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iShares Inflation Hedged Corporate Bond ETF (LQDI) Institutional Ownership

iShares Inflation Hedged Corporate Bond ETF logo
$25.62 -0.05 (-0.20%)
Closing price 05/2/2025
Extended Trading
$25.62 -0.01 (-0.02%)
As of 05/2/2025 04:05 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.
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Institutional Ownership Changes (13F Filings) for iShares Inflation Hedged Corporate Bond ETF (BATS:LQDI)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$56.41M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$974.49K
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LQDI Institutional Buying and Selling by Quarter

iShares Inflation Hedged Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Envestnet Asset Management Inc.221,938$5.81M0.0%+114.0%6.341%
4/29/2025 SimpliFi Inc.1,437,434$37.65M17.3%N/A41.070%
4/25/2025 Ameritas Advisory Services LLC8,496$223K0.0%N/A0.243%
2/27/2025 ABLE 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%
2/13/2025 Envestnet 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%
1/30/2025 Strategic Financial Concepts LLC116,029$2.95M0.1%+1,149.0%6.630%
1/28/2025 Strategic 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%
8/8/2024 Envestnet Asset Management Inc.73,096$1.89M0.0%+9.8%4.177%
8/6/2024 Strategic 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%
4/22/2024 Strategic 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%
1/24/2024 International Assets Investment Management LLC5,222$137K0.0%N/A0.222%
1/22/2024 Glass 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%
11/8/2023 Strategic Financial Concepts LLC9,043$223K0.1%N/A0.385%
10/24/2023Raymond James Financial Services Advisors Inc.8,833$218K0.0%N/A0.376%
10/10/2023 Systelligence LLC198,190$4.88M1.4%+3.9%8.434%
8/4/2023 Envestnet 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%
7/20/2023 International Assets Investment Management LLC5,364$262K0.0%N/A0.224%
7/13/2023 Systelligence 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%
4/19/2023 Systelligence LLC295,688$7.75M2.0%+1.2%12.856%
4/18/2023 Retirement 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%
2/7/2023 Envestnet Asset Management Inc.45,667$1.15M0.0%+6.4%0.000%
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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%
1/11/2023 Systelligence 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%
10/26/2022 Systelligence 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%
8/3/2022 Envestnet 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%
7/26/2022 Systelligence 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%
6/8/2022 Systelligence LLC461,945$13.41M2.9%+40.1%0.000%
5/12/2022Cetera Advisor Networks LLC35,059$1.02M0.0%+10.8%0.000%
5/12/2022 Cambridge 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%
5/4/2022 Envestnet 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%
2/3/2022 Cambridge 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%
1/20/2022 SimpliFi Inc.400,701$12.26M5.4%N/A0.000%
1/18/2022 Systelligence 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%
10/26/2021 Systelligence LLC154,871$4.64M1.2%N/A0.000%
10/20/2021StoneX Group Inc.15,712$471K0.1%+65.3%0.000%
8/6/2021StoneX Group Inc.9,503$281K0.0%+3.8%0.000%
6/23/2021StoneX Group Inc.9,158$260K0.0%N/A0.000%
5/18/2021Jane Street Group LLC42,612$1.21M0.0%+256.0%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, 17 institutional investors and hedge funds held shares of iShares Inflation Hedged Corporate Bond ETF. The most heavily invested institutionals were SimpliFi Inc. ($37.65M), LPL Financial LLC ($10.51M), Envestnet Asset Management Inc. ($5.81M), Atria Investments Inc ($5.12M), OneAscent Financial Services LLC ($5.12M), Systelligence LLC ($4.88M), and Strategic Financial Concepts LLC ($2.95M).Learn more on LQDI's institutional investors.

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

Of the 14 institutional investors that purchased iShares Inflation Hedged Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SimpliFi Inc. ($1.44M), Strategic Financial Concepts LLC ($456.24K), Envestnet Asset Management Inc. ($153.18K), LPL Financial LLC ($48.84K), Avantax Advisory Services Inc. ($38.47K), MML Investors Services LLC ($33.93K), and Jane Street Group LLC ($24.08K).

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

Institutional investors have bought a total of 2,249,509 shares in the last 24 months. This purchase volume represents approximately $58.58M in transactions.

Which iShares Inflation Hedged Corporate Bond ETF 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: Systelligence LLC ($105.00K), Jane Street Group LLC ($35.15K), Atria Investments Inc ($18.88K), OneAscent Financial Services LLC ($16.57K), Citadel Advisors LLC ($2.91K), and C M Bidwell & Associates Ltd. ($600.00).

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

Institutional investors have sold a total of 179,111 shares in the last 24 months. This volume of shares sold represents approximately $4.61M in transactions.


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This page (BATS:LQDI) was last updated on 5/5/2025 by MarketBeat.com Staff
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