Free Trial

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

→ FW: 234x Gain (From Weiss Ratings) (Ad)
Free LQD Stock Alerts
$106.40
+0.74 (+0.70%)
(As of 05/3/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnership

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)
130
Total
Institutional Inflows
(last 12 months)
$2.16B
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$2.64B
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Richardson Financial Services Inc.1,978$211K0.1%-13.2%0.001%
5/3/2024United Community Bank27,426$2.99M1.2%-14.1%0.010%
5/3/2024Liberty Wealth Management LLC8,505$926K0.2%-69.6%0.003%
5/3/2024Whittier Trust Co.1,749$190K0.0%-66.0%0.001%
5/2/2024Graypoint LLC27,819$3.03M0.2%+19.1%0.010%
5/2/2024Quent Capital LLC234$26K0.0%-91.3%0.000%
5/2/2024BNP Paribas1,203,650$131.10M6.1%N/A0.449%
5/2/2024 Moloney Securities Asset Management LLC1,880$205K0.0%N/A0.001%
5/2/2024 Hollencrest Capital Management13,217$1.44M0.1%-4.8%0.005%
5/1/2024 Janney Montgomery Scott LLC106,186$11.57M0.0%-76.1%0.040%
4/30/2024 Fortis Group Advisors LLC21,535$2.35M0.4%+17.5%0.008%
4/30/2024 Camden National Bank16,890$1.84M0.3%-2.5%0.006%
4/29/2024 Boyd Watterson Asset Management LLC OH965$105K0.0%-37.2%0.000%
4/29/2024 Sierra Capital LLC4,970$541K0.1%-50.5%0.002%
4/25/2024 L.M. Kohn & Company3,501$381K0.1%+52.3%0.001%
4/25/2024 Summit Financial LLC3,184$347K0.0%N/A0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.226,686$24.69M0.1%-2.8%0.085%
4/24/2024 Private Trust Co. NA8,831$962K0.1%-13.7%0.003%
4/24/2024 NBT Bank N A NY2,502$273K0.0%-33.0%0.001%
4/23/2024 Strategic Blueprint LLC7,435$810K0.1%-12.5%0.003%
4/22/2024 Bay Harbor Wealth Management LLC10,075$1.10M0.4%-62.6%0.004%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.17,907$1.95M0.0%-23.1%0.007%
4/18/2024 Exchange Capital Management Inc.11,576$1.26M0.2%-2.9%0.004%
4/18/2024 Hexagon Capital Partners LLC2,015$219K0.0%-18.1%0.001%
4/18/2024 Park Place Capital Corp12,359$1.35M0.5%-23.7%0.005%
4/18/2024 Fifth Third Securities Inc.31,134$3.39M0.3%-5.7%0.012%
4/17/2024 Gradient Capital Advisors LLC4,751$517K0.2%-4.8%0.002%
4/17/2024 Burns J W & Co. Inc. NY22,523$2.45M0.3%-2.4%0.008%
4/16/2024 Tsfg LLC1,074$117K0.0%-8.3%0.000%
4/15/2024 Future Financial Wealth Managment LLC486$53K0.0%N/A0.000%
4/15/2024 Sunbelt Securities Inc.10,629$1.16M0.1%+15.0%0.004%
4/15/2024 Kingswood Wealth Advisors LLC9,128$994K0.1%+12.0%0.003%
4/15/2024 Thompson Investment Management Inc.225$25K0.0%+95.7%0.000%
4/11/2024 City Holding Co.2,964$323K0.0%-37.9%0.001%
4/11/2024 City State Bank6,910$753K0.3%+16.9%0.002%
4/9/2024 Adams Asset Advisors LLC3,476$379K0.0%-15.2%0.001%
4/5/2024 NBC Securities Inc.41,598$4.53M0.4%-1.1%0.014%
4/3/2024 Peoples Bank KS730$80K0.1%-66.2%0.000%
4/2/2024 Heartwood Wealth Advisors LLC68,690$7.48M0.9%+5.5%0.023%
4/2/2024 Modus Advisors LLC54,034$5.89M2.2%+5.9%0.018%
Watch this FREE trading tutorial while it’s still available (Ad)

On Wednesday, May 8, the legendary Jonathan Rose is holding his first ever Masters in Trading Summit. Jonathan is one of the sharpest traders I’ve ever met. He made millions trading in the pits of the world’s largest exchanges.

