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

iShares iBoxx $ Investment Grade Corporate Bond ETF logo
$108.40 +0.11 (+0.10%)
Closing price 04:10 PM Eastern
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$108.40 -0.01 (0.00%)
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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)
121
Total
Institutional Inflows
(last 12 months)
$1.81B
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$2.88B
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LQD Institutional Buying and Selling by Quarter

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iShares iBoxx $ Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2025 Copia Wealth Management16,809$1.80M1.7%N/A0.006%
2/28/2025 Park Square Financial Group LLC855$91K0.1%N/A0.000%
2/26/2025 Virtue Capital Management LLC6,138$656K0.1%+5.2%0.002%
2/24/2025 Ameriflex Group Inc.3,313$356K0.2%N/A0.001%
2/22/2025 American Trust2,232$238K0.0%N/A0.001%
2/18/2025 Sunbelt Securities Inc.13,485$1.44M0.1%-23.9%0.005%
2/18/2025 Fourth Dimension Wealth LLC4,670$499K0.3%N/A0.002%
2/18/2025 City National Bank of Florida MSD3,898$416K0.4%N/A0.001%
2/18/2025 Pinkerton Retirement Specialists LLC79,827$8.53M1.2%-0.1%0.028%
2/18/2025 10Elms LLP6,251$668K0.7%N/A0.002%
2/18/2025 Continuum Advisory LLC1,832$196K0.0%-5.9%0.001%
2/17/2025 Vermillion & White Wealth Management Group LLC4,029$431K0.3%-14.4%0.001%
2/17/2025 Strategic Wealth Partners Ltd.157,356$16.93M1.4%+0.3%0.055%
2/17/2025 Sentinus LLC59,059$6.31M1.8%+19.7%0.021%
2/17/2025 Redwood Investment Management LLC3,127$334K0.0%-14.1%0.001%
2/17/2025 Mufg Securities Americas Inc.100,000$10.68M1.4%N/A0.035%
2/17/2025 Lazard Asset Management LLC20,165$2.15M0.0%-3.0%0.007%
2/17/2025 Colonial Trust Co SC3,662$391K0.1%+109.6%0.001%
2/17/2025 BOKF NA4,752$501K0.0%-8.9%0.002%
2/17/2025 Captrust Financial Advisors90,475$9.67M0.0%+22.5%0.032%
2/17/2025 Cary Street Partners Financial LLC32,379$3.46M0.1%N/A0.011%
2/17/2025 Baird Financial Group Inc.135,466$14.47M0.0%+17.2%0.047%
2/17/2025 BNP Paribas1,665,560$177.95M7.5%+15.2%0.581%
2/17/2025 Ameriprise Financial Inc.4,520,836$482.98M0.1%-22.1%1.578%
2/17/2025 Alteri Wealth LLC2,125$227K0.1%N/A0.001%
2/14/2025 Tudor Investment Corp ET AL73,062$7.81M0.0%-0.4%0.026%
2/14/2025 Kovitz Investment Group Partners LLC40,214$4.30M0.0%-32.1%0.014%
2/14/2025 Integrated Wealth Concepts LLC24,771$2.65M0.0%-5.0%0.009%
2/14/2025 Banco Bilbao Vizcaya Argentaria S.A.236,507$25.50M0.3%+15.7%0.083%
2/14/2025 Coppell Advisory Solutions LLC1,849$198K0.0%+45.6%0.001%
2/14/2025 Pinebridge Investments L.P.18,141$1.94M0.0%-39.6%0.006%
2/14/2025 IHT Wealth Management LLC163,056$17.42M0.6%-47.9%0.057%
2/14/2025 MetLife Investment Management LLC37,500$4.01M0.0%+2.5%0.013%
2/13/2025 Marshall Wace LLP780,749$83.42M0.1%+28.4%0.273%
2/13/2025 United Capital Financial Advisors LLC39,866$4.26M0.0%-1.2%0.014%
