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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
MBTD
201
Mechanics Bank - Trust Department
California
$11.8M -$1.31M -12,055 -10%
IWP
202
Insight Wealth Partners
Texas
$11.6M -$3.62M -33,182 -24%
Daiwa Securities Group
203
Daiwa Securities Group
Japan
$11.4M +$53.4K +490 +0.5%
EI
204
EFG International
$11.3M +$680K +6,245 +6%
TW
205
Trajan Wealth
Arizona
$11.2M +$141K +1,293 +1%
LPT
206
Legacy Private Trust
Wisconsin
$11.2M +$1.74M +15,968 +18%
CWA
207
Consilio Wealth Advisors
Washington
$11M +$312K +2,868 +3%
NAM
208
Nissay Asset Management
Japan
$11M +$7.5M +68,856 +215%
FFA
209
First Foundation Advisors
California
$11M +$4.1M +37,662 +60%
BPWM
210
BCS Private Wealth Management
New Jersey
$10.9M +$1.6M +14,730 +17%
JE
211
JMAC Enterprises
Pennsylvania
$10.9M +$1.64M +15,038 +18%
Tudor Investment Corp
212
Tudor Investment Corp
Connecticut
$10.8M -$12.2M -112,151 -53%
IPW
213
Invictus Private Wealth
Colorado
$10.8M +$1.18M +10,797 +12%
CA
214
Cresta Advisors
Texas
$10.7M -$2.83M -25,966 -21%
BWG
215
Beta Wealth Group
California
$10.5M +$27.7K +254 +0.3%
GCM
216
Genus Capital Management
British Columbia, Canada
$10.5M -$2.89M -26,486 -22%
SMI
217
Shelter Mutual Insurance
Missouri
$10.4M
KF
218
Kelsey Financial
California
$10.4M -$152K -1,395 -1%
HWA
219
Heartwood Wealth Advisors
Virginia
$9.98M +$187K +1,713 +2%
FFG
220
Fiduciary Financial Group
California
$9.85M +$373K +3,424 +4%
VAS
221
Vestmark Advisory Solutions
Massachusetts
$9.64M -$1.58M -14,532 -14%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$9.58M +$2.8M +25,743 +41%
IIA
223
IPG Investment Advisors
California
$9.56M +$8.16M +74,851 +584%
WA
224
Wealthstar Advisors
Texas
$9.5M -$227K -2,087 -2%
SAMC
225
Spectrum Asset Management (California)
California
$9.48M +$9.47M +86,909 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.