Click here for details.
4/1/2024 Park National Corp OH10,004$1.09M0.0%-1.3%0.003%
3/8/2024Trust Co. of Vermont450$50K0.0%N/A0.000%
3/8/2024ICA Group Wealth Management LLC17,186$1.90M0.4%-51.5%0.006%
3/5/2024Fisher Asset Management LLC15,042,104$1.66B0.8%-1.5%5.016%
3/4/2024Richardson Financial Services Inc.2,278$252K0.2%N/A0.001%
2/16/2024Aspect Partners LLC5,963$660K0.4%N/A0.002%
2/15/2024Brevan Howard Capital Management LP78,000$8.63M0.1%-74.0%0.025%
2/14/2024Redwood Investment Management LLC16,376$1.79M0.2%-48.2%0.005%
2/14/2024Icon Wealth Advisors LLC70,084$7.76M0.8%N/A0.023%
2/14/2024Vermillion & White Wealth Management Group LLC4,998$553K0.5%N/A0.002%
2/14/2024Waterloo Capital L.P.3,979$440K0.1%+102.6%0.001%
2/13/2024Pinebridge Investments L.P.5,054$559K0.0%-95.7%0.002%
2/13/2024CIBC Private Wealth Group LLC182,139$20.16M0.0%-1.3%0.059%
2/13/2024 Wellspring Financial Advisors LLC51,902$5.74M0.1%-1.0%0.017%
2/13/2024Dorsey Wright & Associates6,815$754K0.2%N/A0.002%
2/13/2024United Community Bank31,919$3.53M1.5%-12.2%0.010%
2/12/2024SPX Gestao de Recursos Ltda459,925$50.90M3.9%-86.2%0.149%
2/12/2024Tradition Wealth Management LLC13,643$1.51M0.2%+48.7%0.004%
2/12/2024Brown Brothers Harriman & Co.9,579$1.06M0.0%+24.4%0.003%
2/12/2024Alley Investment Management Company LLC170,986$18.92M2.8%+7.2%0.055%
2/12/2024 Camden National Bank17,321$1.92M0.4%-18.3%0.006%
2/12/2024NYL Investors LLC9,329,454$1.03B41.9%+2.8%3.026%
2/12/2024Parallel Advisors LLC15,734$1.74M0.1%-16.4%0.005%
2/9/2024HCR Wealth Advisors4,870$539K0.1%+24.5%0.002%
2/9/2024AXS Investments LLC15,000$1.66M0.4%+172.7%0.005%
2/9/2024 Cambridge Investment Research Advisors Inc.233,236$25.81M0.1%+4.4%0.075%
2/9/2024Allstate Corp251,090$27.79M1.9%-1.0%0.080%
2/9/2024Tidemark LLC1,235$137K0.1%N/A0.000%
2/9/2024EverSource Wealth Advisors LLC2,026$224K0.0%+56.7%0.001%
2/9/2024 L.M. Kohn & Company2,298$254K0.1%-5.9%0.001%
2/8/2024 Exchange Capital Management Inc.11,927$1.32M0.2%-5.6%0.004%
2/8/2024 Janney Montgomery Scott LLC444,041$49.14M0.2%+38.6%0.136%
2/8/2024Nvwm LLC59,169$6.55M2.0%-1.0%0.018%
2/8/20241ST Source Bank3,646$403K0.0%+7.7%0.001%
2/7/2024One Capital Management LLC80,490$8.91M0.4%+62.4%0.025%
2/7/2024 NBC Securities Inc.42,080$4.66M0.5%-3.3%0.013%
2/7/2024 Cary Street Partners Investment Advisory LLC28,316$3.13M0.1%-3.6%0.009%
2/7/2024 Sonata Capital Group Inc.16,756$1.85M0.9%-1.5%0.005%
2/7/2024Mount Lucas Management LP4,889$541K0.2%N/A0.002%
2/6/2024Cullen Frost Bankers Inc.8,710$964K0.0%+232.7%0.003%
2/6/2024 First Horizon Advisors Inc.11,737$1.30M0.0%+33.9%0.004%
2/6/2024Fisher Asset Management LLC15,154,840$1.68B0.8%-0.8%4.766%
2/5/2024 Triumph Capital Management1,815$201K0.1%N/A0.001%
2/5/2024 Hexagon Capital Partners LLC2,461$272K0.1%-40.3%0.001%
2/5/2024Ledyard National Bank10,220$1.13M0.1%-1.0%0.003%
2/5/2024Transcend Capital Advisors LLC9,822$1.09M0.1%+22.7%0.003%
2/5/2024White Pine Capital LLC5,497$608K0.2%-19.8%0.002%
2/2/2024 Boyd Watterson Asset Management LLC OH1,537$170K0.1%+59.3%0.000%
2/2/2024J.Safra Asset Management Corp50,633$5.60M0.8%+0.5%0.016%
2/2/2024Sandhill Capital Partners LLC2,139$237K0.0%N/A0.001%
Watch this FREE trading tutorial while it’s still available (Ad)

On Wednesday, May 8, the legendary Jonathan Rose is holding his first ever Masters in Trading Summit. Jonathan is one of the sharpest traders I’ve ever met. He made millions trading in the pits of the world’s largest exchanges.

Click here for details.
2/2/2024 Bank of New Hampshire1,300$144K0.0%+52.9%0.000%
2/2/2024Community Bank N.A.459$51K0.0%-53.8%0.000%
2/1/2024New York State Common Retirement Fund142,730$15.80M0.0%N/A0.044%
2/1/2024 Gradient Capital Advisors LLC4,990$552K0.2%-5.7%0.002%
1/31/2024Eukles Asset Management21,886$2.42M1.1%+115.6%0.007%
1/31/2024 Wheelhouse Advisory Group LLC3,271$362K0.3%N/A0.001%
1/31/2024Archer Investment Corp2,021$224K0.1%-4.5%0.001%
1/31/2024 Migdal Insurance & Financial Holdings Ltd.215,000$23.79M0.5%-50.0%0.066%
1/30/2024 Avior Wealth Management LLC21,518$2.38M0.1%-6.1%0.007%
1/30/2024 West Paces Advisors Inc.500$55K0.0%-59.4%0.000%
(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, 330 institutional investors and hedge funds held shares of iShares iBoxx $ Investment Grade Corporate Bond ETF. The most heavily invested institutionals were MetLife Investment Management LLC ($5.31B), Fisher Asset Management LLC ($1.66B), Financial Engines Advisors L.L.C. ($1.08B), NYL Investors LLC ($1.03B), Ameriprise Financial Inc. ($651.40M), Assetmark Inc. ($554.83M), and JPMorgan Chase & Co. ($284.40M).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 234 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. ($8.51M), Fisher Asset Management LLC ($6.45M), Financial Engines Advisors L.L.C. ($4.46M), NYL Investors LLC ($4.07M), JPMorgan Chase & Co. ($2.81M), Ameriprise Financial Inc. ($2.19M), 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 45,629,072 shares in the last 24 months. This purchase volume represents approximately $4.94B in transactions.

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

Of the 203 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: Banco Bilbao Vizcaya Argentaria S.A. ($8.43M), Fisher Asset Management LLC ($8.05M), JPMorgan Chase & Co. ($6.02M), Dodge & Cox ($4.85M), Ameriprise Financial Inc. ($4.25M), SPX Gestao de Recursos Ltda ($2.88M), and NYL Investors LLC ($1.82M).

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

Institutional investors have sold a total of 44,860,026 shares in the last 24 months. This volume of shares sold represents approximately $4.89B in transactions.


Related Companies:
This page (NYSEARCA:LQD) was last updated on 5/4/2024 by MarketBeat.com Staff

From Our Partners
Biden to Launch “FedNOW” [Move Your Money Now]
Priority Gold
Could Your Accounts Be Frozen?
Allegiance Gold
Automatic Income (from home)
Awesomely, LLC
Global crypto currency reset (41 major banks signed up)
Stansberry Research
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years
Banyan Hill Publishing
Jeff Bezos Just Humiliated Elon Musk
InvestorPlace
Forget Nvidia. This is the future of AI
Porter & Company
The asset beating inflation by 4x
Colonial Metals