We are live on ! Find out more
LQD icon

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
Barclays
26
Barclays
United Kingdom
$266M +$167M +1,518,802 +165%
SIM
27
Symetra Investment Management
Connecticut
$259M +$150M +1,356,200 +134%
SOMRS
28
State of Michigan Retirement System
Michigan
$237M
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$227M +$56M +507,842 +32%
BHCM
30
Brevan Howard Capital Management
Jersey
$215M +$183M +1,660,000 +527%
MIFH
31
Migdal Insurance & Financial Holdings
Israel
$214M
Fisher Asset Management
32
Fisher Asset Management
Washington
$203M -$10.3M -93,858 -5%
Northern Trust
33
Northern Trust
Illinois
$194M -$66.5M -603,063 -25%
JP Morgan Chase
34
JP Morgan Chase
New York
$176M -$254M -2,306,911 -59%
Members Trust
35
Members Trust
Florida
$171M +$7.28M +66,029 +4%
MOACM
36
Mutual of America Capital Management
New York
$149M
Raymond James Financial
37
Raymond James Financial
Florida
$127M +$1.54M +13,927 +1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$123M -$3.96M -35,907 -3%
SAMU
39
SONA Asset Management (US)
New York
$121M -$650M -5,897,210 -84%
NDSIB
40
North Dakota State Investment Board
North Dakota
$121M +$70.6M +639,914 +136%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$113M +$682K +6,183 +0.6%
BA
42
Bridgewater Associates
Connecticut
$111M +$2.46M +22,300 +2%
TW
43
Trajan Wealth
Arizona
$110M +$192K +1,739 +2%
AssetMark Inc
44
AssetMark Inc
California
$109M -$2.14M -19,425 -2%
MML Investors Services
45
MML Investors Services
Massachusetts
$109M -$3.28M -29,718 -3%
GWM
46
GDS Wealth Management
Texas
$108M +$15.8M +142,967 +17%
Legal & General Group
47
Legal & General Group
United Kingdom
$107M -$48.3M -437,997 -31%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$101M +$82.8M +751,302 +460%
VA
49
Valmark Advisers
Ohio
$97.2M +$2.1M +19,054 +2%
SMFG
50
Sumitomo Mitsui Financial Group
Japan
$91M +$1.82M +16,543 +2%

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.