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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
13.48%
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
EWA
901
EverSource Wealth Advisors
Alabama
$148K -$153K -1,386 -50%
WT
902
Whittier Trust
California
$140K
JHCP
903
Jackson Hole Capital Partners
Oklahoma
$139K
EB
904
Eastern Bank
Massachusetts
$139K -$361K -3,271 -72%
CHC
905
City Holding Co
West Virginia
$138K -$8.82K -80 -6%
RF
906
Rossby Financial
Florida
$138K +$110K +997 +371%
CTC
907
Central Trust Company
Missouri
$138K +$109K +985 +356%
PIA
908
Powell Investment Advisors
Florida
$135K -$9.04K -82 -6%
AA
909
AlphaCentric Advisors
Puerto Rico
$130K +$16K +145 +14%
WB
910
Webster Bank
Connecticut
$129K
CF
911
Centaurus Financial
California
$127K +$12.8K +116 +11%
NSIM
912
North Star Investment Management
Illinois
$127K +$51.7K +469 +67%
FC
913
Financial Consulate
Maryland
$123K
VR
914
Vision Retirement
New Jersey
$122K -$11.8K -107 -9%
FFL
915
Financial Freedom LLC
Ohio
$117K +$10.8K +98 +10%
RFP
916
Root Financial Partners
California
$117K -$8.82K -80 -7%
MMCM
917
Murphy & Mullick Capital Management
New York
$116K
GSEP
918
Golden State Equity Partners
California
$116K +$117K +1,062 New
OW
919
Olistico Wealth
Oklahoma
$114K
TSMHT
920
Thurston Springer Miller Herd & Titak
Indiana
$111K -$19K -172 -14%
BWAM
921
Boyd Watterson Asset Management
Ohio
$105K
AF
922
Advisornet Financial
Minnesota
$103K
SEP
923
Signature Equity Partners
Ohio
$103K +$17.9K +162 +21%
JFGIW
924
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98.1K
FRA
925
Front Row Advisors
California
$96.8K

LQD Hedge Fund Activity: Q1 2026 in Review

1,095 of the 8,125 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: 118 funds closed out of LQD and 92 opened new positions — a net loss of 26 holders — while 383 trimmed existing stakes and 444 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.

  • 1,095 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q1 2026, down from 1,143 in Q4 2025.
  • Funds reported $33.6B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q1 2026, up 9% quarter-over-quarter.
  • 92 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q1 2026 and 118 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.