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