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

iShares iBoxx $ Investment Grade Corporate Bond ETF logo
$108.46 +0.20 (+0.18%)
(As of 11/18/2024 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)
$1.81B
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$2.03B
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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
11/18/2024TD Private Client Wealth LLC175,934$19.88M0.6%+0.7%0.067%
11/18/2024Virtue Capital Management LLC5,836$659K0.1%-48.4%0.002%
11/18/2024Sunbelt Securities Inc.17,722$2.00M0.2%+25.8%0.007%
11/18/2024 Toronto Dominion Bank100,000$11.30M0.0%-66.7%0.038%
11/15/2024 Continuum Advisory LLC1,946$211K0.0%+6.8%0.001%
11/15/2024 Dorsey Wright & Associates5,092$575K0.1%N/A0.002%
11/15/2024 iA Global Asset Management Inc.491,200$55.50M1.0%-5.0%0.190%
11/15/2024 Kovitz Investment Group Partners LLC59,191$6.69M0.0%+578.8%0.023%
11/15/2024 Redwood Investment Management LLC3,639$411K0.0%-18.0%0.001%
11/15/2024 IHT Wealth Management LLC313,249$35.41M1.0%+115.7%0.121%
11/15/2024 Integrated Wealth Concepts LLC26,076$2.95M0.0%+20.4%0.010%
11/14/2024 L.M. Kohn & Company6,053$684K0.2%+64.3%0.002%
11/14/2024 Captrust Financial Advisors73,843$8.34M0.0%+2.9%0.029%
11/14/2024 Icon Wealth Advisors LLC10,791$1.22M0.1%-1.0%0.004%
11/14/2024 MetLife Investment Management LLC36,600$4.14M0.0%-35.4%0.014%
11/14/2024 BNP Paribas1,445,852$163.35M6.8%+917.3%0.560%
11/13/2024 Private Trust Co. NA9,844$1.11M0.1%+7.9%0.004%
11/13/2024 Loomis Sayles & Co. L P49,949$5.64M0.0%+48.2%0.019%
11/13/2024Fisher Asset Management LLC4,074,115$460.29M0.2%-74.6%1.575%
11/12/2024 Icon Wealth Advisors LLC3,026$342K0.0%-72.2%0.001%
11/9/2024 Tradewinds LLC.4,213$476K0.1%-52.5%0.002%
11/8/2024 Payden & Rygel459,173$51.88M4.0%N/A0.177%
11/8/2024 First Horizon Advisors Inc.2,849$322K0.0%+8.2%0.001%
11/8/2024 Avior Wealth Management LLC16,973$1.92M0.1%-5.2%0.006%
11/6/2024 Mount Lucas Management LP6,681$755K0.3%+2.6%0.002%
11/6/2024 NYL Investors LLC8,916,703$1.01B63.6%+14.4%3.333%
11/5/2024 Prime Capital Investment Advisors LLC122,601$13.85M0.2%-6.5%0.046%
11/5/2024 Mascoma Wealth Management LLC420$47K0.0%N/A0.000%
11/5/2024 Sumitomo Mitsui Trust Group Inc.6,725$760K0.0%-59.0%0.003%
11/4/2024 Empower Annuity Insurance Co2,456,850$277.58M100.0%N/A0.935%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.2,180,000$246.30M4.0%+899.7%0.830%
11/2/2024 Covestor Ltd892$101K0.1%-23.6%0.000%
11/1/2024 Hollencrest Capital Management12,062$1.36M0.1%-9.4%0.005%
11/1/2024 Sonata Capital Group Inc.16,843$1.90M0.8%N/A0.006%
10/31/2024 Montecito Bank & Trust10,102$1.14M0.2%N/A0.004%
10/31/2024 Graypoint LLC34,216$3.87M0.2%+5.6%0.013%
10/30/2024 Crestwood Advisors Group LLC7,216$815K0.0%+8.4%0.003%
10/30/2024 United Advisor Group LLC2,121$240K0.1%N/A0.001%
10/30/2024 Wheelhouse Advisory Group LLC2,696$305K0.2%-11.5%0.001%
10/29/2024 Innealta Capital LLC55,888$6.31M2.6%+83,314.9%0.022%
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10/29/2024 Nvwm LLC58,326$6.59M1.7%-3.6%0.023%
10/29/2024 Janney Montgomery Scott LLC70,648$7.98M0.0%+32.8%0.027%
10/29/2024 Farther Finance Advisors LLC15,295$1.73M0.1%-9.4%0.006%
10/28/2024 Creative Financial Designs Inc. ADV5,502$622K0.1%+1.8%0.002%
10/28/2024 Rosenberg Matthew Hamilton1,068$121K0.0%+32.7%0.000%
10/25/2024 Strategic Blueprint LLC7,271$822K0.1%-2.4%0.003%
10/24/2024 Arkadios Wealth Advisors3,709$419K0.0%+11.8%0.001%
10/23/2024 Dumont & Blake Investment Advisors LLC2,308$261K0.1%-50.0%0.001%
10/21/2024 Vicus Capital18,539$2.10M0.2%N/A0.007%
10/21/2024 Fortis Group Advisors LLC62,933$7.11M1.3%+676.2%0.024%
10/17/2024 AlphaMark Advisors LLC4,016$454K0.2%+459.3%0.002%
10/16/2024 Indiana Trust & Investment Management Co9,870$1.12M0.4%-1.0%0.004%
10/15/2024 Aspect Partners LLC579$65K0.0%N/A0.000%
10/15/2024 NBC Securities Inc.40,254$4.55M0.4%-5.0%0.015%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.2,062$233K0.1%+114.6%0.001%
10/10/2024 HCR Wealth Advisors5,186$586K0.1%+3.9%0.002%
10/9/2024 Independence Bank of Kentucky5,179$585K0.1%-5.2%0.002%
10/9/2024 Worth Asset Management LLC10,778$1.22M0.7%+166.5%0.004%
10/9/2024 Modus Advisors LLC56,694$6.41M2.1%+4.0%0.021%
10/9/2024 Money Design Co. Ltd.1,410,068$159.31M7.9%+6.3%0.517%
10/9/2024 USA Financial Formulas399,781$45.17M7.0%+15.6%0.146%
10/8/2024 Future Financial Wealth Managment LLC486$55K0.0%N/A0.000%
10/8/2024 City Holding Co.2,334$264K0.0%-9.7%0.001%
10/8/2024 Country Trust Bank682,866$77.15M1.9%0.0%0.250%
10/8/2024 Heartwood Wealth Advisors LLC70,627$7.98M0.9%+1.1%0.026%
10/7/2024 Bank of New Hampshire1,661$188K0.0%+23.4%0.001%
10/5/2024 Burns J W & Co. Inc. NY28,862$3.26M0.4%+30.6%0.011%
10/5/2024 Quent Capital LLC465$53K0.0%+811.8%0.000%
10/4/2024 Peoples Bank KS4,150$469K0.3%+277.3%0.002%
10/3/2024 SG Americas Securities LLC312,768$35.34M0.1%+8,602.5%0.115%
9/9/2024 Lazari Capital Management Inc.3,816$409K0.2%N/A0.001%
8/16/2024Sunbelt Securities Inc.14,088$1.51M0.2%+32.5%0.005%
8/16/2024 Front Row Advisors LLC1,136$122K0.0%-14.6%0.000%
8/15/2024 Alley Investment Management Company LLC185,269$19.85M2.7%+5.6%0.061%
8/14/2024 Marshall Wace LLP699,068$74.88M0.1%-58.0%0.231%
8/13/2024 Hollencrest Capital Management13,315$1.43M0.1%+0.7%0.004%
8/9/2024 One Capital Management LLC42,022$4.50M0.2%-35.6%0.014%
8/9/2024 Brown Brothers Harriman & Co.7,700$825K0.0%-19.6%0.003%
8/9/2024 Rathbones Group PLC9,499$1.02M0.0%+6.7%0.003%
8/9/2024 Prime Capital Investment Advisors LLC131,072$14.04M0.2%-7.9%0.043%
8/9/2024ICA Group Wealth Management LLC7,957$852K0.5%-29.0%0.003%
8/8/2024 Parallel Advisors LLC11,676$1.25M0.0%-17.9%0.004%
