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

$108.24
-0.08 (-0.07%)
(As of 07/23/2024 ET)

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)
116
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$1.98B
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LQD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2024PSI Advisors LLC278$30K0.0%+81.7%0.000%
7/23/20241620 Investment Advisors Inc.427$46K0.0%N/A0.000%
7/23/2024NewSquare Capital LLC718$77K0.0%N/A0.000%
7/23/2024Burns J W & Co. Inc. NY22,099$2.37M0.3%-1.9%0.007%
7/23/2024Exchange Capital Management Inc.10,561$1.13M0.2%-8.8%0.004%
7/20/2024 First Horizon Advisors Inc.2,632$282K0.0%-43.9%0.001%
7/20/2024 Continuum Advisory LLC1,822$195K0.0%+28.4%0.001%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.16,395$1.76M0.0%-8.4%0.006%
7/18/2024 Wheelhouse Advisory Group LLC3,047$325K0.2%-5.8%0.001%
7/17/2024 SOA Wealth Advisors LLC.2,024$217K0.0%-4.8%0.001%
7/17/2024 AlphaMark Advisors LLC718$77K0.0%+74.7%0.000%
7/16/2024 ORG Partners LLC253$28K0.0%N/A0.000%
7/15/2024 Fifth Third Securities Inc.31,628$3.39M0.3%+1.6%0.011%
7/15/2024 Peoples Bank KS1,100$118K0.1%+50.7%0.000%
7/15/2024 Park National Corp OH1,980$212K0.0%-80.2%0.001%
7/12/2024 Country Trust Bank682,961$73.16M1.8%+0.0%0.240%
7/12/2024 SG Americas Securities LLC3,594$385K0.0%N/A0.001%
7/12/2024 Hexagon Capital Partners LLC1,906$204K0.0%-5.4%0.001%
7/12/2024 City Holding Co.2,584$277K0.0%-12.8%0.001%
7/11/2024 Worth Asset Management LLC4,044$433K0.3%N/A0.001%
7/10/2024 Indiana Trust & Investment Management CO9,970$1.07M0.4%-7.1%0.003%
7/10/2024 Adams Asset Advisors LLC3,229$346K0.0%-7.1%0.001%
7/10/2024 NBC Securities Inc.42,387$4.54M0.4%+1.9%0.015%
7/9/2024 Kingswood Wealth Advisors LLC5,316$569K0.1%-41.8%0.002%
7/9/2024 Olistico Wealth LLC1,050$112K0.1%N/A0.000%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.961$103K0.0%N/A0.000%
7/2/2024 Modus Advisors LLC54,506$5.84M2.1%+0.9%0.019%
7/2/2024 Park Place Capital Corp9,707$1.04M0.3%-21.5%0.003%
7/2/2024 Transcend Capital Advisors LLC5,969$639K0.0%-20.6%0.002%
6/11/2024EverSource Wealth Advisors LLC481$50K0.0%-76.3%0.000%
5/17/2024iA Global Asset Management Inc.567,200$61.78M0.7%+27.7%0.212%
5/17/2024Comerica Bank86,003$9.37M0.0%-9.9%0.032%
5/16/2024Redwood Investment Management LLC6,348$691K0.1%-61.2%0.002%
5/16/2024Icon Wealth Advisors LLC25,255$2.75M0.3%-64.0%0.009%
5/16/2024Industrial Alliance Investment Management Inc.2,627$286K0.1%N/A0.001%
5/15/2024SVB Wealth LLC3,860$420K0.0%-4.9%0.001%
5/15/2024Lazard Asset Management LLC22,481$2.45M0.0%-11.3%0.008%
5/14/2024OLD Mission Capital LLC111,027$12.09M0.2%+74.0%0.041%
5/13/2024Bessemer Group Inc.1,130$123K0.0%-20.7%0.000%
5/11/2024Alley Investment Management Company LLC175,371$19.10M2.6%+2.6%0.064%
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5/11/2024NYL Investors LLC14,399,810$1.57B56.6%+54.3%5.296%
5/10/2024Allstate Corp100,000$10.89M0.8%-60.2%0.037%
5/10/2024Mitsubishi UFJ Trust & Banking Corp442,185$48.16M0.1%-16.0%0.167%
5/10/2024Pinkerton Retirement Specialists LLC72,544$7.90M1.3%+4.8%0.027%
5/10/2024 J.Safra Asset Management Corp54,679$5.96M0.7%+8.0%0.021%
5/10/20241ST Source Bank3,748$408K0.0%+2.8%0.001%
5/9/2024Renasant Bank9,371$1.02M0.7%-7.1%0.004%
5/9/2024Ledyard National Bank10,105$1.10M0.1%-1.1%0.004%
5/7/2024Nvwm LLC59,442$6.47M1.8%+0.5%0.022%
5/4/2024Richardson Financial Services Inc.1,978$211K0.1%-13.2%0.001%
5/3/2024United Community Bank27,426$2.99M1.2%-14.1%0.010%
5/3/2024Liberty Wealth Management LLC8,505$926K0.2%-69.6%0.003%
5/3/2024Whittier Trust Co.1,749$190K0.0%-66.0%0.001%
5/2/2024Graypoint LLC27,819$3.03M0.2%+19.1%0.010%
5/2/2024 Quent Capital LLC234$26K0.0%-91.3%0.000%
5/2/2024BNP Paribas1,203,650$131.10M6.1%N/A0.449%
5/2/2024Moloney Securities Asset Management LLC1,880$205K0.0%N/A0.001%
5/2/2024Hollencrest Capital Management13,217$1.44M0.1%-4.8%0.005%
5/1/2024Janney Montgomery Scott LLC106,186$11.57M0.0%-76.1%0.040%
4/30/2024Fortis Group Advisors LLC21,535$2.35M0.4%+17.5%0.008%
4/30/2024Camden National Bank16,890$1.84M0.3%-2.5%0.006%
4/29/2024Boyd Watterson Asset Management LLC OH965$105K0.0%-37.2%0.000%
4/29/2024Sierra Capital LLC4,970$541K0.1%-50.5%0.002%
4/25/2024L.M. Kohn & Company3,501$381K0.1%+52.3%0.001%
4/25/2024Summit Financial LLC3,184$347K0.0%N/A0.001%
4/25/2024Cambridge Investment Research Advisors Inc.226,686$24.69M0.1%-2.8%0.085%
4/24/2024Private Trust Co. NA8,831$962K0.1%-13.7%0.003%
4/24/2024NBT Bank N A NY2,502$273K0.0%-33.0%0.001%
4/23/2024Strategic Blueprint LLC7,435$810K0.1%-12.5%0.003%
4/22/2024Bay Harbor Wealth Management LLC10,075$1.10M0.4%-62.6%0.004%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.17,907$1.95M0.0%-23.1%0.007%
4/18/2024Exchange Capital Management Inc.11,576$1.26M0.2%-2.9%0.004%
4/18/2024 Hexagon Capital Partners LLC2,015$219K0.0%-18.1%0.001%
4/18/2024 Park Place Capital Corp12,359$1.35M0.5%-23.7%0.005%
4/18/2024 Fifth Third Securities Inc.31,134$3.39M0.3%-5.7%0.012%
4/17/2024Gradient Capital Advisors LLC4,751$517K0.2%-4.8%0.002%
4/17/2024Burns J W & Co. Inc. NY22,523$2.45M0.3%-2.4%0.008%
4/16/2024 Tsfg LLC1,074$117K0.0%-8.3%0.000%
4/15/2024 Future Financial Wealth Managment LLC486$53K0.0%N/A0.000%
4/15/2024Sunbelt Securities Inc.10,629$1.16M0.1%+15.0%0.004%
4/15/2024 Kingswood Wealth Advisors LLC9,128$994K0.1%+12.0%0.003%
4/15/2024 Thompson Investment Management Inc.225$25K0.0%+95.7%0.000%
4/11/2024 City Holding Co.2,964$323K0.0%-37.9%0.001%
4/11/2024 City State Bank6,910$753K0.3%+16.9%0.002%
4/9/2024 Adams Asset Advisors LLC3,476$379K0.0%-15.2%0.001%
4/5/2024 NBC Securities Inc.41,598$4.53M0.4%-1.1%0.014%
4/3/2024 Peoples Bank KS730$80K0.1%-66.2%0.000%
4/2/2024 Heartwood Wealth Advisors LLC68,690$7.48M0.9%+5.5%0.023%
4/2/2024 Modus Advisors LLC54,034$5.89M2.2%+5.9%0.018%
4/1/2024 Park National Corp OH10,004$1.09M0.0%-1.3%0.003%
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3/8/2024 Trust Co. of Vermont450$50K0.0%N/A0.000%
3/8/2024ICA Group Wealth Management LLC17,186$1.90M0.4%-51.5%0.006%
3/5/2024Fisher Asset Management LLC15,042,104$1.66B0.8%-1.5%5.016%
3/4/2024Richardson Financial Services Inc.2,278$252K0.2%N/A0.001%
2/16/2024 Aspect Partners LLC5,963$660K0.4%N/A0.002%
2/15/2024Brevan Howard Capital Management LP78,000$8.63M0.1%-74.0%0.025%
2/14/2024Redwood Investment Management LLC16,376$1.79M0.2%-48.2%0.005%
2/14/2024Icon Wealth Advisors LLC70,084$7.76M0.8%N/A0.023%
2/14/2024Vermillion & White Wealth Management Group LLC4,998$553K0.5%N/A0.002%
2/14/2024Waterloo Capital L.P.3,979$440K0.1%+102.6%0.001%
(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, 311 institutional investors and hedge funds held shares of iShares iBoxx $ Investment Grade Corporate Bond ETF. The most heavily invested institutionals were MetLife Investment Management LLC ($5.31B), Fisher Asset Management LLC ($1.66B), NYL Investors LLC ($1.57B), Financial Engines Advisors L.L.C. ($1.08B), Ameriprise Financial Inc. ($651.40M), Assetmark Inc. ($554.83M), and JPMorgan Chase & Co. ($284.40M).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 225 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. ($8.51M), NYL Investors LLC ($8.08M), Fisher Asset Management LLC ($6.45M), JPMorgan Chase & Co. ($2.81M), Ameriprise Financial Inc. ($2.19M), SPX Gestao de Recursos Ltda ($1.88M), and BNP Paribas ($1.20M).

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

Institutional investors have bought a total of 44,300,362 shares in the last 24 months. This purchase volume represents approximately $4.73B in transactions.

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

Of the 192 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: Banco Bilbao Vizcaya Argentaria S.A. ($8.39M), Fisher Asset Management LLC ($7.27M), JPMorgan Chase & Co. ($4.86M), Dodge & Cox ($4.85M), Ameriprise Financial Inc. ($4.25M), SPX Gestao de Recursos Ltda ($2.88M), and NYL Investors LLC ($1.82M).

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

Institutional investors have sold a total of 41,377,618 shares in the last 24 months. This volume of shares sold represents approximately $4.47B in transactions.


This page (NYSEARCA:LQD) was last updated on 7/24/2024 by MarketBeat.com Staff

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