PIMCO Investment Grade Corporate Bond Index

CORP • ARCA

PIMCO Investment Grade Corporate Bond Index is an exchange-traded fund on ARCA. As of Q3 2025, 165 institutional investors hold shares in this ETF, with total holdings valued at $1.0B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $174.8M.

Overview

Overview of institutional ownership in CORP as of Q3 2025

All Institutions

Institutions: 165
Value Held: $1.0B
Shares Held: 10.3M
Avg Position: $6.2M
Median Position: $887.6K

Hedge Funds

Hedge Funds: 3
Value Held: $13.0M
Shares Held: 131.3K
Avg Position: $4.3M
Median Position: $1.9M

Biggest Investors

Institutions with the largest positions in CORP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$174.8M 0.01% of portfolio	1.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
L LPL Financial LLC Institution	-	$109.6M 0.03% of portfolio	1.1M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
CWM, LLC RIA/Wealth	George Burton White CEO	$109.1M 0.35% of portfolio	1.1M shares	Q4 2021 Held for 3y 11m	$31.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$61.5M 0.00% of portfolio	623.6K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
R RAM Investment Partners, LLC Institution	-	$42.1M 7.90% of portfolio	426.9K shares	Q4 2022 Held for 2y 11m	$533.1M
A Allianz Asset Management AG Institution	-	$32.4M 0.04% of portfolio	328.1K shares	Q1 2022 Held for 3y 8m	$80.9B
R Resources Investment Advisors, Inc. Pension/Endowment	Vincent Lee Morris President	$31.7M 0.33% of portfolio	321.9K shares	Q3 2022 Held for 3y 2m	$9.6B
Vickerman Investment Advisors, Inc. RIA/Wealth	Michael James Vickerman President	$23.1M 4.67% of portfolio	234.2K shares	Q1 2025 Held for 8 months	$494.5M
Mokosak Advisory Group, LLC RIA/Wealth	Ryan Matthew Page President	$23.1M 6.03% of portfolio	233.9K shares	Q4 2017 Held for 7y 11m	$382.3M
UBS Group AG Institution	Sergio P. Ermotti CEO	$19.7M 0.00% of portfolio	199.5K shares	Q4 2014 Held for 10y 11m	$511.54B

Net Capital Flow

Institutional buying and selling activity for CORP in Q3 2025

Traded: +$1.7M
Buyers: 81
Sellers: 67
Total Bought: +$101.6M
Total Sold: −$99.9M
Avg Position: $5.7M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$27.2M +276.0K shares	$109.6M 1.1M shares
Modern Wealth Management, LLC RIA/Wealth	+$13.5M +136.5K shares	$13.5M 136.5K shares
Gallagher Fiduciary Advisors, LLC Pension/Endowment	+$12.2M +-12.8M shares	$12.2M 123.7K shares
Sequoia Financial Advisors, LLC RIA/Wealth	+$6.6M +66.5K shares	$6.8M 69.0K shares
R RAM Investment Partners, LLC Institution	+$4.5M +46.1K shares	$42.1M 426.9K shares
Goss Wealth Management LLC RIA/Wealth	+$3.5M +35.7K shares	$17.7M 179.9K shares
J JANE STREET GROUP, LLC Institution	+$3.2M +32.1K shares	$4.9M 49.8K shares
BANK OF NOVA SCOTIA / Institution	+$3.1M +31.7K shares	$13.8M 140.1K shares
MORGAN STANLEY RIA/Wealth	+$3.0M +30.1K shares	$61.5M 623.6K shares
Cetera Investment Advisers RIA/Wealth	+$2.6M +26.3K shares	$6.4M 65.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth	−$24.6M −249.5K shares	$13.7M 139.1K shares
CWM, LLC RIA/Wealth	−$24.4M −247.5K shares	$109.1M 1.1M shares
A Allianz Asset Management AG Institution	−$8.6M −87.3K shares	$32.4M 328.1K shares
True North Advisors, LLC RIA/Wealth	−$7.2M −73.5K shares	Sold Off 0 shares
R Resources Investment Advisors, Inc. Pension/Endowment	−$4.8M −49.1K shares	$31.7M 321.9K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$3.5M −35.5K shares	$7.4M 74.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$3.0M −30.7K shares	Sold Off 0 shares
Change Path, LLC RIA/Wealth	−$2.8M −28.5K shares	$5.2M 53.0K shares
BANK OF AMERICA CORP /DE/ Institution	−$2.7M −27.1K shares	$174.8M 1.8M shares
E Elevation Capital Advisory, LLC RIA/Wealth	−$2.3M −24.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CORP in Q3 2025

