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iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) Institutional Ownership

iShares iBoxx $ Investment Grade Corporate Bond ETF logo
$111.19 -0.36 (-0.32%)
Closing price 04:10 PM Eastern
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$111.42 +0.23 (+0.21%)
As of 07:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD)

Current
Institutional Ownership
Percentage
89.30%
Number of
Institutional Buyers
(last 12 months)
137
Total
Institutional Inflows
(last 12 months)
$2.66B
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$3.88B
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LQD Institutional Buying and Selling by Quarter

iShares iBoxx $ Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025Heartwood Wealth Advisors LLC78,660$8.77M0.8%+1.9%0.028%
10/3/2025 HCR Wealth Advisors4,039$451K0.0%-7.2%0.001%
10/2/2025 Bank of New Hampshire2,471$275K0.1%+48.8%0.001%
9/3/2025American Trust2,257$247K0.0%N/A0.001%
8/18/2025Hollencrest Capital Management10,421$1.14M0.0%-5.3%0.004%
8/15/2025American Family Investments Inc.230,000$25.21M1.4%N/A0.093%
8/15/2025Captrust Financial Advisors60,157$6.59M0.0%-30.6%0.024%
8/15/2025LM Advisors LLC3,294$361K0.0%N/A0.001%
8/15/2025IHT Wealth Management LLC187,361$20.54M0.6%+0.3%0.076%
8/15/2025Ameriprise Financial Inc.4,533,397$496.77M0.1%-33.9%1.828%
8/14/2025Operose Advisors LLC1,430$157K0.0%+26.7%0.001%
8/14/2025BNP Paribas1,196,854$131.19M4.3%+420.8%0.483%
8/14/2025NewEdge Advisors LLC52,109$5.71M0.0%+50.5%0.021%
8/14/2025SVB Wealth LLC2,628$288K0.0%N/A0.001%
8/14/2025Cary Street Partners Financial LLC31,383$3.44M0.1%+1.0%0.013%
8/13/2025Cheviot Value Management LLC258,320$28.26M3.3%+6.0%0.104%
8/13/2025Baird Financial Group Inc.101,722$11.15M0.0%-43.4%0.041%
8/13/2025NYL Investors LLC839,925$92.06M25.4%-89.2%0.339%
8/13/2025Fisher Asset Management LLC3,062,270$335.66M0.1%-6.2%1.235%
8/13/2025Leuthold Group LLC4,063$445K0.1%N/A0.002%
8/13/2025Loomis Sayles & Co. L P40,000$4.38M0.0%-52.6%0.016%
8/13/2025Virtue Capital Management LLC5,221$572K0.1%-24.5%0.002%
8/12/2025Waterloo Capital L.P.26,785$2.94M0.2%+1,005.4%0.011%
8/12/2025Rock Creek Group LP4,500$493K0.1%N/A0.002%
8/12/2025White Pine Capital LLC6,552$718K0.2%+115.8%0.003%
8/12/2025JPMorgan Chase & Co.1,852,569$203.06M0.0%+82.9%0.747%
8/11/2025Alteri Wealth LLC10,361$1.14M0.4%+16.6%0.004%
8/11/2025Dorsey Wright & Associates3,937$432K0.1%-8.2%0.002%
8/11/2025Anfield Capital Management LLC78,724$8.63M2.9%-0.9%0.032%
8/11/2025Western Wealth Management LLC3,569$391K0.0%-17.6%0.001%
8/8/2025SG Americas Securities LLC859,213$94.18M0.4%+39,975.2%0.344%
8/8/2025Banco Bilbao Vizcaya Argentaria S.A.237,585$25.96M0.2%+5.0%0.095%
8/8/2025Renasant Bank2,444$268K0.2%-27.8%0.001%
8/8/2025Mitsubishi UFJ Trust & Banking Corp443,905$48.66M0.1%+112.0%0.177%
8/8/2025SBI Securities Co. Ltd.39,159$4.29M0.1%+6.9%0.016%
8/7/2025Palouse Capital Management Inc.4,027$441K0.3%-3.7%0.002%
8/7/2025Winthrop Capital Management LLC97,300$10.67M2.7%-0.2%0.039%
8/6/2025Wedbush Securities Inc.10,633$1.17M0.0%-31.5%0.004%
8/6/2025Nvwm LLC69,735$7.64M1.8%+14.6%0.028%
8/6/2025Innealta Capital LLC8,754$960K0.5%-2.7%0.004%
8/6/2025Eukles Asset Management27,451$3.01M1.2%-1.0%0.011%
8/6/2025Golden State Wealth Management LLC682$75K0.0%-56.1%0.000%
8/6/2025Atlantic Union Bankshares Corp271$30K0.0%N/A0.000%
8/6/2025First Horizon Advisors Inc.1,220$134K0.0%-33.7%0.000%
8/5/2025Fourth Dimension Wealth LLC3,134$344K0.1%-31.9%0.001%
8/5/2025Advisors Preferred LLC16,083$1.76M0.3%N/A0.006%
8/5/2025Bank of New York Mellon Corp257,560$28.23M0.0%-80.0%0.103%
8/5/2025Tsfg LLC835$92K0.0%-13.6%0.000%
8/4/2025Arkadios Wealth Advisors4,381$480K0.0%-4.8%0.002%
8/1/2025Bank of Jackson Hole Trust446$49K0.0%N/A0.000%
8/1/2025Providence First Trust Co125,355$13.74M4.9%+0.4%0.050%
8/1/2025Boyd Watterson Asset Management LLC OH1,143$125K0.0%+18.4%0.000%
8/1/2025Transcend Capital Advisors LLC3,466$380K0.0%-3.9%0.001%
8/1/2025Bessemer Group Inc.16,194$1.78M0.0%-1.7%0.006%
7/31/2025City State Bank7,410$812K0.3%+7.2%0.003%
7/31/2025Sumitomo Mitsui Trust Group Inc.6,177$677K0.0%+4.0%0.002%
7/31/2025Money Design Co. Ltd.1,558,854$170.87M8.0%+6.1%0.623%
7/30/2025Strategic Blueprint LLC6,051$663K0.0%-26.5%0.002%
7/30/2025Sonata Capital Group Inc.15,721$1.72M0.7%-6.7%0.006%
7/30/2025Cullen Frost Bankers Inc.2,496$274K0.0%+3.8%0.001%
7/30/2025Bogart Wealth LLC297$33K0.0%-41.0%0.000%
7/29/2025Private Trust Co. NA7,401$811K0.1%-23.9%0.003%
7/28/2025Copia Wealth Management13,887$1.52M1.3%-20.5%0.006%
7/28/2025Rosenberg Matthew Hamilton636$70K0.0%-38.0%0.000%
7/28/2025J.Safra Asset Management Corp23,330$2.54M0.2%+2.0%0.009%
7/25/2025Richardson Financial Services Inc.2,542$278K0.2%+50.4%0.001%
7/24/2025Trust Co. of Toledo NA OH250$27K0.0%N/A0.000%
7/23/2025Kingswood Wealth Advisors LLC11,716$1.28M0.1%-56.8%0.005%
7/23/2025Prime Capital Investment Advisors LLC17,683$1.94M0.0%-72.7%0.007%
7/22/2025Belpointe Asset Management LLC4,369$479K0.0%-29.6%0.002%
7/21/2025Ameriflex Group Inc.421$46K0.0%-87.5%0.000%
7/21/2025Crews Bank & Trust24,526$2.69M0.4%-9.7%0.009%
7/18/2025USA Financial Formulas347,983$38.14M6.5%+12.9%0.137%
7/17/2025Park Place Capital Corp3,473$380K0.1%-22.0%0.001%
7/17/2025 HCR Wealth Advisors4,354$477K0.1%-11.6%0.002%
7/17/2025Janney Montgomery Scott LLC44,212$4.85M0.0%-29.2%0.017%
7/17/2025Fifth Third Securities Inc.48,678$5.34M0.4%+5.6%0.018%
7/17/2025City Holding Co.1,633$179K0.0%-13.9%0.001%
7/17/2025Fort Washington Investment Advisors Inc. OH3,223$353K0.0%-14.6%0.001%
7/17/2025Keystone Global Partners LLC65,469$7.18M3.9%+28.2%0.025%
7/15/2025TD Private Client Wealth LLC204,954$22.47M0.6%+3.7%0.077%
7/11/2025Farther Finance Advisors LLC25,278$2.77M0.1%-0.5%0.009%
7/10/2025Burns J W & Co. Inc. NY39,267$4.30M0.5%-6.8%0.015%
7/8/2025NBC Securities Inc.32,763$3.59M0.3%-3.2%0.012%
7/8/2025Heartwood Wealth Advisors LLC77,221$8.46M0.9%+0.5%0.029%
7/8/2025Adams Asset Advisors LLC11,180$1.23M0.2%+246.2%0.004%
7/8/2025Parallel Advisors LLC5,381$590K0.0%-3.8%0.002%
7/7/2025Modus Advisors LLC58,890$6.46M1.9%+2.5%0.022%
7/7/2025Thurston Springer Miller Herd & Titak Inc.6,503$713K0.1%+21.5%0.002%
5/28/2025Turn8 Private Wealth Inc.46,299$5.04M3.9%+14.0%0.017%
5/21/2025Indiana Trust & Investment Management Co8,485$922K0.3%-12.2%0.003%
5/20/2025Belpointe Asset Management LLC6,202$673K0.0%+16.6%0.002%
5/16/2025Jones Financial Companies Lllp45,960$5.00M0.0%+50.5%0.017%
5/16/2025NewEdge Advisors LLC34,616$3.76M0.0%-46.0%0.013%
5/16/2025Integrated Wealth Concepts LLC22,141$2.41M0.0%-10.6%0.008%
5/15/2025Titleist Asset Management LLC6,660$724K0.1%-6.4%0.002%
5/15/2025Baird Financial Group Inc.179,814$19.54M0.0%+32.7%0.067%
5/15/2025Vermillion & White Wealth Management Group LLC2,674$291K0.2%-33.6%0.001%
5/14/2025Caisse DE Depot ET Placement DU Quebec9,150$995K0.0%N/A0.003%
5/14/2025RPg Family Wealth Advisory LLC3,079$335K0.1%N/A0.001%
(Data available from 1/1/2016 forward)

LQD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LQD shares?

During the previous two years, 256 institutional investors and hedge funds held shares of iShares iBoxx $ Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.08B), Ameriprise Financial Inc. ($496.77M), Fisher Asset Management LLC ($335.66M), Empower Annuity Insurance Co ($277.58M), Migdal Insurance & Financial Holdings Ltd. ($209.94M), JPMorgan Chase & Co. ($203.06M), and Money Design Co. Ltd. ($170.87M).Learn more on iShares iBoxx $ Investment Grade Corporate Bond ETF's institutional investors.

What percentage of iShares iBoxx $ Investment Grade Corporate Bond ETF's stock is owned by institutional investors?

89.30% of iShares iBoxx $ Investment Grade Corporate Bond ETF's stock is owned by institutional investors. Learn more on LQD's institutional investor holdings.

Which institutional investors have been buying iShares iBoxx $ Investment Grade Corporate Bond ETF's stock?

Of the 198 institutional investors that purchased iShares iBoxx $ Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NYL Investors LLC ($13.76M), Ameriprise Financial Inc. ($4.53M), BNP Paribas ($3.69M), Empower Annuity Insurance Co ($2.46M), Migdal Insurance & Financial Holdings Ltd. ($1.96M), Bank of New York Mellon Corp ($1.57M), and SG Americas Securities LLC ($1.24M).

How much institutional buying is happening at iShares iBoxx $ Investment Grade Corporate Bond ETF?

Institutional investors have bought a total of 24,141,931 shares in the last 24 months. This purchase volume represents approximately $2.66B in transactions.

Which of iShares iBoxx $ Investment Grade Corporate Bond ETF's major shareholders have been selling company stock?

Of the 105 institutional investors that sold iShares iBoxx $ Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NYL Investors LLC ($14.43M), Fisher Asset Management LLC ($12.74M), Ameriprise Financial Inc. ($3.61M), Bank of New York Mellon Corp ($1.74M), JPMorgan Chase & Co. ($918.47K), Payden & Rygel ($399.67K), and Migdal Insurance & Financial Holdings Ltd. ($215K).

How much institutional selling is happening at iShares iBoxx $ Investment Grade Corporate Bond ETF?

Institutional investors have sold a total of 35,335,192 shares in the last 24 months. This volume of shares sold represents approximately $3.88B in transactions.


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This page (NYSEARCA:LQD) was last updated on 10/6/2025 by MarketBeat.com Staff
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