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
JF
101
Joule Financial
Kentucky
$29.1M +$609K +5,522 +2%
NI
102
NYL Investors
New York
$29M +$124K +1,123 +0.4%
DT
103
DV Trading
Illinois
$28.1M +$19.8M +179,662 +230%
HH
104
Hilltop Holdings
Texas
$28M +$3.84M +34,847 +16%
GCP
105
GSA Capital Partners
United Kingdom
$28M +$28.3M +256,772 New
IWS
106
Insight Wealth Strategies
California
$27.4M -$2.81M -25,452 -9%
CI
107
Constellation Investments
Ohio
$27.2M
MWM
108
Modern Wealth Management
Kansas
$27M -$137K -1,241 -0.5%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$26.7M -$9.68M -87,776 -26%
RIA
110
Regal Investment Advisors
Michigan
$26.7M +$1.25M +11,298 +5%
SG Americas Securities
111
SG Americas Securities
New York
$26.3M +$26.2M +237,736 +6,161%
WJA
112
Willis Johnson & Associates
Texas
$24.9M +$2.73M +24,805 +12%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$23.8M +$11.9M +107,677 +97%
Citigroup
114
Citigroup
New York
$23.7M -$56.8M -515,519 -70%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$23.5M -$882K -8,000 -4%
TPCW
116
TD Private Client Wealth
New York
$23.3M -$129K -1,168 -0.5%
CCMG
117
Clark Capital Management Group
Pennsylvania
$23.1M -$8.56M -77,665 -27%
Tudor Investment Corp
118
Tudor Investment Corp
Connecticut
$23.1M +$23.3M +211,500 New
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$22.8M -$33.1M -300,000 -59%
Simplex Trading
120
Simplex Trading
Illinois
$22.7M +$23M +208,171 New
CBU
121
CIBC Bancorp USA
Illinois
$22.6M +$22.9M +207,780 New
SFC
122
Summit Financial Consulting
Michigan
$22.3M +$741K +6,723 +3%
PTC
123
Petrus Trust Company
Texas
$22M
AIMC
124
Alley Investment Management Company
Illinois
$22M +$501K +4,541 +2%
AWMT
125
AAFMAA Wealth Management & Trust
North Carolina
$22M +$522K +4,735 +2%

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.