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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
CAM
1026
Clarity Asset Management
Iowa
$16.4K +$110 +1 +0.7%
BCWM
1027
Bartlett & Co Wealth Management
Ohio
$16K
GCM
1028
Gunpowder Capital Management
Maryland
$15.8K -$16.1K -146 -50%
EWM
1029
EPG Wealth Management
Georgia
$15.8K
UCB
1030
United Community Bank
South Carolina
$15.4K +$15.5K +141 New
SFG
1031
Strive Financial Group
Indiana
$15K +$15K +136 New
CFFP
1032
Center for Financial Planning
Michigan
$14.1K -$5.95K -54 -30%
OL
1033
one8zero8 LLC
North Carolina
$14.1K -$1.99K -18 -12%
CTWM
1034
Cherry Tree Wealth Management
Minnesota
$13.4K +$13.6K +123 New
CFP
1035
Comprehensive Financial Planning
Pennsylvania
$13.3K -$23.6K -214 -64%
MFC
1036
Morris Financial Concepts
South Carolina
$12.9K
NWM
1037
Nova Wealth Management
Florida
$12.5K
PSB
1038
Piscataqua Savings Bank
New Hampshire
$12K
CA
1039
Crewe Advisors
Utah
$11.3K
AC
1040
AlphaCore Capital
California
$11.2K -$14K -127 -55%
MWPCG
1041
Measured Wealth Private Client Group
New Hampshire
$11.2K
ST
1042
Smithfield Trust
Pennsylvania
$11K
MBWA
1043
Marin Bay Wealth Advisors
California
$10.9K +$1.21M +10,934 New
PSFG
1044
Park Square Financial Group
Georgia
$10K -$11.7K -106 -54%
HWP
1045
Highline Wealth Partners
California
$10K
RS
1046
Rakuten Securities
Japan
$9.92K +$5.84K +53 +139%
NF
1047
Napier Financial
Massachusetts
$9.92K +$10K +91 New
DWM
1048
Darwin Wealth Management
Florida
$9.41K +$221 +2 +2%
JAM
1049
JCIC Asset Management
Ontario, Canada
$9.27K
GIP
1050
Granite Investment Partners
California
$9.26K

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.