Free Trial

iShares Inflation Hedged Corporate Bond ETF (LQDI) Institutional Ownership

iShares Inflation Hedged Corporate Bond ETF logo
$26.41 0.00 (0.00%)
As of 06/12/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$10.48M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$39.04M
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC86,584$2.26M0.0%+1.4%2.474%
5/19/2026 NewEdge Advisors LLC86,584$2.26M0.0%+1.4%2.474%
5/19/2026 Bank of America Corp DE18,281$478K0.0%+126.2%0.522%
5/13/2026 Cetera Investment Advisers105,510$2.76M0.0%+3.8%3.015%
4/30/2026 Kestra Advisory Services LLC26,620$696K0.0%+3.3%0.761%
2/18/2026 NewEdge Advisors LLC85,398$2.26M0.0%+17.1%2.440%
2/17/2026 Cetera Investment Advisers101,609$2.69M0.0%+4.5%2.903%
2/16/2026 MML Investors Services LLC309,302$8.19M0.0%+22.2%8.837%
2/13/2026 Kestra Advisory Services LLC25,774$682K0.0%-4.2%0.736%
2/12/2026 Jane Street Group LLC23,027$610K0.0%-46.6%0.658%
2/11/2026 LPL Financial LLC311,388$8.25M0.0%+6.8%8.897%
2/4/2026 Ameritas Advisory Services LLC44,866$1.19M0.0%N/A1.282%
1/23/2026 ABLE Financial Group LLC10,094$267K0.1%+7.7%0.288%
1/23/2026 SimpliFi Inc.41,986$1.11M0.5%-97.2%1.200%
11/17/2025 NewEdge Advisors LLC72,933$1.96M0.0%+2,517.8%2.084%
11/17/2025 Susquehanna International Group LLP25,173$677K0.0%-35.8%0.719%
11/17/2025 Citadel Advisors LLC38,316$1.03M0.0%-8.3%1.095%
11/17/2025 Bank of America Corp DE8,702$234K0.0%+39.3%0.249%
11/5/2025 Envestnet Asset Management Inc.275,682$7.42M0.0%+10.3%7.877%
10/24/2025 SimpliFi Inc.1,476,398$39.73M17.0%+2.0%42.183%
10/10/2025 ABLE Financial Group LLC9,372$252K0.1%+6.4%0.268%
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%
8/8/2025Avantax 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%
Why this tiny stock may move before the SpaceX IPO drops (Ad)

The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillion in stored capital will be looking for a home when it does. But the real opportunity isn't the IPO itself. Jovine has identified a small-cap supplier trading near $4 that sits directly in the path of xAI's Colossus infrastructure buildout - and a specific trigger in the S-1 could reprice it overnight.tc pixel

Get the ticker and full briefing before the June roadshow begins
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%
SpaceX will crumble without these 5 companies (Ad)

The SpaceX IPO is drawing near, but the real opportunity may lie in 5 lesser-known companies providing the critical infrastructure SpaceX depends on to operate. Goldman Sachs and Morgan Stanley are reportedly already building positions in one of these names. Another is a resource miner that Elon Musk's broader empire - including Tesla - relies on. Lance Ippolito has detailed all five inside his free SpaceX Investing Blackbook.tc pixel

Download the free SpaceX Investing Blackbook before these names go mainstream
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%


LQDI Institutional Ownership - Frequently Asked Questions

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 LPL Financial LLC ($8.25M), MML Investors Services LLC ($8.19M), Envestnet Asset Management Inc. ($7.42M), Strategic Financial Concepts LLC ($2.95M), Avantax Advisory Services Inc. ($2.83M), Cetera Investment Advisers ($2.76M), and NewEdge Advisors LLC ($2.26M).Learn more on iShares Inflation Hedged Corporate Bond ETF's institutional investors.

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. ($1.48M), Strategic Financial Concepts LLC ($437.62K), Envestnet Asset Management Inc. ($201.60K), MML Investors Services LLC ($125.09K), NewEdge Advisors LLC ($84.98K), LPL Financial LLC ($68.70K), and Ameritas Advisory Services LLC ($56.93K).

Institutional investors have bought a total of 394,851 shares in the last 24 months. This purchase volume represents approximately $10.48M in transactions.

The following institutional investors have sold iShares Inflation Hedged Corporate Bond ETF stock in the last 24 months: SimpliFi Inc. ($1.43M), Jane Street Group LLC ($20.14K), Susquehanna International Group LLP ($14.07K), Citadel Advisors LLC ($3.47K), Kestra Advisory Services LLC ($1.14K), Harbour Investments Inc. ($830.00), and Cetera Investment Advisers ($550.00).

Institutional investors have sold a total of 1,474,600 shares in the last 24 months. This volume of shares sold represents approximately $39.04M in transactions.



This page (BATS:LQDI) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners