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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
BFG
726
Berger Financial Group
Minnesota
$438K -$136K -1,251 -24%
VFM
727
Vision Financial Markets
Connecticut
$436K
LA
728
LM Advisors
California
$435K +$386K +3,545 +817%
IWN
729
Independent Wealth Network
Iowa
$435K -$6.65K -61 -2%
TWCA
730
Two West Capital Advisors
Kansas
$434K +$4.9K +45 +1%
AWP
731
Axis Wealth Partners
Rhode Island
$432K -$16.2K -149 -4%
PS
732
Planned Solutions
California
$430K
DPI
733
Diversified Portfolios Inc
Michigan
$429K +$428K +3,931 New
SAFS
734
S&A Financial Services
Kansas
$427K +$327 +3 +0.1%
OCA
735
OpenArc Corporate Advisory
Georgia
$425K -$238K -2,183 -36%
CJ
736
Caitlin John
Michigan
$421K -$6.21K -57 -1%
PAA
737
Peregrine Asset Advisers
Oregon
$420K -$2.18K -20 -0.5%
MWM
738
Meridian Wealth Management
Kentucky
$419K +$38.5K +353 +10%
PWP
739
Perfromance Wealth Partners
Illinois
$418K
MCA
740
MSH Capital Advisors
Arizona
$418K -$30.4K -279 -7%
FT
741
Fiduciary Trust
Massachusetts
$415K
AA
742
Advisory Alpha
Michigan
$413K -$19.2K -176 -4%
APP
743
Avantax Planning Partners
Iowa
$409K
SWM
744
Steinberganna Wealth Management
New York
$408K -$18.4K -169 -4%
WP
745
WealthShield Partners
North Carolina
$406K -$624K -5,725 -61%
CT
746
Caldwell Trust
Florida
$406K +$13.6K +125 +3%
VA
747
Valor Advisors
Florida
$405K -$176K -1,615 -30%
FCFC
748
First Commonwealth Financial Corp
Pennsylvania
$400K +$78.5K +720 +24%
ATC
749
Argent Trust Co
Tennessee
$398K
XPN
750
XY Planning Network
Montana
$398K -$654 -6 -0.2%

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.