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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,041 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 112 funds opening new positions, 351 increasing their positions, 417 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)

16% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 417

66% less call options, than puts

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

Holders
1,041
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
FCMT
1026
Founders Capital Management (Texas)
Texas
$2.5K
RS
1027
Rakuten Securities
Japan
$2.41K
FUBT
1028
First United Bank & Trust
Maryland
$2.19K
FWM
1029
FSA Wealth Management
Massachusetts
$2.19K
POIA
1030
Pin Oak Investment Advisors
Texas
$2K
MYIA
1031
Mount Yale Investment Advisors
Colorado
$1.98K
LWMI
1032
Legacy Wealth Management (Idaho)
Idaho
$1.97K
LIS
1033
Legacy Investment Solutions
Idaho
$1.97K
MWM
1034
MGB Wealth Management
Texas
$1.93K
CAWM
1035
Capital A Wealth Management
Pennsylvania
$1.88K
PFBT
1036
Parkside Financial Bank & Trust
Missouri
$1.86K
CAIM
1037
Catherine Avery Investment Management
Florida
$1.86K
IWM
1038
Inlight Wealth Management
Georgia
$1.53K
QWM
1039
Quaker Wealth Management
New Jersey
$1.53K
CI
1040
CX Institutional
Indiana
$1K
ADL
1041
Asset Dedication LLC
California
$987
CAM
1042
Creekmur Asset Management
Illinois
$767
MIM
1043
MTM Investment Management
South Carolina
$438
LFA
1044
Legend Financial Advisors
Pennsylvania
$438
SWIG
1045
Strategic Wealth Investment Group
Kentucky
$219
HNW
1046
High Note Wealth
Minnesota
$53
NCM
1047
Northwest Capital Management
Oregon
$47
SHIM
1048
Stone House Investment Management
Pennsylvania
$22
SVCP
1049
Silicon Valley Capital Partners
California
$17
D.E. Shaw & Co
1050
D.E. Shaw & Co
New York