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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,045 hedge funds and large institutions have $29B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 354 increasing their positions, 417 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 81

4.6% more ownership

Funds ownership: 94.47%99.07% (+4.6%)

2% more funds holding

Funds holding: 1,0281,045 (+17)

4% more capital invested

Capital invested by funds: $28B → $29B (+$1B)

3% less funds holding in top 10

Funds holding in top 10: 8078 (-2)

15% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 417

66% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $4.83B

Holders
1,045
Holders Change
+17
Holders Change %
+1.65%
% of All Funds
13.76%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.03%
New
111
Increased
354
Reduced
417
Closed
81
Calls
$1.63B
Puts
$4.83B
Net Calls
-$3.2B
Net Calls Change
-$686M
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
276
Turn8 Private Wealth
$5.07M -$6.44K -60 -0.1%
AC
277
Allstate Corporation
Illinois
$5.04M -$13M -120,955 -72%
RWI
278
Red Wave Investments
Pennsylvania
$5.01M -$45.5K -424 -0.9%
Two Sigma Investments
279
Two Sigma Investments
New York
$4.99M +$4.89M +45,555 New
BHWM
280
Bar Harbor Wealth Management
New Hampshire
$4.96M -$152K -1,419 -3%
Janney Montgomery Scott
281
Janney Montgomery Scott
Pennsylvania
$4.85M -$1.95M -18,202 -29%
PWM
282
Pines Wealth Management
North Carolina
$4.84M +$84.1K +784 +2%
SFG
283
SevenBridge Financial Group
Pennsylvania
$4.72M -$1.61M -15,022 -26%
BPWM
284
BCS Private Wealth Management
New Jersey
$4.7M +$4.6M +42,910 New
FCIM
285
Fairview Capital Investment Management
California
$4.65M -$523K -4,877 -10%
FFS
286
Founders Financial Securities
Maryland
$4.57M +$428K +3,992 +11%
CNB
287
Camden National Bank
Maine
$4.49M +$198K +1,849 +5%
FIM
288
Freedom Investment Management
Connecticut
$4.47M -$265K -2,472 -6%
IIA
289
IPG Investment Advisors
California
$4.4M +$3.63M +33,829 +532%
Loomis, Sayles & Company
290
Loomis, Sayles & Company
Massachusetts
$4.38M -$4.77M -44,420 -53%
RWS
291
Rochester Wealth Strategies
Michigan
$4.33M -$920K -8,569 -18%
JWBC
292
J.W. Burns & Co
New York
$4.3M -$306K -2,856 -7%
SS
293
SBI Securities
Japan
$4.29M +$271K +2,528 +7%
GL
294
Graypoint LLC
New York
$4.26M -$250K -2,328 -6%
CM
295
Cornerstone Management
Georgia
$4.25M -$6.01K -56 -0.1%
FSC
296
Full Sail Capital
Oklahoma
$4.17M -$148K -1,375 -3%
BPA
297
Beacon Pointe Advisors
California
$4.14M -$92.2K -859 -2%
JIR
298
James Investment Research
Ohio
$4.14M -$126K -1,173 -3%
LWA
299
Lantern Wealth Advisors
New York
$4.12M +$4.03M +37,582 New
HA
300
Herold Advisors
New York
$4.09M +$146K +1,360 +4%

LQD Hedge Fund Activity: Q2 2025 in Review

1,045 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2025, worth a combined $29B — up 3.6% from $28B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new LQD positions and 81 closed out — a net gain of 30 holders — while 354 added to existing stakes and 417 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $718M. The largest seller was NYL Investors, cutting an estimated $746M.

  • 1,045 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2025, up from 1,028 in Q1 2025.
  • Funds reported $29B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2025, up 3.6% quarter-over-quarter.
  • 111 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2025 and 81 closed out, a net change of +30 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2025 was Morgan Stanley, an estimated $718M added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2025 was NYL Investors, an estimated $746M sold.

Based on aggregated 13F filings for Q2 2025.