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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
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
$22.9M -$651K -5,977 -3%
SAMU
127
SONA Asset Management (US)
New York
$22.8M -$98.6M -904,656 -81%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$22.5M -$77.9M -715,051 -78%
SWP
129
Strategic Wealth Partners
Ohio
$22.5M +$1.34M +12,265 +6%
AIMC
130
Alley Investment Management Company
Illinois
$22.4M +$388K +3,557 +2%
CI Investments Inc
131
CI Investments Inc
Ontario, Canada
$22.4M +$2.65M +24,282 +13%
CCM
132
Canal Capital Management
Virginia
$22.3M +$953K +8,748 +4%
OC
133
Oppenheimer & Co
New York
$21.9M +$481K +4,417 +2%
SFC
134
Summit Financial Consulting
Michigan
$21.8M -$500K -4,590 -2%
HF
135
HRT Financial
New York
$21.7M -$18.4M -169,003 -46%
LA
136
Lifeworks Advisors
Michigan
$21.3M +$923K +8,472 +5%
UFF
137
USA Financial Formulas
Michigan
$21.2M +$7.19M +65,965 +51%
HH
138
Hilltop Holdings
Texas
$20.7M -$7.33M -67,228 -26%
Cerity Partners
139
Cerity Partners
New York
$20.1M +$610K +5,594 +3%
SC
140
Scotia Capital
Ontario, Canada
$19.9M -$2M -18,312 -9%
SWR
141
Spahn Wealth & Retirement
Arizona
$19.8M +$19.7M +181,212 New
MFG
142
Merit Financial Group
Georgia
$19.8M +$1.55M +14,224 +9%
VCM
143
Vision Capital Management
Oregon
$19.5M +$398K +3,657 +2%
KeyBank National Association
144
KeyBank National Association
Ohio
$19.2M -$1.02M -9,404 -5%
Mariner
145
Mariner
Kansas
$18.3M -$1.18M -10,825 -6%
CAP
146
Cordoba Advisory Partners
New York
$18.1M +$206K +1,894 +1%
TWC
147
TD Waterhouse Canada
Ontario, Canada
$17.9M -$698K -6,409 -4%
PS
148
Principal Securities
Iowa
$17.6M +$2.37M +21,756 +16%
DI
149
DDFG Inc
California
$17M -$3.01M -27,670 -15%
Optiver Holding
150
Optiver Holding
Netherlands
$17M +$17M +155,740 New

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.