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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,111 hedge funds and large institutions have $33.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 434 increasing their positions, 377 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 83

15% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 377

1% more funds holding

Funds holding: 1,1021,111 (+9)

2% less capital invested

Capital invested by funds: $33.6B → $33.1B (-$515M)

10% less call options, than puts

Call options by funds: $4.08B | Put options by funds: $4.52B

9% less funds holding in top 10

Funds holding in top 10: 8880 (-8)

20.71% less ownership

Funds ownership: 122.89%102.18% (-21%)

Holders
1,111
Holders Change
+9
Holders Change %
+0.82%
% of All Funds
13.42%
Holding in Top 10
80
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.09%
% of All Funds
0.97%
New
109
Increased
434
Reduced
377
Closed
83
Calls
$4.08B
Puts
$4.52B
Net Calls
-$438M
Net Calls Change
+$2.47B
Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
Modus Advisors
Minnesota
$7.56M +$129K +1,181 +2%
CAAS
252
Capital Asset Advisory Services
Michigan
$7.41M -$220K -2,016 -3%
AWM
253
Axxcess Wealth Management
California
$7.39M +$7.39M +67,784 New
PCA
254
Providence Capital Advisors
North Carolina
$7.38M +$26.8K +246 +0.4%
First Trust Advisors
255
First Trust Advisors
Illinois
$7.36M +$331K +3,035 +5%
FWM
256
Foguth Wealth Management
Michigan
$7.28M +$172K +1,582 +2%
Fidelity Investments
257
Fidelity Investments
Massachusetts
$7.12M +$5.32M +48,869 +298%
ATPW
258
Ashton Thomas Private Wealth
Arizona
$7.11M -$10.3M -94,151 -59%
BCP
259
Blackhawk Capital Partners
Wisconsin
$7.09M +$7.09M +65,035 New
SWA
260
Sax Wealth Advisors
New Jersey
$7.05M +$1.4M +12,837 +25%
GTWM
261
Global Trust Wealth Management
Florida
$6.98M +$2.11M +19,356 +43%
IFA
262
Independence Financial Advisors
New Hampshire
$6.93M +$6.92M +63,500 New
ASN
263
Advisory Services Network
Georgia
$6.89M +$2.2M +20,198 +47%
BCM
264
BlueCrest Capital Management
Jersey
$6.76M +$6.76M +62,000 New
DJYG
265
David J. Yvars Group
Florida
$6.67M -$66.9K -614 -1%
EC
266
Estate Counselors
Wisconsin
$6.51M +$6.14M +56,310 +1,664%
Wealth Enhancement Advisory Services
267
Wealth Enhancement Advisory Services
Minnesota
$6.45M -$2.76M -25,315 -30%
NA
268
NewEdge Advisors
Louisiana
$6.43M -$4.83M -44,304 -43%
CPBTD
269
Central Pacific Bank - Trust Division
Hawaii
$6.41M -$2.31M -21,175 -26%
NW
270
NewEdge Wealth
Pennsylvania
$6.39M +$830K +7,614 +15%
PWM
271
Perigon Wealth Management
California
$6.33M -$1.92M -17,629 -23%
AC
272
Allstate Corporation
Illinois
$6.32M -$4.61M -42,307 -42%
TFP
273
Townsend Financial Planning
Kentucky
$6.18M +$115K +1,055 +2%
AFG
274
Atomi Financial Group
New York
$6.1M +$400K +3,675 +7%
IWC
275
Integrated Wealth Concepts
Massachusetts
$6.09M +$667K +6,126 +12%

LQD Hedge Fund Activity: Q2 2026 in Review

1,111 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2026, worth a combined $33.1B — down 1.5% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new LQD positions and 83 closed out — a net gain of 26 holders — while 434 added to existing stakes and 377 trimmed.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $692M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $3.51B.

  • 1,111 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2026, up from 1,102 in Q1 2026.
  • Funds reported $33.1B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2026, down 1.5% quarter-over-quarter.
  • 109 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2026 and 83 closed out, a net change of +26 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2026 was Ontario Teachers' Pension Plan Board, an estimated $692M added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2026 was Gallagher Fiduciary Advisors, an estimated $3.51B sold.

Based on aggregated 13F filings for Q2 2026.