2/13/2025 Cohen & Steers Inc.326$35K0.0%+2,407.7%0.000%
2/13/2025 Bessemer Group Inc.16,415$1.75M0.0%-15.6%0.006%
2/13/2025 Waterloo Capital L.P.3,385$362K0.0%-73.1%0.001%
2/13/2025 Titleist Asset Management LLC7,119$761K0.1%-1.5%0.002%
2/13/2025 Cascades Capital Asset Management LLC2,575$275K0.1%N/A0.001%
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2/13/2025 Payden & Rygel59,502$6.36M0.5%-87.0%0.021%
2/13/2025 Wedbush Securities Inc.15,893$1.70M0.1%-12.2%0.006%
2/12/2025 OLD Mission Capital LLC31,551$3.37M0.1%-86.3%0.011%
2/12/2025 Tradewinds LLC.2,563$275K0.1%-39.2%0.001%
2/12/2025 Summit Financial LLC63,407$6.77M0.2%+2.4%0.022%
2/12/2025 Allstate Corp166,965$17.84M0.5%+122.6%0.058%
2/12/2025 Loomis Sayles & Co. L P133,792$14.29M1.5%+167.9%0.047%
2/12/2025 JPMorgan Chase & Co.974,547$104.12M0.0%-44.9%0.340%
2/12/2025 Murphy & Mullick Capital Management Corp1,066$114K0.1%N/A0.000%
2/12/2025 Mitsubishi UFJ Trust & Banking Corp276,465$29.54M0.1%-10.2%0.096%
2/11/2025 Wayfinding Financial LLC69,473$7.42M4.0%N/A0.024%
2/11/2025 TD Private Client Wealth LLC184,724$19.74M0.6%+5.0%0.064%
2/11/2025 Lee Danner & Bass Inc.1,425$152K0.0%N/A0.000%
2/11/2025 iA Global Asset Management Inc.611,200$65.30M1.1%+24.4%0.213%
2/11/2025 Sandy Spring Bank271$29K0.0%-32.1%0.000%
2/10/2025 Horizon Investments LLC29,939$3.19M0.1%-1.2%0.010%
2/10/2025 Parallel Advisors LLC7,097$758K0.0%-34.6%0.002%
2/10/2025 Renasant Bank3,495$373K0.2%-58.3%0.001%
2/10/2025 Farther Finance Advisors LLC13,563$1.45M0.1%-11.3%0.005%
2/10/2025 EverSource Wealth Advisors LLC14,949$1.60M0.1%+2,637.9%0.005%
2/7/2025 NBT Bank N A NY1,397$149K0.0%-67.1%0.001%
2/7/2025 Mount Lucas Management LP6,983$746K0.3%+4.5%0.003%
2/6/2025 One Capital Management LLC141,283$15.10M0.5%-6.3%0.051%
2/6/2025 J.Safra Asset Management Corp44,851$4.80M0.4%-22.4%0.016%
2/6/2025 AMJ Financial Wealth Management72,508$7.75M2.1%+0.7%0.026%
2/6/2025 SBI Securities Co. Ltd.33,834$3.62M0.1%N/A0.012%
2/6/2025 Jones Financial Companies Lllp30,541$3.26M0.0%+80.5%0.011%
2/5/2025 Kohmann Bosshard Financial Services LLC575$61K0.0%N/A0.000%
2/5/2025 Anfield Capital Management LLC74,485$7.96M2.9%+2.9%0.027%
2/5/2025 Providence First Trust Co129,725$13.86M5.2%+45.2%0.047%
2/5/2025 Fisher Asset Management LLC3,504,232$374.39M0.1%-14.0%1.261%
2/5/2025 WR Wealth Planners LLC770$82K0.0%-58.0%0.000%
2/5/2025 SVB Wealth LLC3,378$361K0.0%N/A0.001%
2/5/2025 Private Trust Co. NA8,775$938K0.1%-10.9%0.003%
2/4/2025 Exchange Capital Management Inc.2,746$293K0.0%-63.4%0.001%
2/4/2025 Bank of New York Mellon Corp226,533$24.20M0.0%-75.8%0.081%
2/4/2025 Rothschild Investment LLC1,820$194K0.0%-35.5%0.001%
2/4/2025 Crestwood Advisors Group LLC6,899$737K0.0%-4.4%0.002%
2/3/2025 First Horizon Advisors Inc.2,471$264K0.0%-13.3%0.001%
2/3/2025 Transcend Capital Advisors LLC3,708$396K0.0%-36.0%0.001%
