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iShares Inflation Hedged Corporate Bond ETF (LQDI) Institutional Ownership

iShares Inflation Hedged Corporate Bond ETF logo
$25.78 +0.43 (+1.70%)
As of 01/21/2025 03:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Inflation Hedged Corporate Bond ETF (BATS:LQDI)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$7.79M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$15.74K
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LQDI Institutional Buying and Selling by Quarter

iShares Inflation Hedged Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024MML Investors Services LLC80,005$2.15M0.0%+14.0%4.572%
11/15/2024Jane Street Group LLC44,647$1.20M0.0%+117.1%2.551%
8/8/2024Envestnet Asset Management Inc.73,096$1.89M0.0%+9.8%4.177%
8/6/2024Strategic Financial Concepts LLC233,721$60K0.0%+2,340.4%13.355%
5/8/2024Avantax Advisory Services Inc.61,337$1.60M0.0%+15.6%3.505%
4/22/2024Strategic Financial Concepts LLC9,577$250K0.1%N/A0.547%
2/15/2024C M Bidwell & Associates Ltd.950$25K0.0%-38.7%0.040%
2/7/2024Avantax Advisory Services Inc.53,081$1.39M0.0%+20.9%2.259%
1/24/2024 International Assets Investment Management LLC5,222$137K0.0%N/A0.222%
1/22/2024Glass Jacobson Investment Advisors llc2,687$71K0.0%N/A0.114%
1/16/2024Raymond James Financial Services Advisors Inc.15,442$405K0.0%+74.8%0.657%
11/8/2023Avantax Advisory Services Inc.43,922$1.08M0.0%+39.4%1.869%
11/8/2023Strategic Financial Concepts LLC9,043$223K0.1%N/A0.385%
10/24/2023Raymond James Financial Services Advisors Inc.8,833$218K0.0%N/A0.376%
10/10/2023Systelligence LLC198,190$4.88M1.4%+3.9%8.434%
8/4/2023Envestnet Asset Management Inc.56,249$1.45M0.0%+10.4%2.394%
8/4/2023Atria Investments Inc198,504$5.12M0.1%-8.7%8.447%
7/20/2023 International Assets Investment Management LLC5,364$262K0.0%N/A0.224%
7/13/2023Systelligence LLC190,689$4.92M1.6%-35.5%7.945%
7/10/2023OneAscent Financial Services LLC198,339$5.12M2.3%-7.7%8.264%
5/10/2023Atria Investments Inc217,385$5.70M0.1%+1.8%9.058%
4/28/2023Avantax Advisory Services Inc.21,568$565K0.0%+61.2%0.938%
4/19/2023Systelligence LLC295,688$7.75M2.0%+1.2%12.856%
4/18/2023Retirement Guys Formula LLC89,920$2.36M1.7%N/A3.910%
4/17/2023OneAscent Financial Services LLC214,911$5.63M2.3%+0.7%9.344%
2/8/2023Belpointe Asset Management LLC9,239$232K0.0%-64.0%0.000%
2/7/2023IFP Advisors Inc22,067$567K0.0%-9.4%0.000%
2/7/2023Envestnet Asset Management Inc.45,667$1.15M0.0%+6.4%0.000%
1/31/2023Atria Investments Inc213,571$5.36M0.1%N/A0.000%
1/12/2023OneAscent Financial Services LLC213,516$5.36M2.3%N/A0.000%
1/11/2023Systelligence LLC292,205$7.34M1.9%-33.8%0.000%
11/15/2022Colony Group LLC103,787$2.50M0.0%-15.1%0.000%
11/15/2022Belpointe Asset Management LLC25,660$619K0.0%-28.3%0.000%
11/15/2022C M Bidwell & Associates Ltd.1,850$45K0.0%N/A0.000%
11/14/2022MML Investors Services LLC46,932$1.13M0.0%-10.4%0.000%
11/9/2022Jackson Creek Investment Advisors LLC42,731$1.03M0.5%+2.0%0.000%
11/8/2022IFP Advisors Inc24,351$624K0.0%+6.1%0.000%
11/2/2022Avantax Advisory Services Inc.8,951$216K0.0%N/A0.000%
10/26/2022Systelligence LLC441,262$10.65M3.3%-18.6%0.000%
8/11/2022Cetera Advisor Networks LLC31,625$821K0.0%-9.8%0.000%
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8/11/2022CoreCap Advisors LLC1,811$47K0.0%N/A0.000%
8/4/2022Jackson Creek Investment Advisors LLC41,910$1.16M0.5%+6.5%0.000%
8/3/2022Envestnet Asset Management Inc.50,639$1.32M0.0%+3.9%0.000%
8/2/2022Belpointe Asset Management LLC35,791$929K0.1%+9.6%0.000%
7/26/2022Systelligence LLC542,112$14.07M4.1%+17.4%0.000%
7/19/2022Commonwealth Equity Services LLC17,421$452K0.0%-8.5%0.000%
7/15/2022Karp Capital Management Corp152,629$3.96M0.7%-9.2%0.000%
6/8/2022Systelligence LLC461,945$13.41M2.9%+40.1%0.000%
5/12/2022Cetera Advisor Networks LLC35,059$1.02M0.0%+10.8%0.000%
5/12/2022Cambridge Investment Research Advisors Inc.66,126$1.92M0.0%+15.4%0.000%
5/11/2022Fortune 45 LLC52,915$1.54M1.4%-42.1%0.000%
5/4/2022Advisor Group Holdings Inc.29,313$850K0.0%+124.5%0.000%
5/4/2022Commonwealth Equity Services LLC19,043$552K0.0%+42.4%0.000%
5/4/2022Envestnet Asset Management Inc.48,761$1.42M0.0%N/A0.000%
5/3/2022Jackson Creek Investment Advisors LLC39,340$1.14M0.4%+261.5%0.000%
4/28/2022Belpointe Asset Management LLC32,657$948K0.1%N/A0.000%
4/12/2022Fortune 45 LLC52,915$1.54M1.5%-42.1%0.000%
4/11/2022Karp Capital Management Corp168,102$4.88M0.7%N/A0.000%
2/15/2022Colony Group LLC124,958$3.82M0.1%N/A0.000%
2/9/2022Geneos Wealth Management Inc.1,690$51K0.0%N/A0.000%
2/3/2022Cambridge Investment Research Advisors Inc.57,307$1.75M0.0%N/A0.000%
2/3/2022Advisor Group Holdings Inc.13,056$399K0.0%+82.2%0.000%
2/1/2022Jackson Creek Investment Advisors LLC10,881$333K0.1%N/A0.000%
1/31/2022Commonwealth Equity Services LLC13,369$408K0.0%+79.0%0.000%
1/27/2022Meridian Wealth Management LLC8,425$258K0.0%N/A0.000%
1/20/2022SimpliFi Inc.400,701$12.26M5.4%N/A0.000%
1/18/2022Systelligence LLC329,644$10.08M2.8%+112.9%0.000%
1/13/2022Calton & Associates Inc.40,866$1.25M0.3%N/A0.000%
11/5/2021Advisor Group Holdings Inc.7,167$215K0.0%+1,766.4%0.000%
10/29/2021Commonwealth Equity Services LLC7,468$223K0.0%N/A0.000%
10/26/2021Systelligence LLC154,871$4.64M1.2%N/A0.000%
10/20/2021StoneX Group Inc.15,712$471K0.1%+65.3%0.000%
8/6/2021StoneX Group Inc.9,503$281K0.0%+3.8%0.000%
6/23/2021StoneX Group Inc.9,158$260K0.0%N/A0.000%
5/18/2021Jane Street Group LLC42,612$1.21M0.0%+256.0%0.000%
2/17/2021Jane Street Group LLC11,969$349K0.0%-76.3%0.000%
(Data available from 1/1/2016 forward)

LQDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LQDI shares?

During the previous two years, 15 institutional investors and hedge funds held shares of iShares Inflation Hedged Corporate Bond ETF. The most heavily invested institutionals were Atria Investments Inc ($5.12M), OneAscent Financial Services LLC ($5.12M), Systelligence LLC ($4.88M), Retirement Guys Formula LLC ($2.36M), MML Investors Services LLC ($2.15M), Envestnet Asset Management Inc. ($1.89M), and Avantax Advisory Services Inc. ($1.60M).Learn more on LQDI's institutional investors.

Which institutional investors have been buying iShares Inflation Hedged Corporate Bond ETF stock?

Of the 12 institutional investors that purchased iShares Inflation Hedged Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($242.76K), Atria Investments Inc ($217.39K), Retirement Guys Formula LLC ($89.92K), Avantax Advisory Services Inc. ($38.01K), Jane Street Group LLC ($24.08K), Raymond James Financial Services Advisors Inc. ($15.44K), and Envestnet Asset Management Inc. ($14.63K).

How much institutional buying is happening at iShares Inflation Hedged Corporate Bond ETF?

Institutional investors have bought a total of 677,728 shares in the last 24 months. This purchase volume represents approximately $17.40M in transactions.

Which iShares Inflation Hedged Corporate Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares Inflation Hedged Corporate Bond ETF stock in the last 24 months: Systelligence LLC ($105.00K), Atria Investments Inc ($18.88K), OneAscent Financial Services LLC ($16.57K), Belpointe Asset Management LLC ($16.42K), IFP Advisors Inc ($2.28K), and C M Bidwell & Associates Ltd. ($600.00).

How much institutional selling is happening at iShares Inflation Hedged Corporate Bond ETF?

Institutional investors have sold a total of 159,757 shares in the last 24 months. This volume of shares sold represents approximately $4.11M in transactions.


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This page (BATS:LQDI) was last updated on 1/22/2025 by MarketBeat.com Staff
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