Free Trial
→ New Federal Land Rush About to Start? (From Stansberry Research) (Ad) Free LQDI Stock Alerts

iShares Inflation Hedged Corporate Bond ETF (LQDI) Institutional Ownership

iShares Inflation Hedged Corporate Bond ETF logo
$26.47 +0.32 (+1.22%)
Closing price 08/1/2025 03:54 PM Eastern
Extended Trading
$26.47 0.00 (0.00%)
As of 08/1/2025 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)
9
Total
Institutional Inflows
(last 12 months)
$57.72M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.55M
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.

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
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%
4/29/2025 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%
1/30/2025Strategic 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%
8/8/2024 Envestnet 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%
1/24/2024 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%
11/8/2023Strategic Financial Concepts LLC9,043$223K0.1%N/A0.385%
10/24/2023Raymond James Financial Services Advisors Inc.8,833$218K0.0%N/A0.376%
10/10/2023 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%
[Shocking New Report] U.S. Dollar To Crash? (Ad)

The "Death Spiral" Threatening Your Savings But this time, it's not just Dalio ringing the alarm bells…

Click Here to Keep Reading...National Debt & Your Retirement
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%
2/8/2023 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%
1/31/2023Atria 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%
11/15/2022 Belpointe 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%
11/8/2022 IFP 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%
8/2/2022 Belpointe Asset Management LLC35,791$929K0.1%+9.6%0.000%
7/26/2022 Systelligence LLC542,112$14.07M4.1%+17.4%0.000%
7/19/2022Commonwealth 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%
4/28/2022 Belpointe 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%
[Shocking New Report] U.S. Dollar To Crash? (Ad)

The "Death Spiral" Threatening Your Savings But this time, it's not just Dalio ringing the alarm bells…

Click Here to Keep Reading...National Debt & Your Retirement
8/6/2021StoneX 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, 17 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), Atria Investments Inc ($5.12M), Systelligence LLC ($4.88M), Strategic Financial Concepts LLC ($2.95M), and MML Investors Services LLC ($2.65M).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 13 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. ($181.26K), Avantax Advisory Services Inc. ($54.64K), LPL Financial LLC ($48.84K), 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 2,214,042 shares in the last 24 months. This purchase volume represents approximately $57.72M 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), and Harbour Investments Inc. ($830.00).

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

Institutional investors have sold a total of 136,408 shares in the last 24 months. This volume of shares sold represents approximately $3.55M in transactions.


Related Companies

This page (BATS:LQDI) was last updated on 8/4/2025 by MarketBeat.com Staff
From Our Partners
Wall Street Laughed. Now They're Buying.
For six months, I’ve been pounding the table on a major gold miner—while Twitter pundits laughed. But now, the...
Golden Portfolio | Sponsored
Think you missed gold’s boom? Think again
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsored
Out with the old (A.I.) - In with the new (E.I.)
One expert predicts that E.I. could see over 200,000% growth... But you need to move fast...
Behind the Markets | Sponsored
Trump’s crypto advisor may have revealed the next big crypto opportunity
While investors chase Bitcoin toward $100K, D.C. insiders are quietly loading up on something else. One of Tru...
Weiss Ratings | Sponsored
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
A grave, grave error.
Nvidia just shattered records—hitting $4 trillion in valuation faster than any company in history. But one ...
Porter & Company | Sponsored
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 | Sponsored
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored