Go Pro
→ The options guide that actually starts at the beginning (From Base Camp Trading) (Ad)tc pixel Free LQD Stock Alerts

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

iShares iBoxx $ Investment Grade Corporate Bond ETF logo
$106.13 -0.42 (-0.39%)
As of 11:34 AM Eastern
Compare

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)
135
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$1.18B
Get LQD Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBoxx $ Investment Grade Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
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

LQD Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC2,309$251K0.0%N/A0.001%
8/5/2026USA Financial Formulas128,238$13.98M2.6%-45.1%0.041%
7/9/2026 Valeo Financial Advisors LLC4,034$440K0.0%+39.8%0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.906$99K0.0%-11.3%0.000%
7/7/2026 Harbor Investment Advisory LLC2,463$269K0.0%-5.3%0.001%
7/7/2026 CoreCap Advisors LLC6,603$720K0.0%-25.6%0.002%
6/9/2026 Rathbones Group PLC18,626$2.03M0.0%+64.5%0.007%
6/3/2026 Parallel Advisors LLC5,149$561K0.0%-8.9%0.002%
5/19/2026Strategic Investment Advisors MI87,138$9.51M0.7%+11.4%0.031%
5/19/2026 Arkadios Wealth Advisors5,798$632K0.0%-6.1%0.002%
5/18/2026Sunbelt Securities Inc.2,243$245K0.0%-47.0%0.001%
5/18/2026 EverSource Wealth Advisors LLC1,360$148K0.0%-50.5%0.000%
5/15/2026Boreal Capital Management LLC11,650$1.27M1.2%-15.9%0.004%
5/14/2026Hilltop Holdings Inc.257,303$28.04M2.5%+15.7%0.091%
5/7/2026 Parallel Advisors LLC5,149$561K0.0%-8.9%0.002%
5/7/2026 Vision Retirement LLC1,121$122K0.0%-8.7%0.000%
5/7/2026Finhabits Advisors LLC100,809$10.99M10.1%+2.4%0.036%
5/6/2026 Dorsey Wright & Associates22,387$2.44M0.3%+589.3%0.008%
5/6/2026 Cornerstone Planning Group LLC1,404$153K0.0%-20.4%0.000%
5/6/2026 Bessemer Group Inc.17,155$1.87M0.0%-22.9%0.006%
5/5/2026 Bank of New York Mellon Corp33,937$3.70M0.0%-46.5%0.012%
5/5/2026 Hillsdale Investment Management Inc.4,750$518K0.0%N/A0.002%
5/4/2026 Innealta Capital LLC10,013$1.09M0.7%+8.7%0.004%
4/30/2026 Stronghold Wealth Management L.L.C.9,466$1.03M1.6%+2.8%0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.5,067$552K0.0%-3.0%0.002%
4/28/2026 Bogart Wealth LLC1,387$151K0.0%+19.9%0.000%
4/28/2026 Indiana Trust & Investment Management Co3,238$353K0.1%-48.1%0.001%
4/28/2026 Ascentis Independent Advisors1,062$116K0.0%N/A0.000%
4/28/2026 NBT Bank N A NY821$89K0.0%+646.4%0.000%
4/28/2026 Turn8 Private Wealth Inc.58,063$6.33M4.0%+39.8%0.019%
4/24/2026 Canton Hathaway LLC269$29K0.0%-28.3%0.000%
4/24/2026 Keystone Global Partners LLC57,084$6.22M2.8%+2.3%0.019%
4/24/2026 Capricorn Fund Managers Ltd12,959$1.41M0.2%+13.3%0.004%
4/24/2026 iA Global Asset Management Inc.345,220$37.63M0.5%-42.5%0.114%
4/23/2026 Kohmann Bosshard Financial Services LLC742$81K0.0%-25.0%0.000%
4/23/2026 North Star Investment Management Corp.1,165$127K0.0%+67.4%0.000%
4/22/2026 Janney Montgomery Scott LLC71,757$7.82M0.0%+77.2%0.024%
4/22/2026 Fort Washington Investment Advisors Inc. OH15,836$1.73M0.0%+391.3%0.005%
4/18/2026 Burns J W & Co. Inc. NY46,013$5.02M0.6%+11.8%0.015%
4/16/2026 SG Americas Securities LLC241,595$26.33M0.0%+6,160.6%0.081%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
