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

iShares iBoxx $ Investment Grade Corporate Bond ETF logo
$106.91 -0.26 (-0.24%)
Closing price 05/2/2025 04:10 PM Eastern
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$106.74 -0.16 (-0.15%)
As of 05/2/2025 06:30 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.
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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)
129
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$2.86B
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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
5/2/2025Graypoint LLC41,215$4.48M0.3%-6.5%0.015%
5/2/2025Cullen Frost Bankers Inc.2,404$261K0.0%+8.2%0.001%
5/2/2025SBI Securities Co. Ltd.36,631$3.98M0.1%+8.3%0.013%
5/2/2025Bogart Wealth LLC503$55K0.0%+102.8%0.000%
5/1/2025 Fifth Third Securities Inc.46,099$5.01M0.4%-7.3%0.017%
4/30/2025 Sierra Capital LLC4,803$522K0.1%-11.9%0.002%
4/29/2025 Centennial Bank AR 314$34K0.0%N/A0.000%
4/29/2025 TD Private Client Wealth LLC197,568$21.47M0.6%+7.0%0.072%
4/29/2025 Tradewinds LLC.2,355$256K0.1%-8.1%0.001%
4/29/2025 Wheelhouse Advisory Group LLC1,945$211K0.1%-15.4%0.001%
4/29/2025 Bank of New York Mellon Corp1,290,878$140.31M0.0%+469.8%0.472%
4/29/2025 Wayfinding Financial LLC70,831$7.70M3.4%+2.0%0.026%
4/29/2025 Eukles Asset Management27,724$3.01M1.3%+1.2%0.010%
4/29/2025 Strategic Blueprint LLC8,238$895K0.0%+2.1%0.003%
4/29/2025 Wedgewood Investors Inc. PA1,848$201K0.2%N/A0.001%
4/28/2025 First Horizon Advisors Inc.1,841$200K0.0%-25.5%0.001%
4/28/2025 Private Trust Co. NA9,725$1.06M0.1%+10.8%0.004%
4/28/2025 Money Design Co. Ltd.1,469,401$159.71M8.0%-0.1%0.537%
4/25/2025 J.Safra Asset Management Corp22,869$2.49M0.2%-49.0%0.008%
4/24/2025 Golden State Wealth Management LLC1,554$169K0.0%-21.5%0.001%
4/24/2025 Sunbelt Securities Inc.15,094$1.64M0.1%+11.9%0.006%
4/24/2025 Tsfg LLC966$105K0.0%-13.2%0.000%
4/24/2025 Transcend Capital Advisors LLC3,606$392K0.0%-2.8%0.001%
4/24/2025 Park Place Capital Corp4,452$484K0.1%-7.7%0.002%
4/23/2025 Western Wealth Management LLC4,332$471K0.0%+2.4%0.002%
4/23/2025 Creative Financial Designs Inc. ADV5,846$635K0.1%+7.0%0.002%
4/23/2025 Pinnacle Bancorp Inc.1,360$148K0.0%-16.1%0.000%
4/23/2025 Golden State Wealth Management LLC3,108$338K0.0%+57.0%0.001%
4/23/2025 Wealthquest Corp49,677$5.40M0.5%N/A0.018%
4/22/2025 Cambridge Investment Research Advisors Inc.200,353$21.78M0.1%-0.4%0.073%
4/22/2025 Crews Bank & Trust27,156$2.95M0.5%+1.3%0.010%
4/22/2025 Innealta Capital LLC8,998$978K0.5%-76.6%0.003%
4/21/2025 HCR Wealth Advisors4,924$535K0.1%-2.3%0.002%
4/21/2025 Heartwood Wealth Advisors LLC76,814$8.35M1.0%+8.5%0.028%
4/21/2025 Kingswood Wealth Advisors LLC27,122$2.95M0.1%+121.7%0.010%
4/17/2025 Copia Wealth Management17,478$1.90M1.8%+4.0%0.006%
4/17/2025 Janney Montgomery Scott LLC62,414$6.78M0.0%-7.4%0.022%
4/16/2025 Palouse Capital Management Inc.4,180$454K0.3%-7.7%0.001%
4/15/2025 USA Financial Formulas308,139$33.49M5.5%-22.5%0.110%
4/15/2025 Sanibel Captiva Trust Company Inc.2,218$241K0.0%N/A0.001%
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4/14/2025 Farther Finance Advisors LLC25,411$2.76M0.1%+87.4%0.009%
4/14/2025 City Holding Co.1,897$206K0.0%-7.6%0.001%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.5,351$582K0.1%+31.4%0.002%
4/9/2025 Harbor Investment Advisory LLC2,600$283K0.0%+19.5%0.001%
4/9/2025 NBC Securities Inc.33,852$3.68M0.3%+96,620.0%0.012%
4/9/2025 Worth Asset Management LLC3,670$399K0.2%N/A0.001%
4/8/2025 Peoples Bank KS865$94K0.1%-53.6%0.000%
4/8/2025 Burns J W & Co. Inc. NY42,123$4.58M0.6%+14.6%0.015%
