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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
SGC
501
Slocum, Gordon & Co
Rhode Island
$1.32M +$2.18K +20 +0.2%
PRS
502
Pinkerton Retirement Specialists
Idaho
$1.32M -$7.18M -65,887 -84%
AWP
503
Abacus Wealth Partners
California
$1.31M
BCI
504
Brinker Capital Investments
Pennsylvania
$1.3M -$124K -1,134 -9%
NAM
505
NTV Asset Management
West Virginia
$1.28M +$106K +975 +9%
GM
506
GeoWealth Management
Illinois
$1.28M -$248K -2,279 -16%
SW
507
Simplicity Wealth
New Jersey
$1.28M +$202K +1,854 +19%
CFO
508
Capitol Family Office
Oregon
$1.28M +$295K +2,707 +30%
CIBC Asset Management
509
CIBC Asset Management
Ontario, Canada
$1.28M +$1.27M +11,700 New
BCM
510
Boreal Capital Management
Florida
$1.25M +$1.25M +11,490 New
GWMR
511
GC Wealth Management RIA
Massachusetts
$1.25M -$56K -514 -4%
PI
512
PineBridge Investments
New York
$1.25M +$431K +3,958 +53%
SSCM
513
Spectrum Strategic Capital Management
Oregon
$1.25M -$107K -982 -8%
MBT
514
Montecito Bank & Trust
California
$1.22M
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$1.2M +$578K +5,302 +93%
UB
516
UMB Bank
Missouri
$1.19M -$36.8K -338 -3%
AIA
517
Arrow Investment Advisors
Maryland
$1.18M
SWM
518
Silverlake Wealth Management
Vermont
$1.18M -$27.2K -250 -2%
FCC
519
Florin Court Capital
United Kingdom
$1.18M +$1.18M +10,800 New
AWM
520
Apollon Wealth Management
South Carolina
$1.17M +$197K +1,804 +20%
MW
521
Marble Wealth
Alabama
$1.17M -$172K -1,579 -13%
MYIA
522
Mount Yale Investment Advisors
Colorado
$1.16M +$251K +2,299 +27%
AFTS
523
American Financial & Tax Strategies
New York
$1.16M -$5.78K -53 -0.5%
AL
524
Aspiriant LLC
California
$1.16M -$1.2K -11 -0.1%
VHAM
525
Van Hulzen Asset Management
California
$1.14M -$31.1K -285 -3%

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.