Who owns iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
Which tracked institutional funds hold LQD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LQD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
243 tracked funds added or opened LQD while 196 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LQD’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes LQD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LQD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1076 tracked filers holding LQD, 528 increased or opened the position and 501 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LQD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 56
- ONTARIO TEACHERS PENSION PLAN BOARD$693M
- Centiva Capital, LP$97M
- Verition Fund Management LLC$96M
- Point72 Asset Management, L.P.$93M
- WINTON GROUP Ltd$77M
- Quadrature Capital Ltd$72M
Full exits 61
- CITADEL ADVISORS LLC$649M
- Symetra Investment Management Co$259M
- Brevan Howard Capital Management LP$215M
- TD Asset Management Inc$88M
- HRT FINANCIAL LP$40M
- HighTower Advisors, LLC$38M
Largest adds
- MORGAN STANLEY$286M
- CITIGROUP INC$272M
- Wealthfront Advisers LLC$186M
- NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$122M
- State of New Jersey Common Pension Fund D$115M
- Man Group plc$100M
Largest trims
- GOLDMAN SACHS GROUP INC$886M
- BNP PARIBAS FINANCIAL MARKETS$668M
- BARINGS LLC$642M
- AMERIPRISE FINANCIAL INC$322M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$164M
- BlackRock, Inc.$134M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 25,658,147 | $2.8B | 9.5% | 2026-Q2 |
| BlackRock, Inc. trimmed | 19,248,751 | $2.1B | 7.1% | 2026-Q2 |
| Meiji Yasuda Life Insurance Co | 19,120,368 | $2.1B | 7.1% | 2026-Q2 |
| MORGAN STANLEY added | 17,429,340 | $1.9B | 6.5% | 2026-Q2 |
| Wealthfront Advisers LLC added | 12,435,413 | $1.4B | 4.6% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 11,419,910 | $1.2B | 4.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC | 10,601,426 | $1.2B | 3.9% | 2026-Q2 |
| Nuveen, LLC trimmed | 10,235,200 | $1.1B | 3.8% | 2026-Q2 |
| Japan Science & Technology Agency | 8,506,450 | $928M | 3.2% | 2026-Q2 |
| Allianz SE | 7,862,205 | $858M | 2.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 7,493,872 | $817M | 2.8% | 2026-Q2 |
| ONTARIO TEACHERS PENSION PLAN BOARD new | 6,350,000 | $693M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,101,242 | $665M | 2.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 5,090,714 | $555M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 4,666,082 | $509M | 1.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC added | 4,559,454 | $497M | 1.7% | 2026-Q2 |
| LPL Financial LLC added | 4,469,538 | $487M | 1.7% | 2026-Q2 |
| UBS Group AG trimmed | 4,451,008 | $485M | 1.7% | 2026-Q2 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 4,040,400 | $441M | 1.5% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 3,997,712 | $436M | 1.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,926,364 | $428M | 1.5% | 2026-Q2 |
| BNP PARIBAS added | 3,391,228 | $370M | 1.3% | 2026-Q2 |
| STATE OF MICHIGAN RETIREMENT SYSTEM added | 3,072,400 | $335M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,795,629 | $305M | 1.0% | 2026-Q2 |
| BARINGS LLC trimmed | 2,720,211 | $297M | 1.0% | 2026-Q2 |
| CITIGROUP INC added | 2,709,937 | $296M | 1.0% | 2026-Q2 |
| Empower Annuity Insurance Co | 2,456,850 | $268M | 0.9% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,409,021 | $264M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,046,151 | $224M | 0.8% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. | 1,965,000 | $214M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,804,239 | $197M | 0.7% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 1,783,303 | $195M | 0.7% | 2026-Q2 |
| Members Trust Co trimmed | 1,552,970 | $169M | 0.6% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,541,878 | $168M | 0.6% | 2026-Q2 |
| State of New Jersey Common Pension Fund D added | 1,460,991 | $159M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,445,708 | $158M | 0.5% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 1,368,140 | $149M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,199,410 | $131M | 0.4% | 2026-Q2 |
| GDS Wealth Management added | 1,189,126 | $130M | 0.4% | 2026-Q2 |
| North Dakota State Investment Board added | 1,167,864 | $127M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,103,179 | $120M | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,094,681 | $119M | 0.4% | 2026-Q2 |
| Bridgewater Associates, LP added | 1,050,500 | $115M | 0.4% | 2026-Q2 |
| Man Group plc added | 979,525 | $107M | 0.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 974,526 | $106M | 0.4% | 2026-Q2 |
| Capula Management Ltd added | 931,663 | $102M | 0.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 921,293 | $100M | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 920,761 | $100M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 913,046 | $100M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 905,000 | $99M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 894,125 | $98M | 0.3% | 2026-Q2 |
| Centiva Capital, LP trimmed | 890,406 | $97M | 0.3% | 2026-Q2 |
| Verition Fund Management LLC added | 880,355 | $96M | 0.3% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. added | 859,205 | $94M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 850,000 | $93M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 817,911 | $89M | 0.3% | 2026-Q2 |
| APG Asset Management US Inc. added | 786,699 | $85M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 735,113 | $80M | 0.3% | 2026-Q2 |
| WINTON GROUP Ltd new | 710,173 | $77M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 710,099 | $77M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 704,701 | $77M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 700,336 | $76M | 0.3% | 2026-Q2 |
| Creative Planning added | 693,381 | $76M | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd added | 664,659 | $72M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 644,200 | $70M | 0.2% | 2026-Q2 |
| DRW Securities, LLC added | 603,052 | $66M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 593,522 | $65M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 524,851 | $57M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 466,177 | $51M | 0.2% | 2026-Q2 |
| Polar Asset Management Partners Inc. new | 460,000 | $50M | 0.2% | 2026-Q2 |
| Symmetry Investments LP added | 455,000 | $50M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 450,924 | $49M | 0.2% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 426,500 | $47M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 385,481 | $42M | 0.1% | 2026-Q2 |
| LMR Partners LLP added | 383,157 | $42M | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 375,824 | $41M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 366,293 | $40M | 0.1% | 2026-Q2 |
| Stratos Investment Management, LLC added | 352,343 | $38M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 338,916 | $37M | 0.1% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 338,060 | $37M | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 335,905 | $37M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 335,754 | $37M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 335,165 | $37M | 0.1% | 2026-Q2 |
| Towercrest Capital Management added | 327,308 | $36M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 327,250 | $36M | 0.1% | 2026-Q2 |
| Cheviot Value Management, LLC trimmed | 323,920 | $35M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 309,351 | $34M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 301,296 | $33M | 0.1% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 300,827 | $33M | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 300,000 | $33M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 299,492 | $33M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 288,283 | $31M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 282,464 | $31M | 0.1% | 2026-Q2 |
| Westshore Wealth, LLC added | 280,636 | $31M | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 273,741 | $30M | 0.1% | 2026-Q2 |
| Joule Financial, LLC added | 272,760 | $30M | 0.1% | 2026-Q2 |
| NYL Investors LLC added | 268,834 | $29M | 0.1% | 2026-Q2 |
| Financiere des Professionnels - Fonds d'investissement inc. trimmed | 268,700 | $29M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 265,371 | $29M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 259,417 | $28M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.