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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 %
Betterment LLC
126
Betterment LLC
New York
$18.7M +$812K +7,409 +5%
ECM
127
ExodusPoint Capital Management
New York
$18.5M +$18.5M +169,000 New
LA
128
Lifeworks Advisors
Michigan
$18.5M +$55.9K +510 +0.3%
DI
129
DDFG Inc
California
$18.1M -$10.4M -94,798 -36%
WJA
130
Willis Johnson & Associates
Texas
$18M +$368K +3,360 +2%
VCM
131
Vision Capital Management
Oregon
$17.9M +$567K +5,174 +3%
SWP
132
Strategic Wealth Partners
Ohio
$17.4M +$17.4M +158,434 New
CI
133
Conning Inc
Connecticut
$17.2M -$6.69M -61,000 -28%
PS
134
Principal Securities
Iowa
$17.1M +$10M +91,622 +141%
Bank Julius Baer & Co
135
Bank Julius Baer & Co
Switzerland
$16.9M +$6.26M +57,117 +59%
ZIM
136
Zacks Investment Management
Illinois
$16.9M +$55.8K +509 +0.3%
Allianz Asset Management
137
Allianz Asset Management
Germany
$16.4M +$4.93M +45,000 +43%
KAS
138
Kestra Advisory Services
Texas
$16.2M +$1.55M +14,161 +11%
Macquarie Group
139
Macquarie Group
Australia
$15.9M
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$15.5M -$1.98M -18,109 -11%
SIM
141
SSI Investment Management
California
$15.4M -$926K -8,449 -6%
MCM
142
MAI Capital Management
Ohio
$15.2M -$153K -1,398 -1%
TCM
143
Towercrest Capital Management
Pennsylvania
$15.2M +$944K +8,610 +7%
MBTD
144
Mechanics Bank - Trust Department
California
$15.1M -$1.78M -16,214 -11%
Asset Management One
145
Asset Management One
Japan
$15M +$1.78M +16,200 +13%
OC
146
Oppenheimer & Co
New York
$14.9M +$921K +8,403 +7%
IHWM
147
Iron Horse Wealth Management
Iowa
$14.6M +$75.9K +692 +0.5%
1CP
148
1607 Capital Partners
Virginia
$14.5M +$516K +4,710 +4%
HCM
149
HMS Capital Management
Tennessee
$14.4M -$233K -2,125 -2%
NWM
150
Northcape Wealth Management
New York
$14.2M -$3.18K -29 -0%