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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
EA
1201
Evolution Advisers
Virginia
-$41K -374 Closed
EWA
1202
EQ Wealth Advisors
Texas
-$41.1K -373 Closed
Federated Hermes
1203
Federated Hermes
Pennsylvania
-$33.1K -300 Closed
JWM
1204
Jessup Wealth Management
Ohio
-$33.1K -300 Closed
NL
1205
NorthAvenue LLC
Ohio
-$31.4K -285 Closed
PFBT
1206
Parkside Financial Bank & Trust
Missouri
-$23.1K -210 Closed
CIA
1207
Cape Investment Advisory
Georgia
-$23K -208 Closed
GWM
1208
Grand Wealth Management
Michigan
-$20.1K -182 Closed
FHA
1209
Flagship Harbor Advisors
Massachusetts
-$18.7K -170 Closed
CWP
1210
Concord Wealth Partners
Virginia
-$15.8K -143 Closed
OC
1211
Optima Capital
Oregon
-$12.8K -116 Closed
TRCT
1212
Tower Research Capital (TRC)
New York
-$12.6K -114 Closed
MB
1213
MidFirst Bank
Oklahoma
-$10K -91 Closed
CW
1214
Curio Wealth
Maryland
-$7.19K -65 Closed
LC
1215
Luminist Capital
Michigan
-$6.56K -60 Closed
BFP
1216
Birchwood Financial Partners
Minnesota
-$6.39K -58 Closed
RMP
1217
Richards, Merrill & Peterson
Washington
-$5.51K -50 Closed
RWM
1218
Rialto Wealth Management
New York
-$4.19K -38 Closed
PAM
1219
Parvin Asset Management
South Dakota
-$3.75K -34 Closed
YAL
1220
Your Advocates Ltd
Texas
-$3.08K -28 Closed
GPFA
1221
Game Plan Financial Advisors
Ohio
-$2.98K -27 Closed
HPIA
1222
Hamilton Point Investment Advisors
North Carolina
-$2.87K -26 Closed
CAIM
1223
Catherine Avery Investment Management
Florida
-$1.87K -17 Closed
IWM
1224
Inlight Wealth Management
Georgia
-$1.54K -14 Closed
KCM
1225
Key Capital Management
Tennessee
-$551 -5 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.