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

iShares iBoxx $ Investment Grade Corporate Bond ETF logo
$102.55 -0.03 (-0.03%)
Closing price 04:10 PM Eastern
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$102.56 +0.01 (+0.00%)
As of 07:46 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)
136
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$911.94M
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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
10/8/2026Farther Finance Advisors LLC1,110,491$113.47M0.8%+21.6%0.421%
10/8/2026Adams Asset Advisors LLC9,197$940K0.1%+9.5%0.003%
10/5/2026MassMutual Private Wealth & Trust FSB260$27K0.0%N/A0.000%
10/1/2026 Montecito Bank & Trust11,144$1.14M0.2%-93.5%0.004%
8/23/2026Operose Advisors LLC4,506$491K0.1%+69.2%0.001%
8/22/2026Compass Financial Management LLC2,309$251K0.0%N/A0.001%
8/21/2026Continuum Advisory LLC1,669$182K0.0%N/A0.001%
8/20/2026Oarsman Capital Inc.877,727$95.73M7.1%N/A0.284%
8/20/2026RPg Family Wealth Advisory LLC39,382$4.30M0.7%+1,205.3%0.013%
8/20/2026Risk Paradigm Group LLC37,914$4.14M2.7%+1,576.1%0.012%
8/20/2026Wedbush Securities Inc.9,840$1.07M0.0%-4.0%0.003%
8/20/2026Greenleaf Trust1,396,044$96.80M0.9%N/A0.451%
8/12/2026Compass Financial Management LLC2,309$251K0.0%N/A0.001%
8/5/2026USA Financial Formulas128,238$13.98M2.6%-45.1%0.041%
7/9/2026Valeo Financial Advisors LLC4,034$440K0.0%+39.8%0.001%
7/8/2026Thurston Springer Miller Herd & Titak Inc.906$99K0.0%-11.3%0.000%
7/7/2026Harbor Investment Advisory LLC2,463$269K0.0%-5.3%0.001%
7/7/2026CoreCap Advisors LLC6,603$720K0.0%-25.6%0.002%
6/9/2026Rathbones Group PLC18,626$2.03M0.0%+64.5%0.007%
6/3/2026Parallel Advisors LLC5,149$561K0.0%-8.9%0.002%
5/19/2026Strategic Investment Advisors MI87,138$9.51M0.7%+11.4%0.031%
5/19/2026Arkadios Wealth Advisors5,798$632K0.0%-6.1%0.002%
5/18/2026Sunbelt Securities Inc.2,243$245K0.0%-47.0%0.001%
5/18/2026EverSource 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%
5/7/2026Parallel Advisors LLC5,149$561K0.0%-8.9%0.002%
5/7/2026Vision Retirement LLC1,121$122K0.0%-8.7%0.000%
5/7/2026Finhabits Advisors LLC100,809$10.99M10.1%+2.4%0.036%
5/6/2026Dorsey Wright & Associates22,387$2.44M0.3%+589.3%0.008%
5/6/2026Cornerstone Planning Group LLC1,404$153K0.0%-20.4%0.000%
5/6/2026Bessemer Group Inc.17,155$1.87M0.0%-22.9%0.006%
5/5/2026Bank of New York Mellon Corp33,937$3.70M0.0%-46.5%0.012%
5/5/2026Hillsdale Investment Management Inc.4,750$518K0.0%N/A0.002%
5/4/2026Innealta Capital LLC10,013$1.09M0.7%+8.7%0.004%
4/30/2026Stronghold Wealth Management L.L.C.9,466$1.03M1.6%+2.8%0.003%
4/30/2026Sumitomo Mitsui Trust Group Inc.5,067$552K0.0%-3.0%0.002%
4/28/2026Bogart Wealth LLC1,387$151K0.0%+19.9%0.000%
4/28/2026Indiana Trust & Investment Management Co3,238$353K0.1%-48.1%0.001%
4/28/2026Ascentis Independent Advisors1,062$116K0.0%N/A0.000%
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4/28/2026NBT Bank N A NY821$89K0.0%+646.4%0.000%
4/28/2026Turn8 Private Wealth Inc.58,063$6.33M4.0%+39.8%0.019%
4/24/2026Canton Hathaway LLC269$29K0.0%-28.3%0.000%
4/24/2026Keystone Global Partners LLC57,084$6.22M2.8%+2.3%0.019%
4/24/2026Capricorn Fund Managers Ltd12,959$1.41M0.2%+13.3%0.004%
4/24/2026iA Global Asset Management Inc.345,220$37.63M0.5%-42.5%0.114%
4/23/2026Kohmann Bosshard Financial Services LLC742$81K0.0%-25.0%0.000%
4/23/2026North Star Investment Management Corp.1,165$127K0.0%+67.4%0.000%
4/22/2026Janney Montgomery Scott LLC71,757$7.82M0.0%+77.2%0.024%
4/22/2026Fort Washington Investment Advisors Inc. OH15,836$1.73M0.0%+391.3%0.005%
4/18/2026Burns J W & Co. Inc. NY46,013$5.02M0.6%+11.8%0.015%
4/16/2026SG Americas Securities LLC241,595$26.33M0.0%+6,160.6%0.081%
4/16/2026 Montecito Bank & Trust11,144$1.22M0.2%-2.0%0.004%
4/16/2026Park National Corp OH390$43K0.0%N/A0.000%
4/15/2026Nations Financial Group Inc. IA ADV2,086$227K0.0%N/A0.001%
3/16/2026Bank of New Hampshire2,161$238K0.1%-12.5%0.001%
3/6/2026Union Savings Bank569$63K0.0%N/A0.000%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management291$32K0.0%N/A0.000%
3/2/2026Amicus Financial Advisors LLC2,462$271K0.1%N/A0.001%
2/20/2026Sunbelt Securities Inc.4,229$466K0.0%-27.4%0.002%
2/20/2026Dorsey Wright & Associates3,248$358K0.1%-9.0%0.001%
2/18/2026Ameriflex Group Inc.5,310$585K0.3%-18.0%0.002%
2/18/2026Virtue Capital Management LLC4,680$516K0.0%-99.1%0.002%
2/18/2026NewEdge Advisors LLC124,376$13.71M0.0%-0.8%0.048%
2/18/2026IHT Wealth Management LLC176,023$19.40M0.5%+1.0%0.068%
2/18/2026Banco 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%
2/17/2026Advisory 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%
2/16/2026Icon Wealth Advisors LLC2,379$262K0.0%-6.2%0.001%
2/16/2026LM 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%
2/13/2026Consilio Wealth Advisors LLC80,983$8.92M2.6%+2,898.3%0.031%
2/13/2026Arkadios Wealth Advisors6,172$680K0.0%+7.9%0.002%
2/13/2026Integrated Wealth Concepts LLC13,986$1.54M0.0%-53.0%0.005%
2/13/2026Golden 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%
2/12/2026Virtue Capital Management LLC22,985$2.53M0.1%+344.0%0.009%
2/12/2026Wayfinding Financial LLC6,380$703K0.3%-92.8%0.002%
2/12/2026IFC & Insurance Marketing Inc.726$80K0.1%N/A0.000%
2/12/2026Titleist Asset Management LLC6,762$745K0.1%-3.0%0.003%
2/12/2026Wedbush Securities Inc.11,279$1.24M0.0%+2.7%0.004%
2/12/2026Sandhill Capital Partners LLC2,621$289K0.0%+8.4%0.001%
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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%
2/11/2026NYL Investors LLC264,749$29.17M9.9%+0.8%0.103%
2/11/2026Jessup Wealth Management Inc300$33K0.0%N/A0.000%
2/11/2026Zions Bancorporation National Association UT679$75K0.0%N/A0.000%
2/11/2026Janney Montgomery Scott LLC40,486$4.46M0.0%-15.9%0.016%
2/11/2026J.Safra Asset Management Corp29,683$3.27M0.2%+15.6%0.012%
2/11/2026Alteri Wealth LLC13,043$1.44M0.5%+8.3%0.005%
2/11/2026JPMorgan Chase & Co.3,932,215$433.29M0.0%+430.0%1.525%
2/11/2026Modus Advisors LLC65,040$7.17M1.9%+8.1%0.025%


LQD Institutional Ownership - Frequently Asked Questions

During the previous two years, 249 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 208 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 Greenleaf Trust ($1.40M).

Institutional investors have bought a total of 11,604,105 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

Of the 78 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: JPMorgan Chase & Co. ($2.22M), Ameriprise Financial Inc. ($1.26M), 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 8,227,010 shares in the last 24 months. This volume of shares sold represents approximately $911.94M in transactions.


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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 10/8/2026. New 13F filings are added each quarter as they're published.
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