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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
Betterment LLC
151
Betterment LLC
New York
$15.6M -$1.71M -15,496 -10%
MCM
152
MAI Capital Management
Ohio
$15.5M -$135K -1,220 -0.9%
SA
153
Sanctuary Advisors
Indiana
$15.4M +$1.17M +10,597 +8%
PS
154
Principal Securities
Iowa
$15.2M -$6.31M -57,247 -29%
IWP
155
Insight Wealth Partners
Texas
$15.2M +$514K +4,658 +3%
GC
156
Guggenheim Capital
Illinois
$15M +$336K +3,050 +2%
GAM
157
Gotham Asset Management
New York
$14.7M +$1.1M +9,982 +8%
PFT
158
Providence First Trust
Arizona
$14.6M -$209K -1,900 -1%
GFA
159
Gallagher Fiduciary Advisors
Illinois
$14.4M +$3.56B +32,286,043 +11,196%
EDRH
160
Edmond de Rothschild Holding
Switzerland
$14.4M -$825K -7,485 -5%
TAS
161
TIFF Advisory Services
Pennsylvania
$14.3M +$14.5M +131,139 New
SPIA
162
Steward Partners Investment Advisory
New York
$14.1M -$1.52M -13,792 -10%
UFF
163
USA Financial Formulas
Michigan
$14M -$11.6M -105,222 -45%
HIIFS
164
Harel Insurance Investments & Financial Services
Israel
$14M -$18.6M -168,917 -57%
DWM
165
Diversify Wealth Management
Utah
$13.9M +$13.6M +123,789 +2,871%
MFG
166
Mustico Financial Group
New York
$13.7M -$97.8K -887 -0.7%
Hudson Bay Capital Management
167
Hudson Bay Capital Management
Connecticut
$13.6M -$4.41M -40,000 -24%
AC
168
Apella Capital
Connecticut
$13.5M -$612K -5,547 -4%
CA
169
Cresta Advisors
Texas
$13.5M +$286K +2,595 +2%
GCM
170
Genus Capital Management
British Columbia, Canada
$13.4M +$2.39M +21,665 +21%
MWM
171
MTC Wealth Management
Florida
$13.3M +$1.01M +9,178 +8%
PAG
172
Private Advisory Group
Washington
$13.1M +$11M +99,585 +476%
MBTD
173
Mechanics Bank - Trust Department
California
$13.1M -$817K -7,408 -6%
SSA
174
Schonfeld Strategic Advisors
New York
$13.1M +$13.3M +120,179 New
DCM
175
Donaldson Capital Management
Indiana
$13.1M +$32.1K +291 +0.2%

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.