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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 %
CSC
826
Caldwell Sutter Capital
California
$221K
VCWM
827
Vista Cima Wealth Management
Arizona
$221K
SWA
828
SOA Wealth Advisors
New York
$219K -$4.13K -38 -2%
BCG
829
Breakwater Capital Group
New Jersey
$216K -$92.8K -854 -30%
CPA
830
Cardiff Park Advisors
California
$215K +$19.6K +180 +10%
RCAG
831
Rehmann Capital Advisory Group
Michigan
$214K -$22.2K -204 -9%
BAM
832
Berkshire Asset Management
Pennsylvania
$214K
RFO
833
RiverGlades Family Offices
Florida
$214K -$2.17K -20 -1%
KFI
834
Key Financial Inc
Pennsylvania
$212K
CMMS
835
Comprehensive Money Management Services
Florida
$212K
CPRC
836
Consolidated Portfolio Review Corp
New York
$212K +$2.39K +22 +1%
MFA
837
Mayflower Financial Advisors
Massachusetts
$212K +$212K +1,947 New
WAG
838
Wheelhouse Advisory Group
Missouri
$211K -$38.4K -353 -15%
PIA
839
Powell Investment Advisors
Florida
$211K -$9.35K -86 -4%
CFA
840
Camarda Financial Advisors
Florida
$208K -$756K -6,952 -78%
BPCE
841
Bank Pictet & Cie (Europe)
Germany
$207K
SAG
842
SageView Advisory Group
California
$207K -$27.6K -254 -12%
CHC
843
City Holding Co
West Virginia
$206K -$17.1K -157 -8%
FF
844
Finley Financial
Nevada
$206K
PA
845
Procyon Advisors
Connecticut
$204K -$870 -8 -0.4%
CB
846
CNB Bank
Pennsylvania
$203K
EWA
847
EverSource Wealth Advisors
Alabama
$202K -$1.42M -13,090 -88%
HAM
848
Harmony Asset Management
Arizona
$201K +$201K +1,854 New
WI
849
Wedgewood Investors
Pennsylvania
$201K +$201K +1,848 New
VA
850
VestGen Advisors
Illinois
$201K +$201K +1,845 New