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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
Janus Henderson Group
76
Janus Henderson Group
$37.8M -$9.7M -87,957 -20%
IGAM
77
iA Global Asset Management
Quebec, Canada
$37.6M -$28.1M -254,980 -42%
SPC
78
Sigma Planning Corp
Michigan
$37.2M +$927K +8,411 +3%
SIM
79
Stratos Investment Management
Ohio
$37.1M +$1.24M +11,223 +3%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$36.7M -$3.04M -27,532 -8%
CVM
81
Cheviot Value Management
California
$36.2M +$1.39M +12,594 +4%
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$35.7M -$9.34M -84,758 -21%
Millennium Management
83
Millennium Management
New York
$34.8M -$73.5M -666,344 -68%
AI
84
Atria Investments
North Carolina
$34.6M +$13.2M +119,795 +61%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$33.7M +$3.88M +35,226 +13%
KWM
86
Kingsview Wealth Management
Oregon
$33.5M +$15.1M +136,557 +80%
LWL
87
Leo Wealth LLC
Texas
$33.2M +$7.28M +65,990 +28%
PAS
88
Park Avenue Securities
New York
$33.1M -$13.5M -122,223 -29%
SCM
89
Saba Capital Management
New York
$32.7M +$31.3M +284,281 +1,809%
FDP
90
Financiere des Professionnels
Quebec, Canada
$32.4M +$3.68M +33,400 +13%
BHB
91
Bank Hapoalim BM
Israel
$32.4M -$23.6M -213,943 -54%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$32.3M +$7.52M +68,185 +30%
TCM
93
Towercrest Capital Management
Pennsylvania
$31.7M +$5.44M +49,314 +20%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$31.5M +$24.6M +223,487 +341%
STAS
95
Strong Tower Advisory Services
Minnesota
$30.7M +$2.5M +22,699 +9%
CIA
96
Capital Investment Advisors
Georgia
$30.4M +$35.8K +325 +0.1%
IWM
97
IHT Wealth Management
Illinois
$30.1M +$11.1M +100,278 +57%
AFI
98
American Family Investments
Wisconsin
$29.8M
Marshall Wace
99
Marshall Wace
United Kingdom
$29.8M +$18.1M +164,433 +151%
WW
100
Westshore Wealth
California
$29.2M +$1.91M +17,346 +7%

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.