4/8/2025 Parallel Advisors LLC5,595$608K0.0%-21.2%0.002%
4/7/2025 GAMMA Investing LLC10,869$1.18M0.0%+9,033.6%0.004%
4/7/2025 AdvisorNet Financial Inc589$64K0.0%+49.5%0.000%
4/1/2025 Modus Advisors LLC57,464$6.25M2.0%-1.3%0.021%
3/6/2025 Copia Wealth Management16,809$1.80M1.7%N/A0.006%
2/28/2025 Park Square Financial Group LLC855$91K0.1%N/A0.000%
2/26/2025Virtue Capital Management LLC6,138$656K0.1%+5.2%0.002%
2/24/2025Ameriflex Group Inc.3,313$356K0.2%N/A0.001%
2/22/2025American Trust2,232$238K0.0%N/A0.001%
2/18/2025 Sunbelt Securities Inc.13,485$1.44M0.1%-23.9%0.005%
2/18/2025 Fourth Dimension Wealth LLC4,670$499K0.3%N/A0.002%
2/18/2025City National Bank of Florida MSD3,898$416K0.4%N/A0.001%
2/18/2025Pinkerton Retirement Specialists LLC79,827$8.53M1.2%-0.1%0.028%
2/18/202510Elms LLP6,251$668K0.7%N/A0.002%
2/18/2025 Continuum Advisory LLC1,832$196K0.0%-5.9%0.001%
2/17/2025Vermillion & White Wealth Management Group LLC4,029$431K0.3%-14.4%0.001%
2/17/2025Strategic Wealth Partners Ltd.157,356$16.93M1.4%+0.3%0.055%
2/17/2025Sentinus LLC59,059$6.31M1.8%+19.7%0.021%
2/17/2025Redwood Investment Management LLC3,127$334K0.0%-14.1%0.001%
2/17/2025Mufg Securities Americas Inc.100,000$10.68M1.4%N/A0.035%
2/17/2025Lazard Asset Management LLC20,165$2.15M0.0%-3.0%0.007%
2/17/2025Colonial Trust Co SC3,662$391K0.1%+109.6%0.001%
2/17/2025BOKF NA4,752$501K0.0%-8.9%0.002%
2/17/2025Captrust Financial Advisors90,475$9.67M0.0%+22.5%0.032%
2/17/2025Cary Street Partners Financial LLC32,379$3.46M0.1%N/A0.011%
2/17/2025Baird Financial Group Inc.135,466$14.47M0.0%+17.2%0.047%
2/17/2025BNP Paribas1,665,560$177.95M7.5%+15.2%0.581%
2/17/2025Ameriprise Financial Inc.4,520,836$482.98M0.1%-22.1%1.578%
2/17/2025Alteri Wealth LLC2,125$227K0.1%N/A0.001%
2/14/2025Tudor Investment Corp ET AL73,062$7.81M0.0%-0.4%0.026%
2/14/2025Kovitz Investment Group Partners LLC40,214$4.30M0.0%-32.1%0.014%
2/14/2025Integrated Wealth Concepts LLC24,771$2.65M0.0%-5.0%0.009%
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.236,507$25.50M0.3%+15.7%0.083%
2/14/2025Coppell Advisory Solutions LLC1,849$198K0.0%+45.6%0.001%
2/14/2025Pinebridge Investments L.P.18,141$1.94M0.0%-39.6%0.006%
2/14/2025IHT Wealth Management LLC163,056$17.42M0.6%-47.9%0.057%
2/14/2025MetLife Investment Management LLC37,500$4.01M0.0%+2.5%0.013%
2/13/2025Marshall Wace LLP780,749$83.42M0.1%+28.4%0.273%
2/13/2025United Capital Financial Advisors LLC39,866$4.26M0.0%-1.2%0.014%
2/13/2025Cohen & Steers Inc.326$35K0.0%+2,407.7%0.000%
2/13/2025 Bessemer Group Inc.16,415$1.75M0.0%-15.6%0.006%
2/13/2025Waterloo Capital L.P.3,385$362K0.0%-73.1%0.001%
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2/13/2025Titleist Asset Management LLC7,119$761K0.1%-1.5%0.002%
2/13/2025Cascades Capital Asset Management LLC2,575$275K0.1%N/A0.001%
2/13/2025Payden & Rygel59,502$6.36M0.5%-87.0%0.021%
2/13/2025Wedbush Securities Inc.15,893$1.70M0.1%-12.2%0.006%
2/12/2025OLD Mission Capital LLC31,551$3.37M0.1%-86.3%0.011%
2/12/2025 Tradewinds LLC.2,563$275K0.1%-39.2%0.001%
2/12/2025Summit Financial LLC63,407$6.77M0.2%+2.4%0.022%
2/12/2025Allstate Corp166,965$17.84M0.5%+122.6%0.058%
2/12/2025Loomis Sayles & Co. L P133,792$14.29M1.5%+167.9%0.047%
2/12/2025JPMorgan Chase & Co.974,547$104.12M0.0%-44.9%0.340%
(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, 271 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), Assetmark Inc. ($554.83M), Ameriprise Financial Inc. ($482.98M), Fisher Asset Management LLC ($374.39M), Empower Annuity Insurance Co ($277.58M), Migdal Insurance & Financial Holdings Ltd. ($209.94M), and BNP Paribas ($177.95M).Learn more on LQD's institutional investors.

