ISHARES IBOXX INVESTMENT GRA (LQD) Institutional Ownership Changes & 13F Activity

ISHARES IBOXX INVESTMENT GRA (LQD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Gallagher Fiduciary Advisors, Llc, Goldman Sachs Group Inc, Sona Asset Management (Us) Llc, Bank Of America Corp, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpBuy+26,059+88.4%55,547$6.05MQ1 2026Sep 04, 2026
Allie Family Office LlcBuy+450+2.7%17,039$1.86MQ1 2026Sep 01, 2026
Mirae Asset Global Investments Co., Ltd.Sell-736,781-64.2%411,064$44.80MQ1 2026Aug 12, 2026
White Pine Capital LlcSell-150-2.1%7,156$779.88KQ1 2026Aug 05, 2026
Verus Capital Partners, LlcSell-8,727-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+835,495+18.9%5,247,824$571.96MQ1 2026Jul 08, 2026
Cadia Private Client LlcSell-1,824-100.0%0$0.00Q1 2026May 20, 2026
Soa Wealth Advisors, Llc.Buy+14+0.7%2,098$228.63KQ1 2026May 20, 2026
Sonoma Allocations LlcSell-20,469-25.8%58,945$6.43MQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+503+19.2%3,123$340.38KQ1 2026May 19, 2026
Bank Of America CorpBuy+2,991,622+13.1%25,799,022$2.81BQ1 2026May 18, 2026
Edgestream Partners, L.P.Sell-197,555-80.2%48,881$5.33MQ1 2026May 18, 2026
Arete Wealth Advisors, LlcBuy+10,249—10,249$1.12MQ1 2026May 18, 2026
Strategic Investment Advisors / MiBuy+8,909+11.4%87,138$9.51MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Sell-1,986-47.0%2,243$244.51KQ1 2026May 18, 2026
Chesapeake Wealth ManagementBuy+1,831+2.5%74,943$8.17MQ1 2026May 18, 2026
Guardian Partners Inc.Buy+851+16.0%6,157$671.66KQ1 2026May 18, 2026
Arkadios Wealth AdvisorsSell-374-6.1%5,798$631.94KQ1 2026May 18, 2026
Genesis Financial Group, LlcBuy+170+6.1%2,976$324.37KQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+116+11.0%1,170$127.00KQ1 2026May 18, 2026
Gallagher Fiduciary Advisors, LlcBuy+32,286,043+11195.6%32,574,425$14.45MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+14,698,090+1583.2%15,626,475$1.70BQ1 2026May 15, 2026
Sona Asset Management (Us) LlcSell-5,897,210-84.1%1,114,088$121.42MQ1 2026May 15, 2026
Morgan StanleyBuy+2,872,892+24.0%14,821,301$1.62BQ1 2026May 15, 2026
Brevan Howard Capital Management LpBuy+1,660,000+527.0%1,975,000$215.26MQ1 2026May 15, 2026
Barclays PlcBuy+1,518,802+165.0%2,439,075$265.83MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-1,065,050-16.4%5,432,574$592.10MQ1 2026May 15, 2026
Man Group PlcSell-901,178-93.7%60,600$6.60MQ1 2026May 15, 2026
Fmr LlcSell-818,181-98.0%16,406$1.79MQ1 2026May 15, 2026
Millennium Management LlcSell-666,344-67.6%319,446$34.82MQ1 2026May 15, 2026
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Frequently asked questions about LQD activity

  • Which institutional owners are buying LQD?

    Institutional owners buying LQD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LQD activity?

    "Buy" means an investor increased their reported position in LQD compared to the prior reporting period. This reflects growing exposure to ISHARES IBOXX INVESTMENT GRA (LQD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LQD increasing?

    Institutional interest in LQD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.