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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
SC
126
Scotia Capital
Ontario, Canada
$21.9M +$1.32M +11,999 +6%
Asset Management One
127
Asset Management One
Japan
$21.6M -$2.51M -22,750 -10%
OC
128
Oppenheimer & Co
New York
$21.4M +$1.09M +9,896 +5%
I
129
INVST
Indiana
$21.4M +$5.56M +50,410 +35%
CCM
130
Canal Capital Management
Virginia
$21.3M +$1.4M +12,683 +7%
SWP
131
Strategic Wealth Partners
Ohio
$21.1M +$884K +8,017 +4%
LA
132
Lifeworks Advisors
Michigan
$20.4M +$193K +1,754 +0.9%
AWMG
133
Alliance Wealth Management Group
New Jersey
$20.3M +$3.27M +29,644 +19%
KeyBank National Association
134
KeyBank National Association
Ohio
$20.2M -$1.35M -12,233 -6%
DI
135
DDFG Inc
California
$20M +$582K +5,279 +3%
SIM
136
SSI Investment Management
California
$20M -$17K -154 -0.1%
Bank Julius Baer & Co
137
Bank Julius Baer & Co
Switzerland
$19.9M +$498K +4,514 +3%
CI Investments Inc
138
CI Investments Inc
Ontario, Canada
$19.7M +$200K +1,816 +1%
Cerity Partners
139
Cerity Partners
New York
$19.5M +$5.59M +50,677 +39%
Mariner
140
Mariner
Kansas
$19.5M +$10.4M +94,463 +112%
VCM
141
Vision Capital Management
Oregon
$19M +$397K +3,604 +2%
TWC
142
TD Waterhouse Canada
Ontario, Canada
$18.8M +$9.06M +82,194 +92%
MFG
143
Merit Financial Group
Georgia
$18.2M +$13M +117,551 +238%
CAP
144
Cordoba Advisory Partners
New York
$17.9M +$126K +1,141 +0.7%
ATPW
145
Ashton Thomas Private Wealth
Arizona
$17.4M +$1.43M +13,003 +9%
LF
146
Lighthouse Financial
Florida
$16.9M +$7.57M +68,615 +80%
NAMI
147
Nomura Asset Management International
Pennsylvania
$16.8M
HCM
148
HMS Capital Management
Tennessee
$16.5M +$1.02M +9,236 +6%
ZIM
149
Zacks Investment Management
Illinois
$16.2M -$30.3K -275 -0.2%
BBVA
150
Banco Bilbao Vizcaya Argentaria
Spain
$15.8M +$265K +2,402 +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.