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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
SMI
201
Shelter Mutual Insurance
Missouri
$10.4M
Renaissance Technologies
202
Renaissance Technologies
New York
$10M +$10.1M +92,000 New
HWA
203
Heartwood Wealth Advisors
Virginia
$9.79M +$1.02M +9,228 +11%
WA
204
Wealthstar Advisors
Texas
$9.72M -$248K -2,247 -2%
FBB
205
Fulton Breakefield Broenniman
Maryland
$9.65M -$175K -1,583 -2%
IPW
206
Invictus Private Wealth
Colorado
$9.6M -$572K -5,190 -6%
SIA
207
Strategic Investment Advisors
Michigan
$9.51M +$982K +8,909 +11%
FFG
208
Fiduciary Financial Group
California
$9.47M +$1.19M +10,796 +14%
LPT
209
Legacy Private Trust
Wisconsin
$9.41M +$2.31M +20,996 +32%
IUHSA
210
Itau Unibanco Holding S.A.
Brazil
$9.33M
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$9.31M -$9.34M -84,684 -50%
BPWM
212
BCS Private Wealth Management
New Jersey
$9.29M +$2.92M +26,462 +45%
JE
213
JMAC Enterprises
Pennsylvania
$9.25M +$196K +1,780 +2%
FAT
214
First American Trust
California
$9.23M -$3.98M -36,101 -30%
WCM
215
Winthrop Capital Management
Indiana
$9.22M -$891K -8,083 -9%
EIP
216
Easterly Investment Partners
Massachusetts
$9.12M +$551K +5,000 +6%
PAG
217
Private Advisor Group
New Jersey
$9.02M +$470K +4,265 +5%
WA
218
WBH Advisory
Maryland
$8.97M +$1.33M +12,032 +17%
ACM
219
Anfield Capital Management
California
$8.9M +$877K +7,956 +11%
CPBTD
220
Central Pacific Bank - Trust Division
Hawaii
$8.71M
PRS
221
Pinkerton Retirement Specialists
Idaho
$8.59M +$1.48M +13,424 +21%
CFP
222
Curran Financial Partners
South Carolina
$8.28M +$1.35M +12,217 +19%
PWM
223
Perigon Wealth Management
California
$8.24M +$615K +5,578 +8%
SI
224
Stephens Inc
Arkansas
$8.2M -$11.9K -108 -0.1%
NL
225
NVWM LLC
Pennsylvania
$8.18M -$172K -1,558 -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.