2/3/2025 Aspect Partners LLC193,776$20.70M12.0%+33,367.4%0.070%
1/30/2025 L.M. Kohn & Company4,056$433K0.1%-33.0%0.001%
1/30/2025 Palouse Capital Management Inc.4,531$484K0.3%-12.1%0.002%
1/30/2025 NYL Investors LLC1,437,526$153.59M13.9%-83.9%0.525%
1/29/2025 Indiana Trust & Investment Management Co9,660$1.03M0.4%-2.1%0.004%
1/29/2025 Quent Capital LLC742$79K0.0%+59.6%0.000%
1/29/2025 Eukles Asset Management27,395$2.93M1.2%+3.4%0.010%
1/28/2025 Golden State Wealth Management LLC1,979$211K0.0%N/A0.001%
1/28/2025 Sumitomo Mitsui Trust Group Inc.5,939$635K0.0%-11.7%0.002%
1/28/2025 Migdal Insurance & Financial Holdings Ltd.1,965,000$209.94M3.0%-9.9%0.718%
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1/27/2025 Caitlin John LLC3,990$426K0.3%+8.6%0.001%
1/24/2025 Lazari Capital Management Inc.5,593$598K0.2%+36.9%0.002%
1/24/2025 Richardson Financial Services Inc.1,695$182K0.1%-12.4%0.001%
1/24/2025 Independence Bank of Kentucky4,554$487K0.1%-12.1%0.002%
1/23/2025 Fifth Third Securities Inc.49,748$5.32M0.5%+61.5%0.018%
1/23/2025 Crews Bank & Trust26,806$2.86M0.5%N/A0.010%
1/23/2025 Strategic Blueprint LLC8,068$862K0.1%+11.0%0.003%
1/23/2025 Money Design Co. Ltd.1,470,231$157.48M8.1%+4.3%0.540%
1/22/2025 Greenup Street Wealth Management LLC7,328$783K0.2%N/A0.003%
1/22/2025 Kingswood Wealth Advisors LLC12,232$1.31M0.1%+78.3%0.004%
(Data available from 1/1/2016 forward)

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LQD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LQD shares?

During the previous two years, 272 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), Assetmark Inc. ($554.83M), Ameriprise Financial Inc. ($482.98M), 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 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 204 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. ($8.41M), NYL Investors LLC ($7.40M), BNP Paribas ($2.73M), Empower Annuity Insurance Co ($2.46M), Ameriprise Financial Inc. ($2.19M), Migdal Insurance & Financial Holdings Ltd. ($1.96M), and SPX Gestao de Recursos Ltda ($1.88M).

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

Institutional investors have bought a total of 35,833,786 shares in the last 24 months. This purchase volume represents approximately $3.91B in transactions.

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

Of the 162 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 ($13.27M), NYL Investors LLC ($8.85M), Banco Bilbao Vizcaya Argentaria S.A. ($8.39M), Ameriprise Financial Inc. ($5.54M), JPMorgan Chase & Co. ($5.52M), SPX Gestao de Recursos Ltda ($2.88M), 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 51,004,503 shares in the last 24 months. This volume of shares sold represents approximately $5.58B in transactions.



This page (NYSEARCA:LQD) was last updated on 3/25/2025 by MarketBeat.com Staff
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