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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
SA
251
Sonoma Allocations
California
$6.43M -$2.26M -20,469 -26%
EWA
252
Exencial Wealth Advisors
Oklahoma
$6.41M +$326K +2,961 +5%
Jane Street
253
Jane Street
New York
$6.39M +$6.25M +56,686 +2,908%
VAG
254
VisionPoint Advisory Group
Texas
$6.33M -$89.2K -809 -1%
TPW
255
Turn8 Private Wealth
$6.33M +$1.82M +16,531 +40%
SR
256
Syntax Research
Florida
$6.31M +$25.7K +233 +0.4%
EPIME
257
Evelyn Partners Investment Management (Europe)
$6.24M -$131K -1,184 -2%
KGP
258
Keystone Global Partners
Colorado
$6.22M +$143K +1,295 +2%
RWS
259
Rochester Wealth Strategies
Michigan
$6.12M +$654K +5,935 +12%
WF
260
Welch & Forbes
Massachusetts
$6.09M -$74.6K -677 -1%
TFP
261
Townsend Financial Planning
Kentucky
$6.06M -$65.7K -596 -1%
US Bancorp
262
US Bancorp
Minnesota
$6.06M -$2.18M -19,807 -26%
M&T Bank
263
M&T Bank
New York
$6.05M -$1.04M -9,470 -15%
ACA
264
Aptus Capital Advisors
Alabama
$6.04M +$764K +6,933 +14%
Corient Private Wealth
265
Corient Private Wealth
Florida
$5.87M -$7.9M -71,609 -57%
5SA
266
5th Street Advisors
Connecticut
$5.75M -$2.92M -26,504 -33%
SWA
267
Sax Wealth Advisors
New Jersey
$5.71M
CNB
268
Camden National Bank
Maine
$5.69M +$357K +3,235 +7%
AFG
269
Atomi Financial Group
New York
$5.69M -$2.11M -19,138 -27%
NW
270
NewEdge Wealth
Pennsylvania
$5.55M -$5.51K -50 -0.1%
TF
271
TME Financial
California
$5.43M +$482K +4,370 +10%
IWC
272
Integrated Wealth Concepts
Massachusetts
$5.42M +$3.94M +35,746 +256%
CB
273
Commerce Bank
Missouri
$5.41M +$2.48M +22,453 +82%
EP
274
Edgestream Partners
New Jersey
$5.33M -$21.8M -197,555 -80%
BPAMU
275
BTG Pactual Asset Management US
New York
$5.26M +$3.13M +28,346 +142%

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.