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iShares Inflation Hedged Corporate Bond ETF (LQDI) Institutional Ownership

iShares Inflation Hedged Corporate Bond ETF logo
$26.70 +0.28 (+1.04%)
As of 03:02 PM Eastern
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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)
10
Total
Institutional Inflows
(last 12 months)
$53.48M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.56M
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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
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%
5/7/2025 LPL Financial LLC315,681$8.27M0.0%-23.6%9.019%
5/6/2025 Avantax Advisory Services Inc.100,212$2.63M0.0%+19.2%2.863%
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%
2/17/2025 Citadel Advisors LLC18,245$464K0.0%-13.8%1.043%
2/14/2025 Jane Street Group LLC9,500$242K0.0%-78.7%0.543%
2/14/2025 MML 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%
2/11/2025 LPL Financial LLC413,200$10.51M0.0%+13.4%23.611%
2/10/2025 Avantax 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%
11/15/2024 MML Investors Services LLC80,005$2.15M0.0%+14.0%4.572%
11/15/2024 Jane 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%
5/8/2024 Avantax 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%
2/15/2024 C M Bidwell & Associates Ltd.950$25K0.0%-38.7%0.040%
2/7/2024 Avantax 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%
11/8/2023 Avantax 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%
8/4/2023 Atria Investments Inc198,504$5.12M0.1%-8.7%8.447%
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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%
7/10/2023 OneAscent Financial Services LLC198,339$5.12M2.3%-7.7%8.264%
5/10/2023 Atria Investments Inc217,385$5.70M0.1%+1.8%9.058%
4/28/2023 Avantax 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%
4/17/2023 OneAscent Financial Services LLC214,911$5.63M2.3%+0.7%9.344%
2/8/2023 Belpointe Asset Management LLC9,239$232K0.0%-64.0%0.000%
2/7/2023 IFP 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%
1/31/2023 Atria Investments Inc213,571$5.36M0.1%N/A0.000%
1/12/2023 OneAscent 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%
11/15/2022 Belpointe Asset Management LLC25,660$619K0.0%-28.3%0.000%
11/15/2022 C M Bidwell & Associates Ltd.1,850$45K0.0%N/A0.000%
11/14/2022 MML Investors Services LLC46,932$1.13M0.0%-10.4%0.000%
11/9/2022 Jackson Creek Investment Advisors LLC42,731$1.03M0.5%+2.0%0.000%
11/8/2022 IFP Advisors Inc24,351$624K0.0%+6.1%0.000%
11/2/2022 Avantax 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%
8/11/2022 CoreCap Advisors LLC1,811$47K0.0%N/A0.000%
8/4/2022 Jackson 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%
8/2/2022 Belpointe Asset Management LLC35,791$929K0.1%+9.6%0.000%
7/26/2022 Systelligence LLC542,112$14.07M4.1%+17.4%0.000%
7/19/2022 Commonwealth 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%
5/11/2022 Fortune 45 LLC52,915$1.54M1.4%-42.1%0.000%
5/4/2022 Advisor Group Holdings Inc.29,313$850K0.0%+124.5%0.000%
5/4/2022 Commonwealth 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%
5/3/2022 Jackson Creek Investment Advisors LLC39,340$1.14M0.4%+261.5%0.000%
4/28/2022 Belpointe Asset Management LLC32,657$948K0.1%N/A0.000%
4/12/2022 Fortune 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%
2/9/2022 Geneos 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%
2/3/2022 Advisor Group Holdings Inc.13,056$399K0.0%+82.2%0.000%
2/1/2022 Jackson Creek Investment Advisors LLC10,881$333K0.1%N/A0.000%
1/31/2022 Commonwealth Equity Services LLC13,369$408K0.0%+79.0%0.000%
1/27/2022 Meridian 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%
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1/13/2022 Calton & Associates Inc.40,866$1.25M0.3%N/A0.000%
11/5/2021 Advisor Group Holdings Inc.7,167$215K0.0%+1,766.4%0.000%
10/29/2021 Commonwealth Equity Services LLC7,468$223K0.0%N/A0.000%
10/26/2021 Systelligence LLC154,871$4.64M1.2%N/A0.000%
10/20/2021 StoneX Group Inc.15,712$471K0.1%+65.3%0.000%
8/6/2021 StoneX Group Inc.9,503$281K0.0%+3.8%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, 18 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 14 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 2,048,774 shares in the last 24 months. This purchase volume represents approximately $53.48M 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.


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This page (BATS:LQDI) was last updated on 8/25/2025 by MarketBeat.com Staff
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