8/8/2024 Pinkerton Retirement Specialists LLC77,089$8.26M1.3%+6.3%0.025%
8/7/2024 Liberty Wealth Management LLC27,597$2.96M0.1%+224.5%0.009%
8/7/2024 Wedbush Securities Inc.18,127$1.94M0.1%-6.2%0.006%
8/7/2024 Ashton Thomas Private Wealth LLC2,713$291K0.0%-16.3%0.001%
8/6/2024 Mount Lucas Management LP6,512$698K0.2%-3.3%0.002%
8/5/2024 Farmers & Merchants Investments Inc.837$90K0.0%+575.0%0.000%
8/2/2024 Archer Investment Corp1,927$206K0.1%-5.1%0.001%
8/1/2024 Eukles Asset Management22,910$2.45M1.1%+2.3%0.007%
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8/1/2024 Summit Financial LLC62,663$6.71M0.3%+1,868.1%0.020%
7/31/2024 Farther Finance Advisors LLC16,876$1.79M0.1%-33.8%0.005%
7/31/2024 Graypoint LLC32,406$3.47M0.2%+16.5%0.010%
7/31/2024 Anfield Capital Management LLC361$39K0.0%N/A0.000%
7/31/2024 NBT Bank N A NY2,216$237K0.0%-11.4%0.001%
7/31/2024 IFG Advisory LLC82,246$8.81M0.6%+5.8%0.027%
7/31/2024 Viewpoint Capital Management LLC562$60K0.0%N/A0.000%
7/31/2024Rothschild Investment LLC2,820$302K0.0%N/A0.001%
7/31/2024 Fortis Group Advisors LLC8,108$869K0.2%-62.3%0.003%
7/30/2024 iA Global Asset Management Inc.517,200$55.40M0.6%-8.8%0.171%
(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, 281 institutional investors and hedge funds held shares of iShares iBoxx $ Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.08B), NYL Investors LLC ($1.01B), Ameriprise Financial Inc. ($651.40M), Assetmark Inc. ($554.83M), Fisher Asset Management LLC ($460.29M), JPMorgan Chase & Co. ($284.40M), and Empower Annuity Insurance Co ($277.58M).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 201 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. ($8.50M), NYL Investors LLC ($7.40M), JPMorgan Chase & Co. ($2.81M), BNP Paribas ($2.51M), Empower Annuity Insurance Co ($2.46M), Ameriprise Financial Inc. ($2.19M), and Migdal Insurance & Financial Holdings Ltd. ($1.97M).

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

Institutional investors have bought a total of 41,246,335 shares in the last 24 months. This purchase volume represents approximately $4.48B in transactions.

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

Of the 171 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: Fisher Asset Management LLC ($19.23M), Banco Bilbao Vizcaya Argentaria S.A. ($8.39M), JPMorgan Chase & Co. ($4.61M), Ameriprise Financial Inc. ($4.25M), SPX Gestao de Recursos Ltda ($2.88M), NYL Investors LLC ($1.37M), and Marshall Wace LLP ($1.04M).

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

Institutional investors have sold a total of 45,904,441 shares in the last 24 months. This volume of shares sold represents approximately $5.02B in transactions.



This page (NYSEARCA:LQD) was last updated on 11/19/2024 by MarketBeat.com Staff
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