B
Net Calls Change
-$116M
Name Market Value Shares Shares
Change
Shares
Change %
MSWMA
751
Market Street Wealth Management Advisors
Indiana
$290K 2,650
LFG
752
Larson Financial Group
Missouri
$289K 2,635 +13 +0.5%
SW
753
SVB Wealth
Massachusetts
$288K 2,628 +2,628 New
AFC
754
AFT Forsyth & Company
Florida
$288K 2,624 +2 +0.1%
Invesco
755
Invesco
Georgia
$286K 2,611 +99 +4%
RWM
756
Riverbend Wealth Management
South Carolina
$286K 2,605 +2,605 New
SMDAM
757
Sumitomo Mitsui DS Asset Management
Japan
$285K 2,602 -619 -19%
HIA
758
Harbor Investment Advisory
Maryland
$285K 2,600
CFA
759
Camarda Financial Advisors
Florida
$281K 2,568 +652 +34%
BIA
760
BHK Investment Advisors
Alabama
$279K 2,545 -80 -3%
RFS
761
Richardson Financial Services
Massachusetts
$278K 2,542 +852 +50%
GVAG
762
Great Valley Advisor Group
Delaware
$278K 2,533 -38 -1%
EWM
763
Evercore Wealth Management
New York
$276K 2,516
DCM
764
Dimension Capital Management
Florida
$275K 2,513
TYCC
765
Texas Yale Capital Corp
Florida
$274K 2,504 +299 +14%
MCA
766
MSH Capital Advisors
Arizona
$274K 2,501 +2,501 New
RIP
767
Reliant Investment Partners
North Carolina
$274K 2,499 -2 -0.1%
CFB
768
Cullen/Frost Bankers
Texas
$274K 2,496 +92 +4%
TWA
769
Talisman Wealth Advisors
New Jersey
$271K 11,167 +1 +0%
SWA
770
Stratos Wealth Advisors
Ohio
$270K 2,465 -12,634 -84%
TM
771
TigerOak Management
New Mexico
$269K 2,458 +2 +0.1%
TA
772
TFG Advisers
Michigan
$268K 2,447 -242 -9%
RB
773
Renasant Bank
Mississippi
$268K 2,444 -940 -28%
WE
774
Wealth Effects
Massachusetts
$266K 2,425 +20 +0.8%
UAS
775
United Asset Strategies
New York
$265K 2,418 +2,418 New