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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
CGF
1176
Constant Guidance Financial
Massachusetts
-$343K -3,110 Closed
OMC
1177
Old Mission Capital
Illinois
-$341K -3,095 Closed
BMM
1178
Berkshire Money Management
Massachusetts
-$328K -2,973 Closed
TF
1179
Trek Financial
Arizona
-$295K -2,681 Closed
ZF
1180
Zhang Financial
Michigan
-$281K -2,546 Closed
NWMG
1181
National Wealth Management Group
Ohio
-$277K -2,511 Closed
DCM
1182
Dimension Capital Management
Florida
-$266K -2,416 Closed
SVWG
1183
Shared Vision Wealth Group
United States
-$266K -2,400 Closed
ICMM
1184
Integrated Capital Management (Michigan)
Michigan
-$229K -2,077 Closed
Credit Agricole
1185
Credit Agricole
France
-$226K -2,055 Closed
FA
1186
Forefront Analytics
Pennsylvania
-$223K -2,021 Closed
VDC
1187
Van Diest Capital
Iowa
-$220K -2,000 Closed
APWA
1188
Atlas Private Wealth Advisors
New Jersey
-$213K -1,929 Closed
NP
1189
Nilsine Partners
Colorado
-$205K -1,858 Closed
CPC
1190
Cadia Private Client
New Jersey
-$201K -1,824 Closed
T
1191
Transce3nd
Texas
-$166K -1,499 Closed
SAG
1192
SageView Advisory Group
California
-$149K -1,353 Closed
KBFS
1193
Kohmann Bosshard Financial Services
Ohio
-$109K -989 Closed
AWA
1194
American Wealth Advisors
Georgia
-$104K -940 Closed
MPW
1195
MASECO Private Wealth
-$88.4K -802 Closed
IIM
1196
IFC & Insurance Marketing
California
-$80K -726 Closed
CIA
1197
Choate Investment Advisors
Massachusetts
-$55.1K -500 Closed
TH
1198
TCTC Holdings
Texas
-$55.1K -500 Closed
WWM
1199
Woodside Wealth Management
Massachusetts
-$55.1K -500 Closed
MW
1200
Merited Wealth
Florida
-$54.9K -498 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.