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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 %
FHA
851
First Horizon Advisors
Tennessee
$200K -$68.5K -630 -25%
RIL
852
Rothschild Investment LLC
Illinois
$198K
AA
853
Ancora Advisors
Ohio
$193K -$16.8K -155 -8%
CA
854
Continuum Advisory
Idaho
$189K -$10.2K -94 -5%
RFS
855
Richardson Financial Services
Massachusetts
$184K -$544 -5 -0.3%
BONH
856
Bank of New Hampshire
New Hampshire
$181K
HCP
857
Hexagon Capital Partners
Arkansas
$173K -$543 -5 -0.3%
GSWM
858
Golden State Wealth Management
California
$169K -$46.2K -425 -21%
BA
859
Bellwether Advisors
Nebraska
$164K
CWM
860
Consultiva Wealth Management
Puerto Rico
$162K
AWM
861
Ameliora Wealth Management
Switzerland
$160K
Kayne Anderson Rudnick Investment Management
862
Kayne Anderson Rudnick Investment Management
California
$155K -$47.2K -434 -23%
TPCM
863
Templeton & Phillips Capital Management
Tennessee
$154K
PB
864
Pinnacle Bancorp
Nebraska
$148K -$28.4K -261 -16%
NB
865
NBT Bank
New York
$144K -$7.93K -73 -5%
JHCP
866
Jackson Hole Capital Partners
Oklahoma
$139K
BCWM
867
Bartlett & Co Wealth Management
Ohio
$132K -$1.09K -10 -0.8%
LWMI
868
Legacy Wealth Management (Idaho)
Idaho
$126K +$124K +1,143 +6,350%
ATC
869
Adirondack Trust Company
New York
$124K
OA
870
Operose Advisors
Wisconsin
$123K +$105K +964 +584%
WT
871
Whittier Trust
California
$122K
MMCM
872
Murphy & Mullick Capital Management
New York
$116K
OW
873
Olistico Wealth
Oklahoma
$114K
MHR
874
Matthew Hamilton Rosenberg
$112K -$2.94K -27 -3%
LFA
875
LGT Financial Advisors
Texas
$111K +$4.89K +45 +5%