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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
AFI
151
American Family Investments
Wisconsin
$16.9M -$12.9M -118,000 -43%
STAS
152
Strong Tower Advisory Services
Minnesota
$16.9M -$13.8M -126,412 -45%
HCM
153
HMS Capital Management
Tennessee
$16.6M +$135K +1,240 +0.8%
Deutsche Bank
154
Deutsche Bank
Germany
$16.5M +$3.61M +33,153 +28%
EP
155
Edgestream Partners
New Jersey
$16.5M +$11.1M +102,156 +209%
ZIM
156
Zacks Investment Management
Illinois
$16.4M +$115K +1,051 +0.7%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$16M +$12.2M +112,366 +331%
VIS
158
Vertex Investment Solutions
$15.8M +$11.3M +103,800 +259%
TAS
159
TIFF Advisory Services
Pennsylvania
$15.7M +$1.4M +12,829 +10%
SPIA
160
Steward Partners Investment Advisory
New York
$15.4M +$1.3M +11,892 +9%
CBU
161
CIBC Bancorp USA
Illinois
$15.4M -$7.25M -66,501 -32%
HI
162
Horizon Investments
North Carolina
$15.4M +$7.68M +70,502 +99%
MCM
163
MAI Capital Management
Ohio
$15.4M -$123K -1,131 -0.8%
GC
164
Guggenheim Capital
Illinois
$15.4M +$366K +3,363 +2%
LF
165
Lighthouse Financial
Florida
$15.3M -$1.56M -14,304 -9%
SIM
166
SSI Investment Management
California
$15M -$4.96M -45,523 -25%
PAG
167
Private Advisory Group
Washington
$15M +$1.85M +17,007 +14%
GAM
168
Gotham Asset Management
New York
$14.8M +$101K +931 +0.7%
PFT
169
Providence First Trust
Arizona
$14.8M +$147K +1,350 +1%
SCM
170
Stevens Capital Management
Pennsylvania
$14.8M +$14.8M +135,400 New
SA
171
Sanctuary Advisors
Indiana
$14.5M -$872K -8,004 -6%
EDRH
172
Edmond de Rothschild Holding
Switzerland
$14.4M
FIA
173
Foundations Investment Advisors
Arizona
$14.4M +$12.7M +116,444 +768%
IA
174
IFG Advisory
Georgia
$14M +$14M +128,358 New
HIIFS
175
Harel Insurance Investments & Financial Services
Israel
$14M

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.