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iShares iBoxx $ Investment Grade Corporate Bond ETF

1,045 hedge funds and large institutions have $30.1B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 426 increasing their positions, 358 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 79

19% more repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 358

4% more capital invested

Capital invested by funds: $29B → $30.1B (+$1.06B)

0% more funds holding

Funds holding: 1,0451,045 (0)

1% less funds holding in top 10

Funds holding in top 10: 7877 (-1)

2.36% less ownership

Funds ownership: 99.07%96.71% (-2.4%)

47% less call options, than puts

Call options by funds: $3.47B | Put options by funds: $6.49B

Holders
1,045
Holders Change
Holders Change %
0%
% of All Funds
13.72%
Holding in Top 10
77
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.28%
% of All Funds
1.01%
New
99
Increased
426
Reduced
358
Closed
79
Calls
$3.47B
Puts
$6.49B
Net Calls
-$3.02B
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Change in
Stake
MIG
126
Mariner Investment Group
New York
$21M +$7.12M +64,800 +53%
SC
127
Scotia Capital
Ontario, Canada
$20.8M +$536K +4,875 +3%
CI Investments Inc
128
CI Investments Inc
Ontario, Canada
$20.1M -$822K -7,478 -4%
SFC
129
Summit Financial Consulting
Michigan
$20.1M +$19.3M +175,923 +4,154%
Capstone Investment Advisors
130
Capstone Investment Advisors
New York
$19.8M +$11.6M +105,717 +146%
CCM
131
Canal Capital Management
Virginia
$19.6M +$128K +1,162 +0.7%
UFF
132
USA Financial Formulas
Michigan
$19.5M -$19M -172,659 -50%
DI
133
DDFG Inc
California
$19.5M +$1.06M +9,670 +6%
LA
134
Lifeworks Advisors
Michigan
$19.5M +$694K +6,312 +4%
IWM
135
IHT Wealth Management
Illinois
$19.4M -$1.43M -13,019 -7%
WJA
136
Willis Johnson & Associates
Texas
$19.1M +$838K +7,621 +5%
IFA
137
Independence Financial Advisors
New Hampshire
$18.7M +$6.1M +55,522 +49%
VCM
138
Vision Capital Management
Oregon
$18.6M +$397K +3,613 +2%
Hudson Bay Capital Management
139
Hudson Bay Capital Management
Connecticut
$18.4M -$67.6M -615,000 -79%
AC
140
Allstate Corporation
Illinois
$18.3M +$13M +118,606 +258%
SWP
141
Strategic Wealth Partners
Ohio
$18.2M +$512K +4,657 +3%
Betterment LLC
142
Betterment LLC
New York
$18.2M -$838K -7,619 -4%
SWR
143
Spahn Wealth & Retirement
Arizona
$18.1M -$375K -3,407 -2%
KWM
144
Kingsview Wealth Management
Oregon
$18M -$8.23M -74,856 -32%
Bank Julius Baer & Co
145
Bank Julius Baer & Co
Switzerland
$17.5M +$316K +2,872 +2%
ZIM
146
Zacks Investment Management
Illinois
$17.2M +$49.4K +449 +0.3%
TCM
147
Towercrest Capital Management
Pennsylvania
$17M +$1.55M +14,127 +10%
DILH
148
Dai-ichi Life Holdings
Japan
$16.4M +$4.88M +44,362 +43%
Deutsche Bank
149
Deutsche Bank
Germany
$16.4M +$7.38M +67,161 +84%
ATPW
150
Ashton Thomas Private Wealth
Arizona
$16.2M +$15.5M +141,395 +4,015%

LQD Hedge Fund Activity: Q3 2025 in Review

1,045 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) for Q3 2025, worth a combined $30.1B — up 3.7% from $29B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new LQD positions and 79 closed out — a net gain of 20 holders — while 426 added to existing stakes and 358 trimmed.

The largest buyer was Nuveen, adding an estimated $970M. The largest seller was Morgan Stanley, cutting an estimated $677M.

  • 1,045 institutional investors held iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $30.1B of iShares iBoxx $ Investment Grade Corporate Bond ETF stock for Q3 2025, up 3.7% quarter-over-quarter.
  • 99 funds opened new iShares iBoxx $ Investment Grade Corporate Bond ETF positions in Q3 2025 and 79 closed out, a net change of +20 holders.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF buyer in Q3 2025 was Nuveen, an estimated $970M added.
  • The largest iShares iBoxx $ Investment Grade Corporate Bond ETF seller in Q3 2025 was Morgan Stanley, an estimated $677M sold.

Based on aggregated 13F filings for Q3 2025.