New Positions: 8
New Value: $3.0M
Exited Positions: 12
Exited Value: $17.6M

New Positions

Institution	Position Value
BAM Wealth Management, LLC RIA/Wealth	$1.4M 14.3K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$524.9K 5.3K shares
SRS Capital Advisors, Inc. RIA/Wealth	$482.3K 6.9K shares
Mutual Advisors, LLC RIA/Wealth	$312.5K 3.1K shares
Larson Financial Group LLC RIA/Wealth	$225.6K 2.3K shares
Greykasell Wealth Strategies, Inc. RIA/Wealth	$68.6K 695.0 shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	$5.0K 51.0 shares
VALLEY NATIONAL ADVISERS INC RIA/Wealth	$2.5K 25.0 shares

Exited Positions

Institution	Previous Position
True North Advisors, LLC RIA/Wealth	$7.2M 73.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.0M 30.7K shares
E Elevation Capital Advisory, LLC RIA/Wealth	$2.3M 24.1K shares
M Madden Advisory Services, Inc. RIA/Wealth	$2.2M 22.3K shares
S SYM FINANCIAL CORPORATION RIA/Wealth	$1.2M 12.3K shares
CFC Planning Co LLC Private Equity	$996.8K 10.2K shares
LexAurum Advisors, LLC RIA/Wealth	$274.3K 2.8K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$223.3K 2.3K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$213.2K 2.2K shares
Kimelman & Baird, LLC RIA/Wealth	$24.0K 247.0 shares

Options Activity

Institutions with the largest Call and Put options positions in CORP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CORP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R RAM Investment Partners, LLC Institution	-	7.90% $42.1M	426.9K shares	Q4 2022 Held for 2y 11m	$533.1M
Mokosak Advisory Group, LLC RIA/Wealth	Ryan Matthew Page President	6.03% $23.1M	233.9K shares	Q4 2017 Held for 7y 11m	$382.3M
Vickerman Investment Advisors, Inc. RIA/Wealth	Michael James Vickerman President	4.67% $23.1M	234.2K shares	Q1 2025 Held for 8 months	$494.5M
MYECFO, LLC RIA/Wealth	Michael Robert Munson CIO	2.99% $6.6M	66.4K shares	Q4 2022 Held for 2y 11m	$219.8M
ISLAY CAPITAL MANAGEMENT, LLC RIA/Wealth	Eric Craig Mcdonald CIO	2.80% $4.8M	48.9K shares	Q4 2019 Held for 5y 11m	$172.5M
GRT CAPITAL PARTNERS LLC RIA/Wealth	Richard Houghton Stowe President	2.69% $3.3M	33.2K shares	Q4 2022 Held for 2y 11m	$121.8M
Net Worth Advisory Group RIA/Wealth	Raymond Evan Levitre Managing Partner	2.66% $9.2M	93.3K shares	Q3 2024 Held for 1y 2m	$345.7M
Alliance Wealth Management Group RIA/Wealth	Thomas Mccabe CEO	2.49% $11.2M	113.6K shares	Q4 2023 Held for 1y 11m	$449.4M
T Towercrest Capital Management RIA/Wealth	Curtis Wayne Snyder Managing Partner	1.80% $11.2M	113.6K shares	Q2 2018 Held for 7y 5m	$623.1M
Bernard Wealth Management Corp. RIA/Wealth	Kenneth Mark Bernard President	1.71% $4.1M	41.5K shares	Q4 2024 Held for 11 months	$239.4M

Hedge Fund Spotlight

Discover hedge funds investing in CORP

Fortis Capital Management LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Boroughs

Portfolio Value: $710.3M
Positions: 176
Last Reported: Q3 2025

Sector Allocation

Position in PIMCO Investment Grade Corporate Bond Index

Market Value: $9.8M
Shares Held: 99.8K
Portfolio Weight: 1.39%
Owned Since: 2020-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$161.5M	22.74%
2 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$33.3M	4.69%
3 Nvidia NVDA	Semiconductors Technology	$25.5M	3.59%

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