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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,102 hedge funds and large institutions have $33.6B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 446 increasing their positions, 384 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.61% more ownership

Funds ownership: 101.28%122.89% (+22%)

16% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 384

9% more capital invested

Capital invested by funds: $30.9B → $33.6B (+$2.78B)

4% less funds holding

Funds holding: 1,1461,102 (-44)

6% less funds holding in top 10

Funds holding in top 10: 9488 (-6)

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

37% less call options, than puts

Call options by funds: $4.86B | Put options by funds: $7.77B

Holders
1,102
Holders Change
-44
Holders Change %
-3.84%
% of All Funds
13.49%
Holding in Top 10
88
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.38%
% of All Funds
1.08%
New
93
Increased
446
Reduced
384
Closed
119
Calls
$4.86B
Puts
$7.77B
Net Calls
-$2.91B
Net Calls Change
-$1.89B
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Chesapeake Wealth Management
Virginia
$8.17M +$202K +1,831 +3%
AllianceBernstein
227
AllianceBernstein
Tennessee
$8.1M +$39.4K +357 +0.5%
CCMG
228
Connecticut Capital Management Group
Connecticut
$8.1M +$117K +1,065 +1%
TPWM
229
Torrey-Payne Wealth Management
California
$7.97M +$230K +2,087 +3%
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$7.82M +$3.45M +31,271 +77%
HI
231
Horizon Investments
North Carolina
$7.72M -$6.72M -60,912 -46%
CAAS
232
Capital Asset Advisory Services
Michigan
$7.69M +$7.71M +69,928 New
KPWS
233
Kestra Private Wealth Services
Texas
$7.68M -$363K -3,296 -4%
OCM
234
One Capital Management
California
$7.64M +$7.73M +70,126 New
CM
235
Capula Management
Cayman Islands
$7.53M +$7.61M +69,044 New
FLPIM
236
F.L. Putnam Investment Management
Massachusetts
$7.48M +$316K +2,869 +4%
IIL
237
Income Insurance Ltd
$7.47M
MA
238
Modus Advisors
Minnesota
$7.43M +$346K +3,135 +5%
PCA
239
Providence Capital Advisors
North Carolina
$7.34M +$336K +3,051 +5%
WC
240
Waterloo Capital
Texas
$7.3M +$1.08M +9,759 +17%
FWM
241
Foguth Wealth Management
Michigan
$7.26M -$2.69M -24,441 -27%
SF
242
Summit Financial
New Jersey
$7.23M -$2.15M -19,491 -23%
First Trust Advisors
243
First Trust Advisors
Illinois
$7.02M -$258K -2,337 -4%
FFA
244
First Foundation Advisors
California
$6.84M -$185K -1,675 -3%
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$6.76M -$603K -5,471 -8%
DJYG
246
David J. Yvars Group
Florida
$6.73M +$236K +2,138 +4%
MA
247
Mutual Advisors
Nebraska
$6.62M -$113K -1,026 -2%
Man Group
248
Man Group
United Kingdom
$6.6M -$99.4M -901,178 -94%
1CP
249
1607 Capital Partners
Virginia
$6.57M
Vontobel Holding
250
Vontobel Holding
Switzerland
$6.55M +$31.5K +286 +0.5%

LQD Hedge Fund Activity: Q1 2026 in Review

1,102 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q1 2026, worth a combined $33.6B — up 9% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of LQD and 93 opened new positions — a net loss of 26 holders — while 384 trimmed existing stakes and 446 added.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $3.56B. The largest seller was SONA Asset Management (US), cutting an estimated $650M.

  • 1,102 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2026, down from 1,146 in Q4 2025.
  • Funds reported $33.6B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2026, up 9% quarter-over-quarter.
  • 93 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2026 and 119 closed out, a net change of -26 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q1 2026 was Gallagher Fiduciary Advisors, an estimated $3.56B added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q1 2026 was SONA Asset Management (US), an estimated $650M sold.

Based on aggregated 13F filings for Q1 2026.