Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

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

iShares iBoxx $ Investment Grade Corporate Bond ETF logo
$108.37 0.00 (0.00%)
As of 05/22/2026 04:10 PM 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)
148
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$2.09B
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
5/19/2026 Strategic Investment Advisors MI87,138$9.51M0.7%+11.4%0.031%
5/19/2026 Arkadios Wealth Advisors5,798$632K0.0%-6.1%0.002%
5/18/2026 Sunbelt Securities Inc.2,243$245K0.0%-47.0%0.001%
5/18/2026 EverSource Wealth Advisors LLC1,360$148K0.0%-50.5%0.000%
5/15/2026 Boreal Capital Management LLC11,650$1.27M1.2%-15.9%0.004%
5/14/2026 Hilltop 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%
5/7/2026 Finhabits 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%
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%
2/20/2026 Sunbelt Securities Inc.4,229$466K0.0%-27.4%0.002%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
2/20/2026 Dorsey Wright & Associates3,248$358K0.1%-9.0%0.001%
2/18/2026 Ameriflex 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%
2/18/2026 IHT 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%
2/17/2026 Hilltop Holdings Inc.222,456$24.51M1.5%+4.2%0.086%
2/17/2026 Imprint Wealth LLC1,492$164K0.8%+79.8%0.001%
2/17/2026 Jump Financial LLC37,523$4.14M0.1%N/A0.015%
2/17/2026 Advisory Services Network LLC43,907$4.84M0.1%+20.7%0.017%
2/17/2026 Captrust Financial Advisors65,560$7.22M0.0%+7.3%0.025%
2/17/2026 Abound Financial LLC80,983$8.92M2.1%N/A0.031%
2/16/2026 Mufg 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%
2/16/2026 10Elms LLP6,306$695K0.6%+1.9%0.002%
2/13/2026 Spahn 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%
2/13/2026 Cohen & Steers Inc.6,538$720K0.0%-77.0%0.003%
2/12/2026 Hollencrest Capital Management7,412$817K0.0%-10.6%0.003%
2/12/2026 MetLife 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%
2/12/2026 Wayfinding 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%
2/12/2026 Sandhill Capital Partners LLC2,621$289K0.0%+8.4%0.001%
2/12/2026 Loomis Sayles & Co. L P40,895$4.51M0.0%+2.2%0.016%
2/12/2026 Graetz 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%
2/11/2026 Pinebridge Investments LLC11,798$1.30M0.0%N/A0.005%
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%
2/10/2026 Winthrop Capital Management LLC92,649$10.21M2.4%-0.4%0.036%
2/10/2026 BNP 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%
2/10/2026 Operose Advisors LLC2,660$293K0.1%+58.6%0.001%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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%
2/9/2026 Cary Street Partners Financial LLC32,635$3.60M0.1%+0.5%0.013%
2/9/2026 Eukles Asset Management32,346$3.56M1.4%+12.2%0.013%
2/9/2026 Allstate Corp132,197$14.57M0.2%-19.7%0.051%
2/9/2026 Fisher Asset Management LLC1,954,244$215.34M0.1%-12.2%0.758%
2/6/2026 EverSource Wealth Advisors LLC2,746$303K0.0%+71.4%0.001%
2/6/2026 Transce3nd LLC1,499$166K1.4%N/A0.001%
2/6/2026 Copia Wealth Management17,137$1.89M1.3%+9.5%0.007%
2/6/2026 Creative Financial Designs Inc. ADV7,547$832K0.1%-13.9%0.003%


LQD Institutional Ownership - Frequently Asked Questions

During the previous two years, 263 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 219 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 ($1.41M).

Institutional investors have bought a total of 12,477,123 shares in the last 24 months. This purchase volume represents approximately $1.38B in transactions.

Of the 97 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: NYL Investors LLC ($7.53M), Ameriprise Financial Inc. ($3.58M), JPMorgan Chase & Co. ($2.22M), Fisher Asset Management LLC ($1.31M), Bank of New York Mellon Corp ($1.06M), SG Americas Securities LLC ($855.35K), and Virtue Capital Management LLC ($527.36K).

Institutional investors have sold a total of 18,942,578 shares in the last 24 months. This volume of shares sold represents approximately $2.09B in transactions.


Related Companies

This page (NYSEARCA:LQD) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | 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
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel