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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
PAIM
1051
Punch & Associates Investment Management
Minnesota
$9.05K +$3.97K +36 +77%
PWA
1052
Physician Wealth Advisors
Utah
$8.78K +$8.93K +81 New
WAG
1053
Wilkerson Advisory Group
Missouri
$8.17K
FDCP
1054
Foster Dykema Cabot & Partners
Massachusetts
$7.52K
BTC
1055
Bank & Trust Company
Illinois
$7.08K
RIA
1056
Realta Investment Advisors
Delaware
$6.41K
WWMSC
1057
Wagner Wealth Management (South Carolina)
South Carolina
$6.17K +$110 +1 +2%
FWP
1058
FAS Wealth Partners
Kansas
$6.07K +$110 +1 +2%
SIM
1059
Synergy Investment Management
Florida
$5.67K +$5.73K +52 New
NFSG
1060
Newbridge Financial Services Group
Florida
$5.45K +$3.31K +30 +150%
Q1WB
1061
Quest 10 Wealth Builders
Virginia
$5.34K
TIM
1062
Thompson Investment Management
Wisconsin
$5.23K
PB
1063
Pinnacle Bancorp
Nebraska
$5.01K
CI
1064
CX Institutional
Indiana
$5K
NG
1065
NWK Group
California
$4.47K
AIM
1066
Axiom Investment Management
New York
$4.36K +$4.41K +40 New
TPWA
1067
Twin Peaks Wealth Advisors
California
$4.36K +$4.41K +40 New
CIAS
1068
CBIZ Investment Advisory Services
Ohio
$4.26K
GWSA
1069
Global Wealth Strategies & Associates
Colorado
$4.03K -$1.65K -15 -29%
LA
1070
LM Advisors
California
$3.98K -$441 -4 -0.9%
APW
1071
Atlantic Private Wealth
North Carolina
$3.97K
MWM
1072
Mosley Wealth Management
California
$3.9K +$3.86K +35 New
CF
1073
Collier Financial
Colorado
$3.64K
GTAM
1074
Global Trust Asset Management
Florida
$3.38K -$26.1K -237 -88%
EWM
1075
Evermay Wealth Management
Virginia
$3.27K +$3.31K +30 New

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.