4/16/2026 Montecito Bank & Trust11,144$1.22M0.2%-2.0%0.004%
4/16/2026 Park National Corp OH390$43K0.0%N/A0.000%
4/15/2026 Nations Financial Group Inc. IA ADV2,086$227K0.0%N/A0.001%
3/16/2026 Bank of New Hampshire2,161$238K0.1%-12.5%0.001%
3/6/2026 Union Savings Bank569$63K0.0%N/A0.000%
3/5/2026 Gunpowder Capital Management LLC dba Oliver Wealth Management291$32K0.0%N/A0.000%
3/2/2026 Amicus Financial Advisors LLC2,462$271K0.1%N/A0.001%
2/20/2026Sunbelt Securities Inc.4,229$466K0.0%-27.4%0.002%
2/20/2026 Dorsey Wright & Associates3,248$358K0.1%-9.0%0.001%
2/18/2026Ameriflex Group Inc.5,310$585K0.3%-18.0%0.002%
2/18/2026 Virtue Capital Management LLC4,680$516K0.0%-99.1%0.002%
2/18/2026 NewEdge Advisors LLC124,376$13.71M0.0%-0.8%0.048%
2/18/2026IHT Wealth Management LLC176,023$19.40M0.5%+1.0%0.068%
2/18/2026 Banco Bilbao Vizcaya Argentaria S.A.143,043$15.80M0.1%-36.6%0.055%
2/17/2026Hilltop Holdings Inc.222,456$24.51M1.5%+4.2%0.086%
2/17/2026Imprint Wealth LLC1,492$164K0.8%+79.8%0.001%
2/17/2026Jump Financial LLC37,523$4.14M0.1%N/A0.015%
2/17/2026 Advisory Services Network LLC43,907$4.84M0.1%+20.7%0.017%
2/17/2026Captrust Financial Advisors65,560$7.22M0.0%+7.3%0.025%
2/17/2026Abound Financial LLC80,983$8.92M2.1%N/A0.031%
2/16/2026Mufg Securities Americas Inc.100,000$11.02M0.7%N/A0.039%
2/16/2026 Icon Wealth Advisors LLC2,379$262K0.0%-6.2%0.001%
2/16/2026 LM Advisors LLC438$48K0.0%-86.7%0.000%
2/16/202610Elms LLP6,306$695K0.6%+1.9%0.002%
2/13/2026Spahn Wealth & Retirement LLC165,102$18.19M11.3%+1.6%0.064%
2/13/2026 Consilio Wealth Advisors LLC80,983$8.92M2.6%+2,898.3%0.031%
2/13/2026 Arkadios Wealth Advisors6,172$680K0.0%+7.9%0.002%
2/13/2026 Integrated Wealth Concepts LLC13,986$1.54M0.0%-53.0%0.005%
2/13/2026 Golden State Wealth Management LLC585$64K0.0%-14.3%0.000%
2/13/2026Cohen & Steers Inc.6,538$720K0.0%-77.0%0.003%
2/12/2026Hollencrest Capital Management7,412$817K0.0%-10.6%0.003%
2/12/2026MetLife Investment Management LLC505,600$55.71M0.3%-25.5%0.196%
2/12/2026 Virtue Capital Management LLC22,985$2.53M0.1%+344.0%0.009%
2/12/2026Wayfinding Financial LLC6,380$703K0.3%-92.8%0.002%
2/12/2026 IFC & Insurance Marketing Inc.726$80K0.1%N/A0.000%
2/12/2026 Titleist Asset Management LLC6,762$745K0.1%-3.0%0.003%
2/12/2026 Wedbush Securities Inc.11,279$1.24M0.0%+2.7%0.004%
2/12/2026Sandhill Capital Partners LLC2,621$289K0.0%+8.4%0.001%
2/12/2026Loomis Sayles & Co. L P40,895$4.51M0.0%+2.2%0.016%
2/12/2026Graetz Wealth LLC3,905$430K0.4%N/A0.002%
2/11/2026 NYL Investors LLC264,749$29.17M9.9%+0.8%0.103%
2/11/2026 Jessup Wealth Management Inc300$33K0.0%N/A0.000%
2/11/2026 Zions Bancorporation National Association UT679$75K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC40,486$4.46M0.0%-15.9%0.016%
2/11/2026 J.Safra Asset Management Corp29,683$3.27M0.2%+15.6%0.012%
2/11/2026 Alteri Wealth LLC13,043$1.44M0.5%+8.3%0.005%
2/11/2026 JPMorgan Chase & Co.3,932,215$433.29M0.0%+430.0%1.525%
2/11/2026 Modus Advisors LLC65,040$7.17M1.9%+8.1%0.025%
2/11/2026 Comprehensive Financial Planning Inc. PA336$37K0.0%+175.4%0.000%
2/11/2026Pinebridge Investments LLC11,798$1.30M0.0%N/A0.005%
The world’s most valuable stock-picking messages? (Ad)

Tomorrow morning, a small group of investors will receive a text alert tied to what may be the most powerful stock rating software in the world - and every message it has sent has averaged a gain of 310 percent, including the misses. Members of this exclusive list have seen nearly 3,000 chances to double their money and over 400 chances to 10x it. The next alert goes out as early as 9:30 a.m.tc pixel

Learn how to sign up and receive the next alert today
2/11/2026 Parallel Advisors LLC5,652$623K0.0%+16.0%0.002%
2/11/2026 SlateStone Wealth LLC5,840$644K0.1%N/A0.002%
2/10/2026Winthrop Capital Management LLC92,649$10.21M2.4%-0.4%0.036%
2/10/2026BNP Paribas2,362,313$260.30M7.4%+14.4%0.916%
2/10/2026 Waterloo Capital L.P.57,256$6.31M0.5%-7.9%0.022%
2/10/2026 Turn8 Private Wealth Inc.41,532$4.58M3.3%-3.3%0.016%
2/10/2026 Zhang Financial LLC2,546$281K0.0%N/A0.001%
2/10/2026Operose Advisors LLC2,660$293K0.1%+58.6%0.001%
2/10/2026 Constant Guidance Financial LLC3,110$343K0.2%-72.2%0.001%
2/9/2026 TrustBank117,973$13.00M5.4%N/A0.046%


LQD Institutional Ownership - Frequently Asked Questions

During the previous two years, 250 institutional investors and hedge funds held shares of iShares iBoxx $ Investment Grade Corporate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($433.29M), Ameriprise Financial Inc. ($365.13M), Empower Annuity Insurance Co ($277.58M), BNP Paribas ($260.30M), Fisher Asset Management LLC ($215.34M), Migdal Insurance & Financial Holdings Ltd. ($209.94M), and Money Design Co. Ltd. ($170.87M).Learn more on iShares iBoxx $ Investment Grade Corporate Bond ETF's 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.

Of the 209 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 ($7.48M), JPMorgan Chase & Co. ($4.03M), BNP Paribas ($3.66M), Empower Annuity Insurance Co ($2.46M), Ameriprise Financial Inc. ($2.34M), Migdal Insurance & Financial Holdings Ltd. ($1.96M), and SG Americas Securities LLC ($1.40M).

Institutional investors have bought a total of 9,303,206 shares in the last 24 months. This purchase volume represents approximately $1.03B in transactions.

Of the 81 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: Ameriprise Financial Inc. ($3.58M), JPMorgan Chase & Co. ($2.22M), Fisher Asset Management LLC ($1.11M), SG Americas Securities LLC ($855.35K), NYL Investors LLC ($577.29K), Virtue Capital Management LLC ($525.67K), and iA Global Asset Management Inc. ($464.98K).

Institutional investors have sold a total of 10,620,030 shares in the last 24 months. This volume of shares sold represents approximately $1.18B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:LQD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The options guide that actually starts at the beginning
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel