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

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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)
132
Total
Institutional Inflows
(last 12 months)
$2.09B
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$2.70B
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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
4/25/2024L.M. Kohn & Company3,501$381K0.1%+52.3%0.001%
4/25/2024 Summit Financial LLC3,184$347K0.0%N/A0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.226,686$24.69M0.1%-2.8%0.085%
4/24/2024 Private Trust Co. NA8,831$962K0.1%-13.7%0.003%
4/24/2024 NBT Bank N A NY2,502$273K0.0%-33.0%0.001%
4/23/2024 Strategic Blueprint LLC7,435$810K0.1%-12.5%0.003%
4/22/2024 Bay 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%
4/18/2024 Exchange 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%
4/17/2024 Gradient Capital Advisors LLC4,751$517K0.2%-4.8%0.002%
4/17/2024 Burns 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%
4/15/2024 Sunbelt 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%
3/8/2024Trust 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%
2/16/2024Aspect 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%
2/13/2024Pinebridge Investments L.P.5,054$559K0.0%-95.7%0.002%
2/13/2024CIBC Private Wealth Group LLC182,139$20.16M0.0%-1.3%0.059%
2/13/2024Wellspring Financial Advisors LLC51,902$5.74M0.1%-1.0%0.017%
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2/13/2024Dorsey Wright & Associates6,815$754K0.2%N/A0.002%
2/13/2024United Community Bank31,919$3.53M1.5%-12.2%0.010%
2/12/2024SPX Gestao de Recursos Ltda459,925$50.90M3.9%-86.2%0.149%
2/12/2024Tradition Wealth Management LLC13,643$1.51M0.2%+48.7%0.004%
2/12/2024Brown Brothers Harriman & Co.9,579$1.06M0.0%+24.4%0.003%
2/12/2024Alley Investment Management Company LLC170,986$18.92M2.8%+7.2%0.055%
2/12/2024Camden National Bank17,321$1.92M0.4%-18.3%0.006%
2/12/2024NYL Investors LLC9,329,454$1.03B41.9%+2.8%3.026%
2/12/2024Parallel Advisors LLC15,734$1.74M0.1%-16.4%0.005%
2/9/2024HCR Wealth Advisors4,870$539K0.1%+24.5%0.002%
2/9/2024AXS Investments LLC15,000$1.66M0.4%+172.7%0.005%
2/9/2024 Cambridge Investment Research Advisors Inc.233,236$25.81M0.1%+4.4%0.075%
2/9/2024Allstate Corp251,090$27.79M1.9%-1.0%0.080%
2/9/2024Tidemark LLC1,235$137K0.1%N/A0.000%
2/9/2024EverSource Wealth Advisors LLC2,026$224K0.0%+56.7%0.001%
2/9/2024L.M. Kohn & Company2,298$254K0.1%-5.9%0.001%
2/8/2024 Exchange Capital Management Inc.11,927$1.32M0.2%-5.6%0.004%
2/8/2024Janney Montgomery Scott LLC444,041$49.14M0.2%+38.6%0.136%
2/8/2024Nvwm LLC59,169$6.55M2.0%-1.0%0.018%
2/8/20241ST Source Bank3,646$403K0.0%+7.7%0.001%
2/7/2024One Capital Management LLC80,490$8.91M0.4%+62.4%0.025%
2/7/2024 NBC Securities Inc.42,080$4.66M0.5%-3.3%0.013%
2/7/2024Cary Street Partners Investment Advisory LLC28,316$3.13M0.1%-3.6%0.009%
2/7/2024Sonata Capital Group Inc.16,756$1.85M0.9%-1.5%0.005%
2/7/2024Mount Lucas Management LP4,889$541K0.2%N/A0.002%
2/6/2024Cullen Frost Bankers Inc.8,710$964K0.0%+232.7%0.003%
2/6/2024First Horizon Advisors Inc.11,737$1.30M0.0%+33.9%0.004%
2/6/2024Fisher Asset Management LLC15,154,840$1.68B0.8%-0.8%4.766%
2/5/2024Triumph Capital Management1,815$201K0.1%N/A0.001%
2/5/2024 Hexagon Capital Partners LLC2,461$272K0.1%-40.3%0.001%
2/5/2024Ledyard National Bank10,220$1.13M0.1%-1.0%0.003%
2/5/2024Transcend Capital Advisors LLC9,822$1.09M0.1%+22.7%0.003%
2/5/2024White Pine Capital LLC5,497$608K0.2%-19.8%0.002%
2/2/2024Boyd Watterson Asset Management LLC OH1,537$170K0.1%+59.3%0.000%
2/2/2024J.Safra Asset Management Corp50,633$5.60M0.8%+0.5%0.016%
2/2/2024Sandhill Capital Partners LLC2,139$237K0.0%N/A0.001%
2/2/2024 Bank of New Hampshire1,300$144K0.0%+52.9%0.000%
2/2/2024Community Bank N.A.459$51K0.0%-53.8%0.000%
2/1/2024New York State Common Retirement Fund142,730$15.80M0.0%N/A0.044%
2/1/2024 Gradient Capital Advisors LLC4,990$552K0.2%-5.7%0.002%
1/31/2024Eukles Asset Management21,886$2.42M1.1%+115.6%0.007%
1/31/2024 Wheelhouse Advisory Group LLC3,271$362K0.3%N/A0.001%
1/31/2024Archer Investment Corp2,021$224K0.1%-4.5%0.001%
1/31/2024Migdal Insurance & Financial Holdings Ltd.215,000$23.79M0.5%-50.0%0.066%
1/30/2024Avior Wealth Management LLC21,518$2.38M0.1%-6.1%0.007%
1/30/2024 West Paces Advisors Inc.500$55K0.0%-59.4%0.000%
1/30/2024SVB Wealth LLC4,057$449K0.0%+13.3%0.001%
1/30/2024Sierra Capital LLC10,041$1.11M0.2%+133.9%0.003%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.23,279$2.58M0.0%-3.2%0.007%
1/29/2024Crestwood Advisors Group LLC7,891$873K0.0%+158.5%0.002%
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1/29/2024Graypoint LLC23,352$2.58M0.2%+21.9%0.007%
1/29/2024Baystate Wealth Management LLC1,277$141K0.0%+83.2%0.000%
1/29/2024ORG Partners LLC1,466$163K0.0%+2,565.5%0.000%
1/29/2024Plan Group Financial LLC34,435$3.81M3.3%-41.3%0.010%
1/29/2024 Tennessee Valley Asset Management Partners21,312$2.36M0.6%+6.0%0.007%
1/29/2024Money Design Co. Ltd.970,018$107.34M6.1%+40.9%0.294%
1/26/2024 Bay Harbor Wealth Management LLC26,932$2.98M1.1%+51.7%0.008%
1/26/2024 Harbor Investment Advisory LLC2,783$308K0.0%+307.5%0.001%
1/25/2024 Strategic Blueprint LLC8,501$941K0.1%+120.2%0.003%
1/25/2024Pinkerton Retirement Specialists LLC69,243$7.66M1.5%N/A0.021%
(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, 333 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), Financial Engines Advisors L.L.C. ($1.08B), NYL Investors LLC ($1.03B), 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 237 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), Fisher Asset Management LLC ($6.45M), Financial Engines Advisors L.L.C. ($4.46M), NYL Investors LLC ($4.07M), JPMorgan Chase & Co. ($2.81M), Ameriprise Financial Inc. ($2.19M), 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 44,463,174 shares in the last 24 months. This purchase volume represents approximately $4.82B in transactions.

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

Of the 206 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. ($8.43M), Fisher Asset Management LLC ($8.05M), JPMorgan Chase & Co. ($6.02M), 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 44,712,788 shares in the last 24 months. This volume of shares sold represents approximately $4.88B in transactions.


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This page (NYSEARCA:LQD) was last updated on 4/26/2024 by MarketBeat.com Staff

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