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iShares Inflation Hedged Corporate Bond ETF (LQDI) Institutional Ownership

iShares Inflation Hedged Corporate Bond ETF logo
$25.72 -0.10 (-0.39%)
As of 08/14/2026 04:10 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)
11
Total
Institutional Inflows
(last 12 months)
$7.65M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$39.00M
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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
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%
5/19/2026Bank 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%
2/12/2026Jane 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%
11/17/2025 NewEdge 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%
11/5/2025 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%
9/4/2025Osaic 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%
8/14/2025Jane 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%
8/8/2025 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%
7/21/2025Ameritas 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%
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%
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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%
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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%


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 ($213.48K), Envestnet Asset Management Inc. ($195.05K), 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 287,277 shares in the last 24 months. This purchase volume represents approximately $7.65M 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), and Kestra Advisory Services LLC ($1.14K).

Institutional investors have sold a total of 1,473,220 shares in the last 24 months. This volume of shares sold represents approximately $39.00M in transactions.


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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 6/3/2026. New 13F filings are added each quarter as they're published.
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