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

iShares iBoxx $ Investment Grade Corporate Bond ETF logo
$108.29 +0.20 (+0.19%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$108.36 +0.07 (+0.06%)
As of 07/18/2025 07:16 PM 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.
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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)
133
Total
Institutional Inflows
(last 12 months)
$2.34B
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$2.83B
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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
7/18/2025USA Financial Formulas347,983$38.14M6.5%+12.9%0.137%
7/17/2025Park Place Capital Corp3,473$380K0.1%-22.0%0.001%
7/17/2025HCR Wealth Advisors4,354$477K0.1%-11.6%0.002%
7/17/2025Janney Montgomery Scott LLC44,212$4.85M0.0%-29.2%0.017%
7/17/2025Fifth Third Securities Inc.48,678$5.34M0.4%+5.6%0.018%
7/17/2025City Holding Co.1,633$179K0.0%-13.9%0.001%
7/17/2025Fort Washington Investment Advisors Inc. OH3,223$353K0.0%-14.6%0.001%
7/17/2025Keystone Global Partners LLC65,469$7.18M3.9%+28.2%0.025%
7/15/2025 TD Private Client Wealth LLC204,954$22.47M0.6%+3.7%0.077%
7/11/2025 Farther Finance Advisors LLC25,278$2.77M0.1%-0.5%0.009%
7/10/2025 Burns J W & Co. Inc. NY39,267$4.30M0.5%-6.8%0.015%
7/8/2025 NBC Securities Inc.32,763$3.59M0.3%-3.2%0.012%
7/8/2025 Heartwood Wealth Advisors LLC77,221$8.46M0.9%+0.5%0.029%
7/8/2025 Adams Asset Advisors LLC11,180$1.23M0.2%+246.2%0.004%
7/8/2025 Parallel Advisors LLC5,381$590K0.0%-3.8%0.002%
7/7/2025 Modus Advisors LLC58,890$6.46M1.9%+2.5%0.022%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.6,503$713K0.1%+21.5%0.002%
5/28/2025Turn8 Private Wealth Inc.46,299$5.04M3.9%+14.0%0.017%
5/21/2025Indiana Trust & Investment Management Co8,485$922K0.3%-12.2%0.003%
5/20/2025Belpointe Asset Management LLC6,202$673K0.0%+16.6%0.002%
5/16/2025Jones Financial Companies Lllp45,960$5.00M0.0%+50.5%0.017%
5/16/2025NewEdge Advisors LLC34,616$3.76M0.0%-46.0%0.013%
5/16/2025Integrated Wealth Concepts LLC22,141$2.41M0.0%-10.6%0.008%
5/15/2025Titleist Asset Management LLC6,660$724K0.1%-6.4%0.002%
5/15/2025Baird Financial Group Inc.179,814$19.54M0.0%+32.7%0.067%
5/15/2025Vermillion & White Wealth Management Group LLC2,674$291K0.2%-33.6%0.001%
5/14/2025Caisse DE Depot ET Placement DU Quebec9,150$995K0.0%N/A0.003%
5/14/2025RPg Family Wealth Advisory LLC3,079$335K0.1%N/A0.001%
5/14/2025MetLife Investment Management LLC953,260$103.61M0.6%+2,442.0%0.354%
5/14/2025Ameriprise Financial Inc.6,859,875$744.61M0.2%+51.7%2.547%
5/14/2025Summit Financial LLC68,115$7.40M0.2%+7.4%0.025%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.226,208$24.65M0.2%-4.4%0.084%
5/13/2025Keystone Global Partners LLC51,078$5.55M3.9%N/A0.019%
5/13/2025Horizon Investments LLC27,821$3M0.1%-7.1%0.010%
5/13/2025Anfield Capital Management LLC79,432$8.63M3.2%+6.6%0.029%
5/12/2025Operose Advisors LLC1,129$123K0.0%+584.2%0.000%
5/9/2025Renasant Bank3,384$368K0.2%-3.2%0.001%
5/9/2025iA Global Asset Management Inc.661,200$71.87M1.2%+8.2%0.242%
5/9/2025Cary Street Partners Investment Advisory LLC352$38K0.0%-28.3%0.000%
5/9/2025Cary Street Partners Financial LLC31,075$3.38M0.1%-4.0%0.011%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/9/2025Cheviot Value Management LLC243,593$26.01M3.2%N/A0.089%
5/8/2025Wealthquest Corp49,677$5.40M0.2%N/A0.018%
5/8/2025Arkadios Wealth Advisors4,600$500K0.0%+77.4%0.002%
5/7/2025 MJT & Associates Financial Advisory Group Inc.4,056$441K0.4%N/A0.001%
5/7/2025NYL Investors LLC7,794,361$847.17M54.3%+442.2%2.850%
5/7/2025Alteri Wealth LLC8,886$966K0.4%+318.2%0.003%
5/7/2025Nvwm LLC60,827$6.61M1.8%+4.3%0.022%
