See Which Recent 13F Filers Hold LQD

At Holdings Channel , we have reviewed the latest batch of the 79 most recent 13F filings for the 06/30/2026 reporting period, and noticed that iShares Trust - iShares iBoxx Investment Grade Corporate Bond ETF (Symbol: LQD) was held by 29 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen . Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in LQD positions, for this latest batch of 13F filers: Fund New Position? Change In Share Count Change In Market Value ($ in 1000's) Pure Financial Advisors LLC NEW + 391,008 + $42,647 Marathon Trading Investment Management LLC NEW + 700 + $76 Constellation Investments Inc. Existing + 5,624,548 + $556,738 LVZ Inc. NEW + 359,346 + $39,194 Tiemann Investment Advisors LLC Existing + 251,378 + $27,418 Segment Wealth Management LLC NEW + 6,992 + $763 LVW Advisors LLC NEW + 7,862 + $858 Blue Fin Capital Inc. NEW + 64,930 + $7,082 Advisory Alpha LLC Existing + 8,873 + $961 W.G. Shaheen & Associates DBA Whitney & Co Existing + 16,039 + $1,702 Circle Wealth Management LLC NEW + 3,725 + $406 Madrona Financial Services LLC NEW + 28,764 + $3,137 LMR Partners LLP Existing + 1,539,357 + $167,439 Rather & Kittrell Inc. NEW + 14,154 + $1,544 Naples Global Advisors LLC NEW + 70,311 + $7,669 Blackhawk Capital Partners LLC NEW + 65,035 + $7,093 Capital Investment Advisors LLC Existing + 41,638 + $3,141 Main Management LLC NEW + 112,886 + $12,312 TCI Wealth Advisors Inc. NEW + 200,623 + $21,882 1492 Capital Management LLC NEW + 10,712 + $1,168 Composition Wealth LLC NEW + 613,552 + $66,920 Arax Advisory Partners Existing + 690,016 + $75,268 Blume Capital Management Inc. NEW + 1,500 + $164 Virtus Advisers LLC NEW + 13 + $1 Cornerstone Management Inc. Existing + 461,824 + $45,684 Vontobel Holding Ltd. Existing + 6,259 + $270 Oakworth Capital Inc. Existing + 23,496 + $2,563 Fort Point Capital Partners LLC Existing + 543,117 + $59,238 Arbor Investment Advisors LLC NEW + 521,268 + $56,855 Aggregate Change: + 11,679,926 + $1,210,193 In terms of shares owned, we count 11 of the above funds having increased existing LQD positions from 03/31/2026 to 06/30/2026 , with 18 new positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the LQD share count in the aggregate among all of the funds which held LQD at the 06/30/2026 reporting period (out of the 8,814 we looked at in total). We then compared that number to the sum total of LQD shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for LQD. We found that between these two periods, funds reduced their holdings by 337,833,480 shares in the aggregate, from 339,157,615 down to 1,324,135 for a share count decline of approximately -99.61%. The overall top three funds holding LQD on 06/30/2026 were: » Fund Shares of LQD Held 1. AAFMAA Wealth Management & Trust LLC 218,278 2. Apella Capital LLC 117,786 3. Mechanics Bank Trust Department 108,368 4-10 Find out the full Top 10 Hedge Funds Holding LQD » We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like iShares Trust - iShares iBoxx Investment Grade Corporate Bond ETF (Symbol: LQD). 10 S&P 500 Components Hedge Funds Are Buying » Further LQD Research: LQD shares outstanding history Top Ten Hedge Funds Holding LQD YTD Return on Dow

At Holdings Channel , we have reviewed the latest batch of the 79 most recent 13F filings for the 06/30/2026 reporting period, and noticed that iShares Trust - iShares iBoxx Investment Grade Corporate Bond ETF (Symbol: LQD) was held by 29 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen .

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in LQD positions, for this latest batch of 13F filers:

In terms of shares owned, we count 11 of the above funds having increased existing LQD positions from 03/31/2026 to 06/30/2026 , with 18 new positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the LQD share count in the aggregate among all of the funds which held LQD at the 06/30/2026 reporting period (out of the 8,814 we looked at in total). We then compared that number to the sum total of LQD shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for LQD. We found that between these two periods, funds reduced their holdings by 337,833,480 shares in the aggregate, from 339,157,615 down to 1,324,135 for a share count decline of approximately -99.61%. The overall top three funds holding LQD on 06/30/2026 were:

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like iShares Trust - iShares iBoxx Investment Grade Corporate Bond ETF (Symbol: LQD).