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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,025 hedge funds and large institutions have $28.9B 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, 406 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+11
Holders Change %
+1.08%
% of All Funds
13.75%
Holding in Top 10
76
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.56%
% of All Funds
1.02%
New
111
Increased
352
Reduced
406
Closed
81
Calls
$1.63B
Puts
$4.83B
Net Calls
-$3.2B
Net Calls Change
-$686M
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
1001
SYM Financial Corp
Indiana
$4.93K -$1.24M -11,291 -100%
PAIM
1002
Punch & Associates Investment Management
Minnesota
$4.93K
KWM
1003
Kiker Wealth Management
Georgia
$4.82K -$1.86K -17 -28%
EWM
1004
Evolution Wealth Management
Florida
$4.49K +$4.49K +41 New
HIW
1005
Holos Integrated Wealth
Pennsylvania
$4.16K
APW
1006
Atlantic Private Wealth
North Carolina
$3.87K
NFSG
1007
Newbridge Financial Services Group
Florida
$2.85K
DFA
1008
DHJJ Financial Advisors
Illinois
$2.74K +$2.74K +25 New
NWM
1009
Nova Wealth Management
Florida
$2.74K +$2.74K +25 New
SIS
1010
Strategic Investment Solutions
Illinois
$2.72K
OHWP
1011
Oak Harbor Wealth Partners
North Carolina
$2.52K
FCMT
1012
Founders Capital Management (Texas)
Texas
$2.51K +$2.51K +23 New
RS
1013
Rakuten Securities
Japan
$2.41K +$548 +5 +29%
FUBT
1014
First United Bank & Trust
Maryland
$2.19K
FWM
1015
FSA Wealth Management
Massachusetts
$2.19K +$2.19K +20 New
POIA
1016
Pin Oak Investment Advisors
Texas
$2K
MYIA
1017
Mount Yale Investment Advisors
Colorado
$1.98K +$1.98K +18 New
LWMI
1018
Legacy Wealth Management (Idaho)
Idaho
$1.97K -$125K -1,143 -98%
LIS
1019
Legacy Investment Solutions
Idaho
$1.97K +$1.97K +18 New
MWM
1020
MGB Wealth Management
Texas
$1.93K +$107 +1 +6%
PFBT
1021
Parkside Financial Bank & Trust
Missouri
$1.86K
IWM
1022
Inlight Wealth Management
Georgia
$1.54K -$1.97K -18 -56%
QWM
1023
Quaker Wealth Management
New Jersey
$1.54K +$1.54K +14 New
CI
1024
CX Institutional
Indiana
$1K
ADL
1025
Asset Dedication LLC
California
$987 +$987 +9 New