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iShares Inflation Hedged Corporate Bond ETF (LQDI) Institutional Ownership

iShares Inflation Hedged Corporate Bond ETF logo
$25.07 +0.06 (+0.24%)
Closing price 11/11/2026 04:10 PM Eastern
Extended Trading
$25.06 0.00 (-0.02%)
As of 11/11/2026 08:00 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 Massive. 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)
12
Total
Institutional Inflows
(last 12 months)
$12.72M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$39.17M
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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
11/9/2026 Harbour Investments Inc.4,770$119K0.0%N/A0.180%
11/2/2026 Kestra Advisory Services LLC17,814$443K0.0%-27.7%0.509%
10/28/2026 SimpliFi Inc.36,772$914K0.4%+1.1%1.051%
10/16/2026 Stronghold Wealth Management L.L.C.11,049$275K0.4%N/A0.316%
9/23/2026Envestnet Asset Management Inc.355,942$9.36M0.0%+5.6%10.170%
8/23/2026Ameritas Advisory Services LLC257,513$6.77M0.1%+566.1%7.358%
6/3/2026NewEdge Advisors LLC86,584$2.26M0.0%+1.4%2.474%
5/19/2026NewEdge Advisors LLC86,584$2.26M0.0%+1.4%2.474%
5/19/2026Bank of America Corp DE18,281$478K0.0%+126.2%0.522%
5/13/2026Cetera Investment Advisers105,510$2.76M0.0%+3.8%3.015%
4/30/2026 Kestra Advisory Services LLC26,620$696K0.0%+3.3%0.761%
2/18/2026NewEdge Advisors LLC85,398$2.26M0.0%+17.1%2.440%
2/17/2026Cetera Investment Advisers101,609$2.69M0.0%+4.5%2.903%
2/16/2026MML 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%
2/12/2026Jane Street Group LLC23,027$610K0.0%-46.6%0.658%
2/11/2026 LPL Financial LLC311,388$8.25M0.0%+6.8%8.897%
2/4/2026Ameritas 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%
11/17/2025NewEdge Advisors LLC72,933$1.96M0.0%+2,517.8%2.084%
11/17/2025Susquehanna International Group LLP25,173$677K0.0%-35.8%0.719%
11/17/2025Citadel Advisors LLC38,316$1.03M0.0%-8.3%1.095%
11/17/2025Bank of America Corp DE8,702$234K0.0%+39.3%0.249%
11/5/2025Envestnet 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%
9/4/2025Osaic Holdings Inc.5,046$133K0.0%+537.1%0.144%
8/15/2025MML Investors Services LLC249,911$6.58M0.0%+16.3%7.140%
8/14/2025Jane Street Group LLC17,938$472K0.0%N/A0.513%
8/14/2025Raymond 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%
8/8/2025Cetera Investment Advisers9,248$243K0.0%-5.6%0.264%
8/1/2025Envestnet 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%
7/21/2025Ameritas 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%
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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%
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8/11/2022Cetera Advisor Networks LLC31,625$821K0.0%-9.8%0.000%
8/11/2022CoreCap Advisors LLC1,811$47K0.0%N/A0.000%
8/3/2022Envestnet Asset Management Inc.50,639$1.32M0.0%+3.9%0.000%


LQDI Institutional Ownership - Frequently Asked Questions

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 Envestnet Asset Management Inc. ($9.36M), LPL Financial LLC ($8.25M), MML Investors Services LLC ($8.19M), Ameritas Advisory Services LLC ($6.77M), Strategic Financial Concepts LLC ($2.95M), Avantax Advisory Services Inc. ($2.83M), and Cetera Investment Advisers ($2.76M).Learn more on iShares Inflation Hedged Corporate Bond ETF's institutional investors.

Of the 17 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), Ameritas Advisory Services LLC ($275.79K), Envestnet Asset Management Inc. ($213.99K), Strategic Financial Concepts LLC ($213.48K), MML Investors Services LLC ($125.09K), NewEdge Advisors LLC ($84.98K), and LPL Financial LLC ($68.70K).

Institutional investors have bought a total of 482,353 shares in the last 24 months. This purchase volume represents approximately $12.72M 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), Kestra Advisory Services LLC ($7.95K), and Citadel Advisors LLC ($3.47K).

Institutional investors have sold a total of 1,480,028 shares in the last 24 months. This volume of shares sold represents approximately $39.17M in transactions.


Related Companies

Institutional ownership data for BATS:LQDI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/9/2026. New 13F filings are added each quarter as they're published.
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