LQD icon

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 %
LWL
101
Leo Wealth LLC
Texas
$24.2M +$14.8M +135,202 +158%
WS
102
Wela Strategies
Georgia
$24.2M +$115K +1,047 +0.5%
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$23.5M +$98.6K +900 +0.4%
MWM
104
Modern Wealth Management
Kansas
$23.2M +$23.2M +211,318 New
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$23.1M +$3.35M +28,181 +17%
RIA
106
Regal Investment Advisors
Michigan
$22.9M +$334K +3,046 +1%
ACI
107
Alpha Cubed Investments
California
$22.8M +$3.29M +30,024 +17%
AI
108
Atria Investments
North Carolina
$22.8M -$25.2M -229,876 -53%
TPCW
109
TD Private Client Wealth
New York
$22.5M +$810K +7,386 +4%
DILIC
110
Dai-ichi Life Insurance Company
Japan
$22.4M +$3.29M +30,000 +17%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$22.1M +$132K +1,200 +0.6%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$21.8M -$14.7M -133,882 -40%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$21.6M -$13.4M -122,353 -38%
STAS
114
Strong Tower Advisory Services
Minnesota
$21.5M +$2.16M +19,746 +11%
AIMC
115
Alley Investment Management Company
Illinois
$21.4M -$995K -9,082 -4%
SAM
116
Silphium Asset Management
United Kingdom
$21.3M +$21.3M +194,200 New
HH
117
Hilltop Holdings
Texas
$20.8M +$267K +2,432 +1%
CI Investments Inc
118
CI Investments Inc
Ontario, Canada
$20.6M +$1.43M +13,026 +7%
PTC
119
Petrus Trust Company
Texas
$20.5M -$7.12M -65,000 -26%
IWM
120
IHT Wealth Management
Illinois
$20.5M +$64.7K +590 +0.3%
RAM
121
Readystate Asset Management
Illinois
$20.3M -$32.5M -296,242 -62%
Walleye Capital
122
Walleye Capital
New York
$20.2M -$23.7M -215,811 -54%
SC
123
Scotia Capital
Ontario, Canada
$19.9M -$2.48M -22,617 -11%
EDRH
124
Edmond de Rothschild Holding
Switzerland
$19.8M +$4.26M +38,907 +27%
GFA
125
Gallagher Fiduciary Advisors
Illinois
$19.7M +$17.8M +4,001,616 +949%