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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,014 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 83 funds opening new positions, 376 increasing their positions, 383 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-53
Holders Change %
-4.97%
% of All Funds
13.78%
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
83
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 %
BA
926
Ballast Advisors
Minnesota
$39.7K +$25.1K +231 +172%
CAM
927
Costello Asset Management
Pennsylvania
$38.8K +$38.8K +357 New
T
928
Transce3nd
Texas
$38.5K -$36.3K -334 -49%
CSPIA
929
Cary Street Partners Investment Advisory
Virginia
$38.3K -$15.1K -139 -28%
AW
930
Avion Wealth
Texas
$37K
CB
931
Centennial Bank
Arkansas
$34.1K +$34.1K +314 New
BFO
932
Biltmore Family Office
North Carolina
$32.6K
FF
933
Friedenthal Financial
New Jersey
$32.4K +$978 +9 +3%
OP
934
ORG Partners
Indiana
$30.9K
OC
935
Oakworth Capital
Alabama
$30.2K
MA
936
Montag & Associates
Georgia
$29.9K
JWA
937
JFS Wealth Advisors
Pennsylvania
$29.5K -$88.5K -814 -75%
SSB
938
Sandy Spring Bank
Maryland
$29.5K
PCFFS
939
Pacific Center for Financial Services
California
$28.8K
S
940
Sachetta
Massachusetts
$28.4K -$71.2K -655 -72%
LC
941
Luminist Capital
Michigan
$27.7K -$2.17K -20 -7%
CPG
942
Cornerstone Planning Group
New Jersey
$27.6K +$7.76K +73 +39%
MPWT
943
MassMutual Private Wealth & Trust
Connecticut
$26.8K
TCM
944
TD Capital Management
Tennessee
$26.1K
BCV
945
Banque Cantonale Vaudoise
Switzerland
$26K +$26K +238 New
IRC
946
Investors Research Corp
Georgia
$25.9K
AC
947
AlphaCore Capital
California
$24.7K +$24.7K +227 New
BSB
948
Bangor Savings Bank
Maine
$23.6K -$870 -8 -4%
AIM
949
Anchor Investment Management
South Carolina
$23.5K
VWM
950
Vermillion Wealth Management
Minnesota
$22.9K