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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
ASCM
1076
Adkins Seale Capital Management
Louisiana
$3.05K
EWM
1077
Evolution Wealth Management
Florida
$3.05K
SIS
1078
Strategic Investment Solutions
Illinois
$2.8K
FCMT
1079
Founders Capital Management (Texas)
Texas
$2.58K +$110 +1 +4%
OHWP
1080
Oak Harbor Wealth Partners
North Carolina
$2.51K
NWS
1081
Nvest Wealth Strategies
Ohio
$2.51K +$2.54K +23 New
LWMI
1082
Legacy Wealth Management (Idaho)
Idaho
$2.4K
NWMP
1083
Noble Wealth Management PBC
Colorado
$2.29K -$3.86K -35 -63%
BIAS
1084
Beacon Investment Advisory Services
New Jersey
$2.29K +$2.31K +21 New
FUBT
1085
First United Bank & Trust
Maryland
$2.18K
BH
1086
Burk Holdings
Oklahoma
$2.18K +$2.21K +20 New
POIA
1087
Pin Oak Investment Advisors
Texas
$2K
KFAS
1088
Keating Financial Advisory Services
Kansas
$1.96K -$6.06K -55 -75%
TCM
1089
Tradewinds Capital Management
Washington
$1.74K +$1.76K +16 New
FMII
1090
Farmers & Merchants Investments Inc
Nebraska
$1.64K
QWM
1091
Quaker Wealth Management
New Jersey
$1.53K
RF
1092
Robinswood Financial
Washington
$1.42K
TWM
1093
Topsail Wealth Management
North Carolina
$1.09K -$16.1K -146 -94%
AWM
1094
Abound Wealth Management
Tennessee
$1.09K +$1.1K +10 New
NA
1095
Networth Advisors
Pennsylvania
$981
FGAM
1096
Financial Gravity Asset Management
Texas
$872 +$882 +8 New
TF
1097
Tompkins Financial
New York
$545 -$3.62M -32,862 -100%
HHCP
1098
Hilton Head Capital Partners
South Carolina
$545
MIM
1099
MTM Investment Management
South Carolina
$436
DFA
1100
DHJJ Financial Advisors
Illinois
$327

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.