We are live on ! Find out more
LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

1,095 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 92 funds opening new positions, 444 increasing their positions, 383 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.6% more ownership

Funds ownership: 101.27%122.86% (+22%)

16% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 383

9% more capital invested

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

4% less funds holding

Funds holding: 1,1431,095 (-48)

6% less funds holding in top 10

Funds holding in top 10: 9488 (-6)

22% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 118

37% less call options, than puts

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

Holders
1,095
Holders Change
-48
Holders Change %
-4.2%
% 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
92
Increased
444
Reduced
383
Closed
118
Calls
$4.86B
Puts
$7.77B
Net Calls
-$2.91B
Net Calls Change
-$1.89B
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
326
Mokosak Advisory Group
Iowa
$3.58M +$119K +1,079 +3%
NS
327
NBC Securities
Alabama
$3.58M +$77.9K +707 +2%
GSWA
328
Good Steward Wealth Advisors
Tennessee
$3.57M +$378K +3,425 +12%
BWM
329
BankPlus Wealth Management
Mississippi
$3.54M +$823K +7,465 +30%
JSAM
330
J. Safra Asset Management
New York
$3.5M +$267K +2,419 +8%
NAM
331
Nissay Asset Management
Japan
$3.49M +$3.53M +32,060 New
CL
332
CVFG LLC
Indiana
$3.47M +$280K +2,544 +9%
ANTB
333
AMG National Trust Bank
Colorado
$3.42M +$201K +1,821 +6%
EA
334
Eclectic Associates
California
$3.41M +$1.48M +13,443 +75%
CFG
335
Citizens Financial Group
Rhode Island
$3.41M -$832K -7,547 -19%
FA
336
Flagstar Advisors
New York
$3.39M +$848K +7,692 +33%
CA
337
Calton & Associates
Florida
$3.38M +$152K +1,379 +5%
WA
338
Waverly Advisors
Alabama
$3.28M +$198K +1,799 +6%
PAYA
339
Phil A. Younker & Associates
Alaska
$3.27M +$2.32M +21,042 +235%
OIA
340
OneDigital Investment Advisors
Kansas
$3.27M -$19K -172 -0.6%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$3.26M +$97.6K +885 +3%
ACP
342
Argyle Capital Partners
California
$3.21M -$88.1K -799 -3%
SWP
343
Stratos Wealth Partners
Ohio
$3.17M -$10.1M -91,640 -76%
PFA
344
Perryman Financial Advisory
Texas
$3.16M -$268K -2,429 -8%
PP
345
Pacifica Partners
Canada
$3.15M +$282K +2,560 +10%
UBP
346
Union Bancaire Privee
Switzerland
$3.15M
SFG
347
Seamount Financial Group
Colorado
$3.13M +$91K +825 +3%
JCM
348
Jacobi Capital Management
Pennsylvania
$3.13M +$39K +354 +1%
FTS
349
Fifth Third Securities
Ohio
$3.1M -$211K -1,912 -6%
BS
350
Banco Santander
Spain
$3.07M +$370K +3,357 +14%