Free Trial
→ The Fed Just Got Kneecapped — Here’s What Happens Next (From Banyan Hill Publishing) (Ad)tc pixel Free LQDI Stock Alerts

iShares Inflation Hedged Corporate Bond ETF (LQDI) Institutional Ownership

iShares Inflation Hedged Corporate Bond ETF logo
$26.92 +0.20 (+0.77%)
Closing price 03:58 PM Eastern
Extended Trading
$26.92 +0.01 (+0.04%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Inflation Hedged Corporate Bond ETF (BATS:LQDI)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$53.59M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.56M
Get LQDI Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Inflation Hedged Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

LQDI Institutional Buying and Selling by Quarter

iShares Inflation Hedged Corporate Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.5,046$133K0.0%+537.1%0.144%
8/15/2025 MML Investors Services LLC249,911$6.58M0.0%+16.3%7.140%
8/14/2025 Jane Street Group LLC17,938$472K0.0%N/A0.513%
8/14/2025 Raymond James Financial Inc.5,369$141K0.0%N/A0.153%
8/8/2025 Avantax Advisory Services Inc.107,303$2.83M0.0%+7.1%3.066%
8/8/2025 Cetera Investment Advisers9,248$243K0.0%-5.6%0.264%
8/1/2025 Envestnet Asset Management Inc.250,019$6.58M0.0%+12.7%7.143%
7/28/2025 Harbour Investments Inc.3,725$98K0.0%-18.2%0.106%
7/21/2025 Ameritas Advisory Services LLC12,066$318K0.0%+42.0%0.345%
7/18/2025 SimpliFi Inc.1,447,931$38.12M16.8%+0.7%41.369%
5/7/2025LPL Financial LLC315,681$8.27M0.0%-23.6%9.019%
5/6/2025Avantax Advisory Services Inc.100,212$2.63M0.0%+19.2%2.863%
4/29/2025Envestnet Asset Management Inc.221,938$5.81M0.0%+114.0%6.341%
4/29/2025SimpliFi Inc.1,437,434$37.65M17.3%N/A41.070%
4/25/2025Ameritas Advisory Services LLC8,496$223K0.0%N/A0.243%
2/27/2025ABLE Financial Group LLC8,810$224K0.1%N/A0.248%
2/17/2025Citadel Advisors LLC18,245$464K0.0%-13.8%1.043%
2/14/2025Jane Street Group LLC9,500$242K0.0%-78.7%0.543%
2/14/2025MML Investors Services LLC104,090$2.65M0.0%+30.1%5.948%
2/13/2025Envestnet Asset Management Inc.103,712$2.64M0.0%+28.6%5.926%
2/11/2025LPL Financial LLC413,200$10.51M0.0%+13.4%23.611%
2/10/2025Avantax Advisory Services Inc.84,037$2.14M0.0%+11.5%4.802%
1/30/2025Strategic Financial Concepts LLC116,029$2.95M0.1%+1,149.0%6.630%
1/28/2025Strategic Financial Concepts LLC116,029$2.95M0.0%+1,149.0%6.630%
11/15/2024MML Investors Services LLC80,005$2.15M0.0%+14.0%4.572%
11/15/2024Jane Street Group LLC44,647$1.20M0.0%+117.1%2.551%
8/8/2024Envestnet Asset Management Inc.73,096$1.89M0.0%+9.8%4.177%
8/6/2024Strategic Financial Concepts LLC233,721$60K0.0%+2,340.4%13.355%
5/8/2024Avantax Advisory Services Inc.61,337$1.60M0.0%+15.6%3.505%
4/22/2024Strategic Financial Concepts LLC9,577$250K0.1%N/A0.547%
2/15/2024C M Bidwell & Associates Ltd.950$25K0.0%-38.7%0.040%
2/7/2024Avantax Advisory Services Inc.53,081$1.39M0.0%+20.9%2.259%
1/24/2024International Assets Investment Management LLC5,222$137K0.0%N/A0.222%
1/22/2024Glass Jacobson Investment Advisors llc2,687$71K0.0%N/A0.114%
1/16/2024Raymond James Financial Services Advisors Inc.15,442$405K0.0%+74.8%0.657%
11/8/2023Avantax Advisory Services Inc.43,922$1.08M0.0%+39.4%1.869%
11/8/2023Strategic Financial Concepts LLC9,043$223K0.1%N/A0.385%
10/24/2023Raymond James Financial Services Advisors Inc.8,833$218K0.0%N/A0.376%
10/10/2023Systelligence LLC198,190$4.88M1.4%+3.9%8.434%
8/4/2023Envestnet Asset Management Inc.56,249$1.45M0.0%+10.4%2.394%
8/4/2023Atria Investments Inc198,504$5.12M0.1%-8.7%8.447%
7/20/2023International Assets Investment Management LLC5,364$262K0.0%N/A0.224%
7/13/2023Systelligence LLC190,689$4.92M1.6%-35.5%7.945%
7/10/2023OneAscent Financial Services LLC198,339$5.12M2.3%-7.7%8.264%
5/10/2023Atria Investments Inc217,385$5.70M0.1%+1.8%9.058%
4/28/2023Avantax Advisory Services Inc.21,568$565K0.0%+61.2%0.938%
4/19/2023Systelligence LLC295,688$7.75M2.0%+1.2%12.856%
4/18/2023Retirement Guys Formula LLC89,920$2.36M1.7%N/A3.910%
4/17/2023OneAscent Financial Services LLC214,911$5.63M2.3%+0.7%9.344%
2/8/2023Belpointe Asset Management LLC9,239$232K0.0%-64.0%0.000%
2/7/2023IFP Advisors Inc22,067$567K0.0%-9.4%0.000%
2/7/2023Envestnet Asset Management Inc.45,667$1.15M0.0%+6.4%0.000%
1/31/2023Atria Investments Inc213,571$5.36M0.1%N/A0.000%
1/12/2023OneAscent Financial Services LLC213,516$5.36M2.3%N/A0.000%
1/11/2023Systelligence LLC292,205$7.34M1.9%-33.8%0.000%
11/15/2022Colony Group LLC103,787$2.50M0.0%-15.1%0.000%
11/15/2022Belpointe Asset Management LLC25,660$619K0.0%-28.3%0.000%
11/15/2022C M Bidwell & Associates Ltd.1,850$45K0.0%N/A0.000%
11/14/2022MML Investors Services LLC46,932$1.13M0.0%-10.4%0.000%
11/9/2022Jackson Creek Investment Advisors LLC42,731$1.03M0.5%+2.0%0.000%
11/8/2022IFP Advisors Inc24,351$624K0.0%+6.1%0.000%
11/2/2022Avantax Advisory Services Inc.8,951$216K0.0%N/A0.000%
10/26/2022Systelligence LLC441,262$10.65M3.3%-18.6%0.000%
8/11/2022Cetera Advisor Networks LLC31,625$821K0.0%-9.8%0.000%
8/11/2022CoreCap Advisors LLC1,811$47K0.0%N/A0.000%
8/4/2022Jackson Creek Investment Advisors LLC41,910$1.16M0.5%+6.5%0.000%
8/3/2022Envestnet Asset Management Inc.50,639$1.32M0.0%+3.9%0.000%
8/2/2022Belpointe Asset Management LLC35,791$929K0.1%+9.6%0.000%
7/26/2022Systelligence LLC542,112$14.07M4.1%+17.4%0.000%
7/19/2022Commonwealth Equity Services LLC17,421$452K0.0%-8.5%0.000%
7/15/2022Karp Capital Management Corp152,629$3.96M0.7%-9.2%0.000%
6/8/2022Systelligence LLC461,945$13.41M2.9%+40.1%0.000%
5/12/2022Cetera Advisor Networks LLC35,059$1.02M0.0%+10.8%0.000%
5/12/2022Cambridge Investment Research Advisors Inc.66,126$1.92M0.0%+15.4%0.000%
5/11/2022Fortune 45 LLC52,915$1.54M1.4%-42.1%0.000%
5/4/2022Advisor Group Holdings Inc.29,313$850K0.0%+124.5%0.000%
5/4/2022Commonwealth Equity Services LLC19,043$552K0.0%+42.4%0.000%
5/4/2022Envestnet Asset Management Inc.48,761$1.42M0.0%N/A0.000%
5/3/2022Jackson Creek Investment Advisors LLC39,340$1.14M0.4%+261.5%0.000%
4/28/2022Belpointe Asset Management LLC32,657$948K0.1%N/A0.000%
4/12/2022Fortune 45 LLC52,915$1.54M1.5%-42.1%0.000%
4/11/2022Karp Capital Management Corp168,102$4.88M0.7%N/A0.000%
2/15/2022Colony Group LLC124,958$3.82M0.1%N/A0.000%
2/9/2022Geneos Wealth Management Inc.1,690$51K0.0%N/A0.000%
2/3/2022Cambridge Investment Research Advisors Inc.57,307$1.75M0.0%N/A0.000%
2/3/2022Advisor Group Holdings Inc.13,056$399K0.0%+82.2%0.000%
2/1/2022Jackson Creek Investment Advisors LLC10,881$333K0.1%N/A0.000%
1/31/2022Commonwealth Equity Services LLC13,369$408K0.0%+79.0%0.000%
1/27/2022Meridian Wealth Management LLC8,425$258K0.0%N/A0.000%
1/20/2022SimpliFi Inc.400,701$12.26M5.4%N/A0.000%
1/18/2022Systelligence LLC329,644$10.08M2.8%+112.9%0.000%
1/13/2022Calton & Associates Inc.40,866$1.25M0.3%N/A0.000%
11/5/2021Advisor Group Holdings Inc.7,167$215K0.0%+1,766.4%0.000%
10/29/2021Commonwealth Equity Services LLC7,468$223K0.0%N/A0.000%
10/26/2021Systelligence LLC154,871$4.64M1.2%N/A0.000%
10/20/2021StoneX Group Inc.15,712$471K0.1%+65.3%0.000%
(Data available from 1/1/2016 forward)

LQDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LQDI shares?

During the previous two years, 19 institutional investors and hedge funds held shares of iShares Inflation Hedged Corporate Bond ETF. The most heavily invested institutionals were SimpliFi Inc. ($38.12M), LPL Financial LLC ($8.27M), Envestnet Asset Management Inc. ($6.58M), MML Investors Services LLC ($6.58M), Systelligence LLC ($4.88M), Strategic Financial Concepts LLC ($2.95M), and Avantax Advisory Services Inc. ($2.83M).Learn more on iShares Inflation Hedged Corporate Bond ETF's institutional investors.

Which institutional investors have been buying iShares Inflation Hedged Corporate Bond ETF's stock?

Of the 15 institutional investors that purchased iShares Inflation Hedged Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SimpliFi Inc. ($1.45M), Strategic Financial Concepts LLC ($456.24K), Envestnet Asset Management Inc. ($175.94K), MML Investors Services LLC ($68.96K), Avantax Advisory Services Inc. ($61.73K), LPL Financial LLC ($48.84K), and Jane Street Group LLC ($42.02K).

How much institutional buying is happening at iShares Inflation Hedged Corporate Bond ETF?

Institutional investors have bought a total of 2,053,028 shares in the last 24 months. This purchase volume represents approximately $53.59M in transactions.

Which of iShares Inflation Hedged Corporate Bond ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares Inflation Hedged Corporate Bond ETF stock in the last 24 months: LPL Financial LLC ($97.52K), Jane Street Group LLC ($35.15K), Citadel Advisors LLC ($2.91K), Harbour Investments Inc. ($830.00), and Cetera Investment Advisers ($550.00).

How much institutional selling is happening at iShares Inflation Hedged Corporate Bond ETF?

Institutional investors have sold a total of 136,958 shares in the last 24 months. This volume of shares sold represents approximately $3.56M in transactions.


Related Companies

This page (BATS:LQDI) was last updated on 9/22/2025 by MarketBeat.com Staff
From Our Partners
Why More Investors Are Using Family Trusts to Protect Their Wealth
For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensur...
SmartAsset | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
What The Silver Boom Could Mean For You…
AI, electric vehicles, and even global central banks are quietly fueling record demand for silver. This once-o...
Goldco Precious Metals | Sponsoredtc pixel
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead?
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | Sponsoredtc pixel
Trump’s new nightmare begins
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
Prepare for the “Mar-a-Lago Accord” Money Shock
Why Are Wall Street Insiders Moving Their Money to This ONE Asset? Something far more consequential for you...
Stansberry Research | Sponsoredtc pixel
$3,600 gold is nice ... but here’s what most gold bugs are missing
Gold just surged past $3,600, but Weiss Ratings expert Sean Brodrick says the real upside is in select gold st...
Weiss Ratings | Sponsoredtc pixel