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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,111 hedge funds and large institutions have $33.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 434 increasing their positions, 377 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 83

15% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 377

1% more funds holding

Funds holding: 1,1021,111 (+9)

2% less capital invested

Capital invested by funds: $33.6B → $33.1B (-$515M)

10% less call options, than puts

Call options by funds: $4.08B | Put options by funds: $4.52B

9% less funds holding in top 10

Funds holding in top 10: 8880 (-8)

20.71% less ownership

Funds ownership: 122.89%102.18% (-21%)

Holders
1,111
Holders Change
+9
Holders Change %
+0.82%
% of All Funds
13.42%
Holding in Top 10
80
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.09%
% of All Funds
0.97%
New
109
Increased
434
Reduced
377
Closed
83
Calls
$4.08B
Puts
$4.52B
Net Calls
-$438M
Net Calls Change
+$2.47B
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$31.4M -$905K -8,309 -3%
IWM
102
IHT Wealth Management
Illinois
$30.8M +$672K +6,163 +2%
WW
103
Westshore Wealth
California
$30.6M +$1.37M +12,532 +5%
CIA
104
Capital Investment Advisors
Georgia
$29.9M -$577K -5,292 -2%
JF
105
Joule Financial
Kentucky
$29.7M +$605K +5,556 +2%
NI
106
NYL Investors
New York
$29.3M +$323K +2,962 +1%
FDP
107
Financiere des Professionnels
Quebec, Canada
$29.3M -$3.12M -28,600 -10%
MWM
108
Modern Wealth Management
Kansas
$28.9M +$1.85M +16,967 +7%
Millennium Management
109
Millennium Management
New York
$28.3M -$6.54M -60,029 -19%
RIA
110
Regal Investment Advisors
Michigan
$27.8M +$1.14M +10,427 +4%
CI
111
Constellation Investments
Ohio
$27.2M
WJA
112
Willis Johnson & Associates
Texas
$27.1M +$2.19M +20,094 +9%
CCMG
113
Clark Capital Management Group
Pennsylvania
$26.1M +$2.99M +27,418 +13%
TPCW
114
TD Private Client Wealth
New York
$26M +$2.65M +24,286 +11%
RA
115
Rational Advisors
New York
$24.6M +$24.5M +225,180 New
DILIC
116
Dai-ichi Life Insurance Company
Japan
$24.4M +$24.4M +224,000 New
NAMI
117
Nomura Asset Management International
Pennsylvania
$24M +$7.17M +65,779 +43%
Asset Management One
118
Asset Management One
Japan
$23.9M +$2.21M +20,280 +10%
AWMT
119
AAFMAA Wealth Management & Trust
North Carolina
$23.8M +$1.83M +16,797 +8%
I
120
INVST
Indiana
$23.7M +$2.36M +21,676 +11%
OMC
121
Old Mission Capital
Illinois
$23.5M +$23.5M +215,629 New
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$23.4M +$596K +5,470 +3%
AWMG
123
Alliance Wealth Management Group
New Jersey
$23.4M +$3.12M +28,610 +15%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$23.4M -$432K -3,969 -2%
PTC
125
Petrus Trust Company
Texas
$23M +$1M +9,180 +5%

LQD Hedge Fund Activity: Q2 2026 in Review

1,111 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q2 2026, worth a combined $33.1B — down 1.5% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new LQD positions and 83 closed out — a net gain of 26 holders — while 434 added to existing stakes and 377 trimmed.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $692M. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $3.51B.

  • 1,111 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q2 2026, up from 1,102 in Q1 2026.
  • Funds reported $33.1B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q2 2026, down 1.5% quarter-over-quarter.
  • 109 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q2 2026 and 83 closed out, a net change of +26 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q2 2026 was Ontario Teachers' Pension Plan Board, an estimated $692M added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q2 2026 was Gallagher Fiduciary Advisors, an estimated $3.51B sold.

Based on aggregated 13F filings for Q2 2026.