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

iShares iBoxx $ Investment Grade Corporate Bond ETF logo
$108.08 -0.66 (-0.61%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$108.22 +0.14 (+0.13%)
As of 07/11/2025 07:31 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)
135
Total
Institutional Inflows
(last 12 months)
$2.33B
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$2.83B
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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
7/11/2025Farther Finance Advisors LLC25,278$2.77M0.1%-0.5%0.009%
7/10/2025 Burns J W & Co. Inc. NY39,267$4.30M0.5%-6.8%0.015%
7/8/2025 NBC Securities Inc.32,763$3.59M0.3%-3.2%0.012%
7/8/2025 Heartwood Wealth Advisors LLC77,221$8.46M0.9%+0.5%0.029%
7/8/2025 Adams Asset Advisors LLC11,180$1.23M0.2%+246.2%0.004%
7/8/2025 Parallel Advisors LLC5,381$590K0.0%-3.8%0.002%
7/7/2025 Modus Advisors LLC58,890$6.46M1.9%+2.5%0.022%
7/7/2025 Thurston 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%
5/14/2025MetLife Investment Management LLC953,260$103.61M0.6%+2,442.0%0.354%
5/14/2025Ameriprise Financial Inc.6,859,875$744.61M0.2%+51.7%2.547%
5/14/2025Summit Financial LLC68,115$7.40M0.2%+7.4%0.025%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.226,208$24.65M0.2%-4.4%0.084%
5/13/2025Keystone Global Partners LLC51,078$5.55M3.9%N/A0.019%
5/13/2025Horizon Investments LLC27,821$3M0.1%-7.1%0.010%
5/13/2025Anfield Capital Management LLC79,432$8.63M3.2%+6.6%0.029%
5/12/2025Operose Advisors LLC1,129$123K0.0%+584.2%0.000%
5/9/2025Renasant Bank3,384$368K0.2%-3.2%0.001%
5/9/2025iA Global Asset Management Inc.661,200$71.87M1.2%+8.2%0.242%
5/9/2025Cary Street Partners Investment Advisory LLC352$38K0.0%-28.3%0.000%
5/9/2025Cary Street Partners Financial LLC31,075$3.38M0.1%-4.0%0.011%
5/9/2025Cheviot Value Management LLC243,593$26.01M3.2%N/A0.089%
5/8/2025Wealthquest Corp49,677$5.40M0.2%N/A0.018%
5/8/2025Arkadios Wealth Advisors4,600$500K0.0%+77.4%0.002%
5/7/2025MJT & Associates Financial Advisory Group Inc.4,056$441K0.4%N/A0.001%
5/7/2025NYL Investors LLC7,794,361$847.17M54.3%+442.2%2.850%
5/7/2025Alteri Wealth LLC8,886$966K0.4%+318.2%0.003%
5/7/2025Nvwm LLC60,827$6.61M1.8%+4.3%0.022%
5/6/2025Dorsey Wright & Associates4,289$466K0.1%-15.8%0.002%
5/6/2025Winthrop Capital Management LLC97,539$10.60M2.9%+4.4%0.036%
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5/6/2025Wedbush Securities Inc.15,523$1.69M0.1%-2.3%0.006%
5/5/2025Crestwood Advisors Group LLC5,782$628K0.0%-16.2%0.002%
5/5/2025Hollencrest Capital Management11,003$1.20M0.1%-8.4%0.004%
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%
5/1/2025Fifth Third Securities Inc.46,099$5.01M0.4%-7.3%0.017%
4/30/2025Sierra Capital LLC4,803$522K0.1%-11.9%0.002%
4/29/2025Centennial Bank AR314$34K0.0%N/A0.000%
4/29/2025TD Private Client Wealth LLC197,568$21.47M0.6%+7.0%0.072%
4/29/2025Tradewinds LLC.2,355$256K0.1%-8.1%0.001%
4/29/2025Wheelhouse Advisory Group LLC1,945$211K0.1%-15.4%0.001%
4/29/2025Bank of New York Mellon Corp1,290,878$140.31M0.0%+469.8%0.472%
4/29/2025Wayfinding Financial LLC70,831$7.70M3.4%+2.0%0.026%
4/29/2025Eukles Asset Management27,724$3.01M1.3%+1.2%0.010%
4/29/2025Strategic Blueprint LLC8,238$895K0.0%+2.1%0.003%
4/29/2025Wedgewood Investors Inc. PA1,848$201K0.2%N/A0.001%
4/28/2025First Horizon Advisors Inc.1,841$200K0.0%-25.5%0.001%
4/28/2025Private Trust Co. NA9,725$1.06M0.1%+10.8%0.004%
4/28/2025Money Design Co. Ltd.1,469,401$159.71M8.0%-0.1%0.537%
4/25/2025J.Safra Asset Management Corp22,869$2.49M0.2%-49.0%0.008%
4/24/2025Golden State Wealth Management LLC1,554$169K0.0%-21.5%0.001%
4/24/2025Sunbelt Securities Inc.15,094$1.64M0.1%+11.9%0.006%
4/24/2025Tsfg LLC966$105K0.0%-13.2%0.000%
4/24/2025Transcend Capital Advisors LLC3,606$392K0.0%-2.8%0.001%
4/24/2025Park Place Capital Corp4,452$484K0.1%-7.7%0.002%
4/23/2025Western Wealth Management LLC4,332$471K0.0%+2.4%0.002%
4/23/2025Creative Financial Designs Inc. ADV5,846$635K0.1%+7.0%0.002%
4/23/2025Pinnacle Bancorp Inc.1,360$148K0.0%-16.1%0.000%
4/23/2025Golden State Wealth Management LLC3,108$338K0.0%+57.0%0.001%
4/23/2025Wealthquest Corp49,677$5.40M0.5%N/A0.018%
4/22/2025Cambridge Investment Research Advisors Inc.200,353$21.78M0.1%-0.4%0.073%
4/22/2025Crews Bank & Trust27,156$2.95M0.5%+1.3%0.010%
4/22/2025Innealta Capital LLC8,998$978K0.5%-76.6%0.003%
4/21/2025HCR Wealth Advisors4,924$535K0.1%-2.3%0.002%
4/21/2025 Heartwood Wealth Advisors LLC76,814$8.35M1.0%+8.5%0.028%
4/21/2025Kingswood Wealth Advisors LLC27,122$2.95M0.1%+121.7%0.010%
4/17/2025Copia Wealth Management17,478$1.90M1.8%+4.0%0.006%
4/17/2025Janney Montgomery Scott LLC62,414$6.78M0.0%-7.4%0.022%
4/16/2025Palouse Capital Management Inc.4,180$454K0.3%-7.7%0.001%
4/15/2025USA Financial Formulas308,139$33.49M5.5%-22.5%0.110%
4/15/2025Sanibel Captiva Trust Company Inc.2,218$241K0.0%N/A0.001%
4/14/2025Farther Finance Advisors LLC25,411$2.76M0.1%+87.4%0.009%
4/14/2025City 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%
Trump Exec Order 14179 is wealth “gift” to good Americans? (Ad)

Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve suffered financial hardship…Our President may have solved everything.

If you missed out on a bitcoin fortune, this could be your second chance. A brief “wealth window” is
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%
4/7/2025GAMMA Investing LLC10,869$1.18M0.0%+9,033.6%0.004%
4/7/2025AdvisorNet Financial Inc589$64K0.0%+49.5%0.000%
4/1/2025 Modus Advisors LLC57,464$6.25M2.0%-1.3%0.021%
3/6/2025Copia Wealth Management16,809$1.80M1.7%N/A0.006%
2/28/2025Park 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%
(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, 261 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), NYL Investors LLC ($847.17M), Ameriprise Financial Inc. ($744.61M), 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 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 194 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 ($2.73M), Empower Annuity Insurance Co ($2.46M), Migdal Insurance & Financial Holdings Ltd. ($1.96M), SPX Gestao de Recursos Ltda ($1.88M), and Bank of New York Mellon Corp ($1.62M).

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

Institutional investors have bought a total of 21,179,394 shares in the last 24 months. This purchase volume represents approximately $2.33B in transactions.

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

Of the 101 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: Fisher Asset Management LLC ($12.53M), NYL Investors LLC ($7.48M), Ameriprise Financial Inc. ($1.28M), Marshall Wace LLP ($966.54K), JPMorgan Chase & Co. ($918.47K), Bank of New York Mellon Corp ($754.47K), and Payden & Rygel ($399.67K).

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

Institutional investors have sold a total of 25,740,176 shares in the last 24 months. This volume of shares sold represents approximately $2.83B in transactions.


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This page (NYSEARCA:LQD) was last updated on 7/12/2025 by MarketBeat.com Staff
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