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

89.30% of iShares iBoxx $ Investment Grade Corporate Bond ETF 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 stock?

Of the 204 institutional investors that purchased iShares iBoxx $ Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Banco Bilbao Vizcaya Argentaria S.A. ($8.41M), NYL Investors LLC ($7.40M), BNP Paribas ($2.73M), Empower Annuity Insurance Co ($2.46M), Ameriprise Financial Inc. ($2.19M), Migdal Insurance & Financial Holdings Ltd. ($1.96M), and SPX Gestao de Recursos Ltda ($1.88M).

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

Institutional investors have bought a total of 36,446,712 shares in the last 24 months. This purchase volume represents approximately $3.97B in transactions.

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

Of the 158 institutional investors that sold iShares iBoxx $ Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($12.89M), NYL Investors LLC ($8.85M), Banco Bilbao Vizcaya Argentaria S.A. ($8.39M), Ameriprise Financial Inc. ($5.54M), JPMorgan Chase & Co. ($5.52M), SPX Gestao de Recursos Ltda ($2.88M), and Marshall Wace LLP ($1.04M).

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

Institutional investors have sold a total of 50,239,838 shares in the last 24 months. This volume of shares sold represents approximately $5.49B in transactions.


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This page (NYSEARCA:LQD) was last updated on 5/3/2025 by MarketBeat.com Staff
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