LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,038 hedge funds and large institutions have $29B 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, 415 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

15% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 415

66% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $4.83B

Holders
1,038
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.63B
Puts
$4.83B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
826
Fortis Advisors
Pennsylvania
$229K
NFG
827
Nations Financial Group
Iowa
$228K
TSW
828
Thompson Siegel & Walmsley
Virginia
$225K
CSC
829
Caldwell Sutter Capital
California
$223K
VCWM
830
Vista Cima Wealth Management
Arizona
$223K
SWA
831
SOA Wealth Advisors
New York
$223K
BAM
832
Berkshire Asset Management
Pennsylvania
$220K
LAM
833
L2 Asset Management
Massachusetts
$218K
RCAG
834
Rehmann Capital Advisory Group
Michigan
$216K
FA
835
Forefront Analytics
Pennsylvania
$216K
RFO
836
RiverGlades Family Offices
Florida
$215K
CFG
837
Chapman Financial Group
Hawaii
$214K
KFI
838
Key Financial Inc
Pennsylvania
$214K
FCM
839
Fortis Capital Management
Washington
$214K
HPM
840
Hoxton Planning & Management
West Virginia
$214K
CMMS
841
Comprehensive Money Management Services
Florida
$214K
BFG
842
Beacon Financial Group
Texas
$213K
PPWP
843
Premier Path Wealth Partners
New Jersey
$213K
Manulife (Manufacturers Life Insurance)
844
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$212K
FDCDDQ
845
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K
AC
846
Addison Capital
Pennsylvania
$212K
CNBOF
847
City National Bank of Florida
Florida
$209K
FF
848
Finley Financial
Nevada
$208K
AWA
849
Acorn Wealth Advisors
Michigan
$206K
GWM
850
Geneos Wealth Management
Colorado
$206K