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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
OA
701
Operose Advisors
Wisconsin
$491K +$201K +1,843 +69%
FMWA
702
Forvis Mazars Wealth Advisors
Missouri
$491K
HI
703
Hudock Inc
Pennsylvania
$490K +$9.59K +88 +2%
TPWA
704
TRUE Private Wealth Advisors
Oregon
$487K
ML
705
McAdam LLC
Pennsylvania
$478K -$138K -1,263 -22%
DWP
706
Daymark Wealth Partners
Ohio
$476K +$188K +1,721 +65%
IBOK
707
Independence Bank of Kentucky
Kentucky
$472K
CA
708
Claro Advisors
Massachusetts
$471K -$30.7K -282 -6%
SIS
709
Sound Income Strategies
Florida
$471K +$5.12K +47 +1%
AWA
710
Asempa Wealth Advisors
Louisiana
$470K +$470K +4,314 New
HTC
711
Haverford Trust Company
Pennsylvania
$470K
Neuberger Berman Group
712
Neuberger Berman Group
New York
$470K -$9.48K -87 -2%
RI
713
Ridgewood Investments
New Jersey
$468K -$126K -1,156 -21%
AFG
714
ABLE Financial Group
Arizona
$453K
MWM
715
Modera Wealth Management
New Jersey
$451K -$44.9K -412 -9%
MT
716
Midwest Trust
Kansas
$449K -$28.8K -264 -6%
AAS
717
Ameritas Advisory Services
Nebraska
$447K -$547K -5,019 -55%
WFAG
718
Worth Financial Advisory Group
North Carolina
$447K +$446K +4,095 New
PCP
719
Proficio Capital Partners
Massachusetts
$446K
GW
720
Graetz Wealth
Michigan
$444K +$11.1K +102 +3%
TIA
721
Tiemann Investment Advisors
California
$444K -$3.27K -30 -0.7%
WWM
722
Western Wealth Management
Colorado
$443K +$102K +939 +30%
VFA
723
Valeo Financial Advisors
Indiana
$440K +$125K +1,149 +40%
AFP
724
Ausdal Financial Partners
Iowa
$440K -$390K -3,579 -47%
AWE
725
Avidian Wealth Enterprises
Texas
$439K +$2.83K +26 +0.6%

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.