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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,018 hedge funds and large institutions have $27.9B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 350 increasing their positions, 403 reducing their positions, and 81 closing their positions.

Holders
1,018
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
13.67%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.01%
New
110
Increased
350
Reduced
403
Closed
81
Calls
$1.59B
Puts
$4.21B
Net Calls
-$2.63B
Net Calls Change
-$116M
Name Market Value Shares Shares
Change
Shares
Change %
DFA
1001
DHJJ Financial Advisors
Illinois
$2.74K 25 +25 New
NWM
1002
Nova Wealth Management
Florida
$2.74K 25 +25 New
SIS
1003
Strategic Investment Solutions
Illinois
$2.72K 25
OHWP
1004
Oak Harbor Wealth Partners
North Carolina
$2.52K 23
FCMT
1005
Founders Capital Management (Texas)
Texas
$2.51K 23 +23 New
RS
1006
Rakuten Securities
Japan
$2.41K 22 +5 +29%
FUBT
1007
First United Bank & Trust
Maryland
$2.19K 20
FWM
1008
FSA Wealth Management
Massachusetts
$2.19K 20 +20 New
POIA
1009
Pin Oak Investment Advisors
Texas
$2K 22
MYIA
1010
Mount Yale Investment Advisors
Colorado
$1.98K 18 +18 New
LWMI
1011
Legacy Wealth Management (Idaho)
Idaho
$1.97K 18 -1,143 -98%
LIS
1012
Legacy Investment Solutions
Idaho
$1.97K 18 +18 New
MWM
1013
MGB Wealth Management
Texas
$1.93K 18 +1 +6%
PFBT
1014
Parkside Financial Bank & Trust
Missouri
$1.86K 17
IWM
1015
Inlight Wealth Management
Georgia
$1.54K 14 -18 -56%
QWM
1016
Quaker Wealth Management
New Jersey
$1.54K 14 +14 New
CI
1017
CX Institutional
Indiana
$1K 6
ADL
1018
Asset Dedication LLC
California
$987 9 +9 New
CAM
1019
Creekmur Asset Management
Illinois
$767 7 +7 New
MIM
1020
MTM Investment Management
South Carolina
$438 4
LFA
1021
Legend Financial Advisors
Pennsylvania
$438 4 +4 New
SWIG
1022
Strategic Wealth Investment Group
Kentucky
$219 2 +2 New
HNW
1023
High Note Wealth
Minnesota
NCM
1024
Northwest Capital Management
Oregon
SHIM
1025
Stone House Investment Management
Pennsylvania