5/6/2025Dorsey Wright & Associates4,289$466K0.1%-15.8%0.002%
5/6/2025Winthrop Capital Management LLC97,539$10.60M2.9%+4.4%0.036%
5/6/2025Wedbush Securities Inc.15,523$1.69M0.1%-2.3%0.006%
5/5/2025Crestwood Advisors Group LLC5,782$628K0.0%-16.2%0.002%
5/5/2025Hollencrest Capital Management11,003$1.20M0.1%-8.4%0.004%
5/2/2025 Graypoint LLC41,215$4.48M0.3%-6.5%0.015%
5/2/2025Cullen Frost Bankers Inc.2,404$261K0.0%+8.2%0.001%
5/2/2025SBI Securities Co. Ltd.36,631$3.98M0.1%+8.3%0.013%
5/2/2025Bogart Wealth LLC503$55K0.0%+102.8%0.000%
5/1/2025Fifth Third Securities Inc.46,099$5.01M0.4%-7.3%0.017%
4/30/2025Sierra Capital LLC4,803$522K0.1%-11.9%0.002%
4/29/2025Centennial Bank AR314$34K0.0%N/A0.000%
4/29/2025 TD Private Client Wealth LLC197,568$21.47M0.6%+7.0%0.072%
4/29/2025Tradewinds LLC.2,355$256K0.1%-8.1%0.001%
4/29/2025Wheelhouse Advisory Group LLC1,945$211K0.1%-15.4%0.001%
4/29/2025Bank of New York Mellon Corp1,290,878$140.31M0.0%+469.8%0.472%
4/29/2025Wayfinding Financial LLC70,831$7.70M3.4%+2.0%0.026%
4/29/2025Eukles Asset Management27,724$3.01M1.3%+1.2%0.010%
4/29/2025Strategic Blueprint LLC8,238$895K0.0%+2.1%0.003%
4/29/2025Wedgewood Investors Inc. PA1,848$201K0.2%N/A0.001%
4/28/2025First Horizon Advisors Inc.1,841$200K0.0%-25.5%0.001%
4/28/2025Private Trust Co. NA9,725$1.06M0.1%+10.8%0.004%
4/28/2025Money Design Co. Ltd.1,469,401$159.71M8.0%-0.1%0.537%
4/25/2025J.Safra Asset Management Corp22,869$2.49M0.2%-49.0%0.008%
4/24/2025Golden State Wealth Management LLC1,554$169K0.0%-21.5%0.001%
4/24/2025Sunbelt Securities Inc.15,094$1.64M0.1%+11.9%0.006%
4/24/2025Tsfg LLC966$105K0.0%-13.2%0.000%
4/24/2025Transcend Capital Advisors LLC3,606$392K0.0%-2.8%0.001%
4/24/2025Park Place Capital Corp4,452$484K0.1%-7.7%0.002%
4/23/2025Western Wealth Management LLC4,332$471K0.0%+2.4%0.002%
4/23/2025Creative Financial Designs Inc. ADV5,846$635K0.1%+7.0%0.002%
4/23/2025 Pinnacle Bancorp Inc.1,360$148K0.0%-16.1%0.000%
4/23/2025Golden State Wealth Management LLC3,108$338K0.0%+57.0%0.001%
4/23/2025Wealthquest Corp49,677$5.40M0.5%N/A0.018%
4/22/2025Cambridge Investment Research Advisors Inc.200,353$21.78M0.1%-0.4%0.073%
4/22/2025Crews Bank & Trust27,156$2.95M0.5%+1.3%0.010%
4/22/2025Innealta Capital LLC8,998$978K0.5%-76.6%0.003%
4/21/2025HCR Wealth Advisors4,924$535K0.1%-2.3%0.002%
4/21/2025 Heartwood Wealth Advisors LLC76,814$8.35M1.0%+8.5%0.028%
4/21/2025Kingswood Wealth Advisors LLC27,122$2.95M0.1%+121.7%0.010%
4/17/2025Copia Wealth Management17,478$1.90M1.8%+4.0%0.006%
4/17/2025Janney Montgomery Scott LLC62,414$6.78M0.0%-7.4%0.022%
4/16/2025Palouse Capital Management Inc.4,180$454K0.3%-7.7%0.001%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
4/15/2025USA Financial Formulas308,139$33.49M5.5%-22.5%0.110%
4/15/2025Sanibel Captiva Trust Company Inc.2,218$241K0.0%N/A0.001%
4/14/2025 Farther Finance Advisors LLC25,411$2.76M0.1%+87.4%0.009%
4/14/2025City Holding Co.1,897$206K0.0%-7.6%0.001%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.5,351$582K0.1%+31.4%0.002%
4/9/2025 Harbor Investment Advisory LLC2,600$283K0.0%+19.5%0.001%
4/9/2025 NBC Securities Inc.33,852$3.68M0.3%+96,620.0%0.012%
4/9/2025 Worth Asset Management LLC3,670$399K0.2%N/A0.001%
4/8/2025 Peoples Bank KS865$94K0.1%-53.6%0.000%
4/8/2025 Burns J W & Co. Inc. NY42,123$4.58M0.6%+14.6%0.015%
(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, 259 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 ($847.17M), Ameriprise Financial Inc. ($744.61M), Fisher Asset Management LLC ($374.39M), Empower Annuity Insurance Co ($277.58M), Migdal Insurance & Financial Holdings Ltd. ($209.94M), and BNP Paribas ($177.95M).Learn more on iShares iBoxx $ Investment Grade Corporate Bond ETF's institutional investors.

What percentage of iShares iBoxx $ Investment Grade Corporate Bond ETF's stock is owned by 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.

Which institutional investors have been buying iShares iBoxx $ Investment Grade Corporate Bond ETF's stock?

Of the 193 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 ($13.76M), Ameriprise Financial Inc. ($4.53M), BNP Paribas ($2.73M), Empower Annuity Insurance Co ($2.46M), Migdal Insurance & Financial Holdings Ltd. ($1.96M), SPX Gestao de Recursos Ltda ($1.88M), and Bank of New York Mellon Corp ($1.62M).

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

Institutional investors have bought a total of 21,242,170 shares in the last 24 months. This purchase volume represents approximately $2.34B in transactions.

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

Of the 99 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: Fisher Asset Management LLC ($12.53M), NYL Investors LLC ($7.48M), Ameriprise Financial Inc. ($1.28M), Marshall Wace LLP ($966.54K), JPMorgan Chase & Co. ($918.47K), Bank of New York Mellon Corp ($754.47K), and Payden & Rygel ($399.67K).

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

Institutional investors have sold a total of 25,750,915 shares in the last 24 months. This volume of shares sold represents approximately $2.83B in transactions.


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This page (NYSEARCA:LQD) was last updated on 7/19/2025 by MarketBeat.com Staff
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