Free Trial

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

iShares iBoxx $ Investment Grade Corporate Bond ETF logo
$106.78 +0.09 (+0.08%)
Closing price 01/17/2025 04:10 PM Eastern
Extended Trading
$107.20 +0.42 (+0.40%)
As of 08:53 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
112
Total
Institutional Inflows
(last 12 months)
$1.79B
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$2.03B
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Montecito Bank & Trust8,724$932K0.2%-13.6%0.003%
1/17/2025 Avior Wealth Management LLC23,651$2.53M0.1%+39.3%0.009%
1/17/2025 Adirondack Trust Co.1,138$122K0.0%+59.4%0.000%
1/17/2025 Janney Montgomery Scott LLC67,383$7.20M0.0%-4.6%0.025%
1/17/2025 Bartlett & CO. Wealth Management LLC1,228$131K0.0%-16.7%0.000%
1/17/2025 Park Place Capital Corp4,825$516K0.1%-50.1%0.002%
1/17/2025 Finley Financial LLC1,900$202K0.1%N/A0.001%
1/16/2025 City Holding Co.2,054$219K0.0%-12.0%0.001%
1/15/2025 Arkadios Wealth Advisors2,593$277K0.0%-30.1%0.001%
1/14/2025 USA Financial Formulas397,597$42.48M6.7%-0.5%0.137%
1/14/2025 HCR Wealth Advisors5,038$538K0.1%-2.9%0.002%
1/14/2025 Pinnacle Bancorp Inc.1,621$173K0.1%+93.9%0.001%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.4,072$435K0.1%+97.5%0.001%
1/13/2025 PSI Advisors LLC705$75K0.0%+281.1%0.000%
1/13/2025 Burns J W & Co. Inc. NY36,752$3.93M0.5%+27.3%0.013%
1/10/2025 Graypoint LLC44,057$4.71M0.3%+28.8%0.015%
1/10/2025 Heartwood Wealth Advisors LLC70,770$7.56M0.9%+0.2%0.024%
1/8/2025 Peoples Bank KS1,865$199K0.1%-55.1%0.001%
1/3/2025 Modus Advisors LLC58,202$6.22M1.9%+2.7%0.020%
12/26/2024JPMorgan Chase & Co.1,770,233$200.00M0.0%-6.5%0.609%
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%
11/18/2024Toronto Dominion Bank100,000$11.30M0.0%-66.7%0.038%
11/15/2024Continuum Advisory LLC1,946$211K0.0%+6.8%0.001%
11/15/2024Dorsey Wright & Associates5,092$575K0.1%N/A0.002%
11/15/2024iA Global Asset Management Inc.491,200$55.50M1.0%-5.0%0.190%
11/15/2024Kovitz Investment Group Partners LLC59,191$6.69M0.0%+578.8%0.023%
11/15/2024Redwood Investment Management LLC3,639$411K0.0%-18.0%0.001%
11/15/2024IHT Wealth Management LLC313,249$35.41M1.0%+115.7%0.121%
11/15/2024Integrated Wealth Concepts LLC26,076$2.95M0.0%+20.4%0.010%
11/14/2024L.M. Kohn & Company6,053$684K0.2%+64.3%0.002%
11/14/2024Captrust Financial Advisors73,843$8.34M0.0%+2.9%0.029%
11/14/2024Icon Wealth Advisors LLC10,791$1.22M0.1%-1.0%0.004%
11/14/2024MetLife Investment Management LLC36,600$4.14M0.0%-35.4%0.014%
11/14/2024BNP Paribas1,445,852$163.35M6.8%+917.3%0.560%
11/13/2024Private Trust Co. NA9,844$1.11M0.1%+7.9%0.004%
11/13/2024Loomis 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%
11/12/2024Icon Wealth Advisors LLC3,026$342K0.0%-72.2%0.001%
Stop guessing when stocks will move (use this) (Ad)

Ever wonder why most traders make trading so complicated? Charts everywhere… Indicators on top of indicators… Eyes glued to screens all day. Here's something wild I discovered after analyzing 10 years of market data… The best trading system might just be... a calendar. Sounds crazy… But stick with me for a minute... I noticed that the most popular stocks have specific dates when they love to move up. Not random dates. Not "sometimes" dates. But precise windows of time that repeat year after year... for an entire decade.

Just let me know the shipping address I should send your FREE copy
11/9/2024Tradewinds LLC.4,213$476K0.1%-52.5%0.002%
11/8/2024Payden & Rygel459,173$51.88M4.0%N/A0.177%
11/8/2024First 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%
11/6/2024Mount Lucas Management LP6,681$755K0.3%+2.6%0.002%
11/6/2024NYL Investors LLC8,916,703$1.01B63.6%+14.4%3.333%
11/5/2024Prime Capital Investment Advisors LLC122,601$13.85M0.2%-6.5%0.046%
11/5/2024Mascoma Wealth Management LLC420$47K0.0%N/A0.000%
11/5/2024Sumitomo Mitsui Trust Group Inc.6,725$760K0.0%-59.0%0.003%
11/4/2024Empower Annuity Insurance Co2,456,850$277.58M100.0%N/A0.935%
11/4/2024Migdal Insurance & Financial Holdings Ltd.2,180,000$246.30M4.0%+899.7%0.830%
11/2/2024Covestor Ltd892$101K0.1%-23.6%0.000%
11/1/2024Hollencrest Capital Management12,062$1.36M0.1%-9.4%0.005%
11/1/2024Sonata Capital Group Inc.16,843$1.90M0.8%N/A0.006%
10/31/2024Montecito Bank & Trust10,102$1.14M0.2%N/A0.004%
10/31/2024 Graypoint LLC34,216$3.87M0.2%+5.6%0.013%
10/30/2024Crestwood Advisors Group LLC7,216$815K0.0%+8.4%0.003%
10/30/2024United Advisor Group LLC2,121$240K0.1%N/A0.001%
10/30/2024Wheelhouse Advisory Group LLC2,696$305K0.2%-11.5%0.001%
10/29/2024Innealta Capital LLC55,888$6.31M2.6%+83,314.9%0.022%
10/29/2024Nvwm LLC58,326$6.59M1.7%-3.6%0.023%
10/29/2024 Janney Montgomery Scott LLC70,648$7.98M0.0%+32.8%0.027%
10/29/2024Farther Finance Advisors LLC15,295$1.73M0.1%-9.4%0.006%
10/28/2024Creative Financial Designs Inc. ADV5,502$622K0.1%+1.8%0.002%
10/28/2024 Rosenberg Matthew Hamilton1,068$121K0.0%+32.7%0.000%
10/25/2024Strategic Blueprint LLC7,271$822K0.1%-2.4%0.003%
10/24/2024 Arkadios Wealth Advisors3,709$419K0.0%+11.8%0.001%
10/23/2024Dumont & Blake Investment Advisors LLC2,308$261K0.1%-50.0%0.001%
10/21/2024Vicus Capital18,539$2.10M0.2%N/A0.007%
10/21/2024Fortis Group Advisors LLC62,933$7.11M1.3%+676.2%0.024%
10/17/2024AlphaMark Advisors LLC4,016$454K0.2%+459.3%0.002%
10/16/2024Indiana Trust & Investment Management Co9,870$1.12M0.4%-1.0%0.004%
10/15/2024Aspect Partners LLC579$65K0.0%N/A0.000%
10/15/2024NBC 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%
10/9/2024Independence 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%
10/9/2024Money 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%
10/8/2024Country 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%
10/5/2024Quent 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%
Stop guessing when stocks will move (use this) (Ad)

Ever wonder why most traders make trading so complicated? Charts everywhere… Indicators on top of indicators… Eyes glued to screens all day. Here's something wild I discovered after analyzing 10 years of market data… The best trading system might just be... a calendar. Sounds crazy… But stick with me for a minute... I noticed that the most popular stocks have specific dates when they love to move up. Not random dates. Not "sometimes" dates. But precise windows of time that repeat year after year... for an entire decade.

Just let me know the shipping address I should send your FREE copy
9/9/2024Lazari Capital Management Inc.3,816$409K0.2%N/A0.001%
8/16/2024Sunbelt Securities Inc.14,088$1.51M0.2%+32.5%0.005%
8/16/2024Front Row Advisors LLC1,136$122K0.0%-14.6%0.000%
8/15/2024Alley Investment Management Company LLC185,269$19.85M2.7%+5.6%0.061%
8/14/2024Marshall Wace LLP699,068$74.88M0.1%-58.0%0.231%
8/13/2024Hollencrest Capital Management13,315$1.43M0.1%+0.7%0.004%
8/9/2024One Capital Management LLC42,022$4.50M0.2%-35.6%0.014%
8/9/2024Brown Brothers Harriman & Co.7,700$825K0.0%-19.6%0.003%
8/9/2024Rathbones Group PLC9,499$1.02M0.0%+6.7%0.003%
8/9/2024Prime Capital Investment Advisors LLC131,072$14.04M0.2%-7.9%0.043%
(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, 276 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), Empower Annuity Insurance Co ($277.58M), and Migdal Insurance & Financial Holdings Ltd. ($246.30M).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 202 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 41,018,876 shares in the last 24 months. This purchase volume represents approximately $4.45B in transactions.

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

Of the 169 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. ($4.73M), 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 45,986,916 shares in the last 24 months. This volume of shares sold represents approximately $5.03B in transactions.



This page (NYSEARCA:LQD) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners