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iShares BBB Rated Corporate Bond ETF

14 hedge funds and large institutions have $40.8M invested in iShares BBB Rated Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $40M → $40.8M (+$779K)

7% less funds holding

Funds holding: 1514 (-1)

10.84% less ownership

Funds ownership: 83.54%72.7% (-11%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.6M
Jane Street
2
Jane Street
New York
$3.69M +$1.24M +14,189 +50%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.83M +$2.85M +32,743 New
Bank of America
4
Bank of America
North Carolina
$2.69M -$2.25M -25,866 -45%
IWP
5
Insight Wealth Partners
Texas
$2.33M -$40.4K -464 -2%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.22M +$2.24M +25,698 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.98M -$1.5M -17,248 -43%
Goldman Sachs
8
Goldman Sachs
New York
$1.56M -$211K -2,420 -12%
IWC
9
Integrated Wealth Concepts
Massachusetts
$695K +$46.2K +530 +7%
Morgan Stanley
10
Morgan Stanley
New York
$498K -$261 -3 -0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$334K +$337K +3,863 New
BAM
12
Belpointe Asset Management
Nevada
$297K -$31.7K -364 -10%
HI
13
Harbour Investments
Wisconsin
$85K
Osaic Holdings
14
Osaic Holdings
Arizona
$9.84K
Citadel Advisors
15
Citadel Advisors
Florida
-$1.53M -17,524 Closed
UBS Group
16
UBS Group
Switzerland
-$1.13K -13 Closed
GWM
17
Geneos Wealth Management
Colorado
-$697 -8 Closed
US Bancorp
18
US Bancorp
Minnesota
-$348 -4 Closed

LQDB Hedge Fund Activity: Q1 2026 in Review

14 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q1 2026, worth a combined $40.8M — up 1.9% from $40M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LQDB and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 2 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.85M. The largest seller was Bank of America, cutting an estimated $2.25M.

  • 14 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q1 2026, down from 15 in Q4 2025.
  • Funds reported $40.8M of iShares BBB Rated Corporate Bond ETF stock for Q1 2026, up 1.9% quarter-over-quarter.
  • 3 funds opened new iShares BBB Rated Corporate Bond ETF positions in Q1 2026 and 4 closed out, a net change of -1 holder.
  • The largest iShares BBB Rated Corporate Bond ETF buyer in Q1 2026 was Susquehanna International Group, an estimated $2.85M added.
  • The largest iShares BBB Rated Corporate Bond ETF seller in Q1 2026 was Bank of America, an estimated $2.25M sold.

Based on aggregated 13F filings for Q1 2026.