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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
TCM
1001
TD Capital Management
Tennessee
$26.2K
BSB
1002
Bangor Savings Bank
Maine
$26K -$992 -9 -4%
FHC
1003
First Horizon Corporation
Tennessee
$25.3K
PCFFS
1004
Pacific Center for Financial Services
California
$25.2K -$3.75K -34 -13%
RPC
1005
Rossmore Private Capital
Connecticut
$24.7K
EPIM
1006
Evelyn Partners Investment Management
$24.5K
AIM
1007
Anchor Investment Management
South Carolina
$23.2K
BW
1008
Basepoint Wealth
Iowa
$21.9K +$221 +2 +1%
BOJHT
1009
Bank of Jackson Hole Trust
Wyoming
$21.8K
CNBTD
1010
Citizens National Bank Trust Department
Mississippi
$21.8K
FGA
1011
Fortis Group Advisors
New Jersey
$21.8K
NSG
1012
Nalls Sherbakoff Group
Tennessee
$21.8K
BHWM
1013
Beaird Harris Wealth Management
Texas
$21.6K
NRG
1014
Nemes Rush Group
Michigan
$20.9K
BFO
1015
Biltmore Family Office
North Carolina
$20.7K -$5.51K -50 -21%
FCT
1016
First Community Trust
Iowa
$20.5K +$11.5K +104 +124%
PS
1017
Pinney & Scofield
Massachusetts
$20.3K +$20.5K +186 New
CCM
1018
Chilton Capital Management
Texas
$20.1K
HC
1019
Hurley Capital
New York
$19.1K
BDPWM
1020
Barnes Dennig Private Wealth Management
Ohio
$18.7K
PK
1021
Pflug Koory
Nebraska
$17.9K
IRC
1022
Investors Research Corp
Georgia
$17.8K
AIP
1023
Ameritas Investment Partners
Nebraska
$17.4K -$2.2M -19,999 -99%
WAS
1024
Winch Advisory Services
Wisconsin
$17.2K +$110 +1 +0.6%
KSB
1025
Kennebec Savings Bank
Maine
$17K

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.