We are live on ! Find out more
LQD icon

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
FCC
1151
Florin Court Capital
United Kingdom
-$1.85M -16,800 Closed
AW
1152
Alteri Wealth
California
-$1.44M -13,043 Closed
WFAG
1153
Worth Financial Advisory Group
North Carolina
-$1.37M -12,440 Closed
VST
1154
Van Strum & Towne
California
-$1.19M -10,770 Closed
PFA
1155
Professional Financial Advisors
Nebraska
-$1.12M -10,148 Closed
TFP
1156
TrueWealth Financial Partners
Washington
-$1.11M -10,030 Closed
EGM
1157
Engineers Gate Manager
New York
-$1.01M -9,208 Closed
FCM
1158
Family Capital Management
Michigan
-$990K -8,980 Closed
IA
1159
Integrity Alliance
Iowa
-$946K -8,588 Closed
TA
1160
Tactive Advisors
Florida
-$915K -8,303 Closed
AIM
1161
Archer Investment Management
Texas
-$877K -7,955 Closed
Cohen & Steers
1162
Cohen & Steers
New York
-$721K -6,537 -100%
WF
1163
Wayfinding Financial
Washington
-$703K -6,380 Closed
TPA
1164
Trivium Point Advisory
Connecticut
-$676K -6,139 Closed
RQS
1165
Ramsey Quantitative Systems
Kentucky
-$661K -6,000 Closed
GWM
1166
GK Wealth Management
Nevada
-$627K -5,694 Closed
CG
1167
Curat Global
New Hampshire
-$527K -4,779 Closed
CFP
1168
Cascade Financial Partners
California
-$523K -4,743 Closed
OA
1169
Oxbow Advisors
Texas
-$497K -4,511 Closed
SC
1170
Summa Corp
Texas
-$488K -4,425 Closed
BFS
1171
BridgePort Financial Solutions
Iowa
-$480K -4,356 Closed
PNC
1172
Point Nemo Capital
Texas
-$426K -3,866 Closed
MMA
1173
Miracle Mile Advisors
California
-$423K -3,838 Closed
GAA
1174
Global Assets Advisory
Florida
-$379K -3,444 Closed
SAM
1175
Synergy Asset Management
Washington
-$360K -3,265 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.