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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
NWM
1126
Northcape Wealth Management
New York
-$12.7M -115,180 Closed
IA
1127
IFG Advisory
Georgia
-$12.5M -113,866 Closed
NCM
1128
Nearwater Capital Markets
Ireland
-$12.1M -109,600 Closed
SAG
1129
Susquehanna Advisors Group
Pennsylvania
-$11.1M -100,408 Closed
MSA
1130
MUFG Securities Americas
New York
-$11M -100,000 Closed
BCM
1131
BlueCrest Capital Management
Jersey
-$10.9M -99,000 Closed
JFG
1132
Jefferies Financial Group
New York
-$9.38M -85,135 Closed
Qube Research & Technologies (QRT)
1133
Qube Research & Technologies (QRT)
United Kingdom
-$8.51M -77,161 Closed
Capstone Investment Advisors
1134
Capstone Investment Advisors
New York
-$7.06M -64,001 Closed
BCWM
1135
Ball & Co Wealth Management
Tennessee
-$6.77M -61,432 Closed
BCP
1136
Blackhawk Capital Partners
Wisconsin
-$5.36M -48,676 Closed
CCM
1137
Crabel Capital Management
California
-$5.31M -48,226 Closed
WAM
1138
Worth Asset Management
Texas
-$5M -45,333 Closed
EL
1139
EQ LLC
Washington
-$4.9M -44,497 Closed
JF
1140
Jump Financial
Illinois
-$4.13M -37,523 Closed
AP
1141
Advisors Preferred
Maryland
-$4.01M -36,415 Closed
Verition Fund Management
1142
Verition Fund Management
Connecticut
-$3.98M -36,098 Closed
SC
1143
Sykon Capital
New York
-$3.58M -32,460 Closed
State Street
1144
State Street
Massachusetts
-$3.52M -31,970 Closed
JWCA
1145
J.W. Cole Advisors
Florida
-$1.71M -23,462 Closed
BCIM
1146
Bishop & Co Investment Management
Pennsylvania
-$2.44M -22,142 Closed
SCM
1147
Stevens Capital Management
Pennsylvania
-$2.26M -20,481 Closed
ETC
1148
Exchange Traded Concepts
Oklahoma
-$2.19M -19,898 Closed
OPAM
1149
Ocean Park Asset Management
California
-$2.19M -19,898 Closed
Point72 Asset Management
1150
Point72 Asset Management
Connecticut
-$1.89M -17,154 Closed

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.