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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 %
VWWMG
751
Vermillion & White Wealth Management Group
Pennsylvania
$293K
NAS
752
NWF Advisory Services
California
$291K -$23.9K -218 -8%
MSWMA
753
Market Street Wealth Management Advisors
Indiana
$290K
LFG
754
Larson Financial Group
Missouri
$289K +$1.43K +13 +0.5%
SW
755
SVB Wealth
Massachusetts
$288K +$288K +2,628 New
AFC
756
AFT Forsyth & Company
Florida
$288K +$219 +2 +0.1%
Invesco
757
Invesco
Georgia
$286K +$10.9K +99 +4%
RWM
758
Riverbend Wealth Management
South Carolina
$286K +$286K +2,605 New
SMDAM
759
Sumitomo Mitsui DS Asset Management
Japan
$285K -$67.8K -619 -19%
HIA
760
Harbor Investment Advisory
Maryland
$285K
CFA
761
Camarda Financial Advisors
Florida
$281K +$71.5K +652 +34%
BIA
762
BHK Investment Advisors
Alabama
$279K -$8.77K -80 -3%
RFS
763
Richardson Financial Services
Massachusetts
$278K +$93.2K +852 +50%
GVAG
764
Great Valley Advisor Group
Delaware
$278K -$4.17K -38 -1%
EWM
765
Evercore Wealth Management
New York
$276K
DCM
766
Dimension Capital Management
Florida
$275K
TYCC
767
Texas Yale Capital Corp
Florida
$274K +$32.8K +299 +14%
MCA
768
MSH Capital Advisors
Arizona
$274K +$274K +2,501 New
RIP
769
Reliant Investment Partners
North Carolina
$274K -$219 -2 -0.1%
CFB
770
Cullen/Frost Bankers
Texas
$274K +$10.1K +92 +4%
TWA
771
Talisman Wealth Advisors
New Jersey
$271K +$24 +1 +0%
SWA
772
Stratos Wealth Advisors
Ohio
$270K -$1.39M -12,634 -84%
TM
773
TigerOak Management
New Mexico
$269K +$219 +2 +0.1%
TA
774
TFG Advisers
Michigan
$268K -$26.5K -242 -9%
RB
775
Renasant Bank
Mississippi
$268K -$103K -940 -28%