Who Owns iShares Inflation Hedged Corporate Bond ETF (LQDI)?Hedge Fund & Institutional Holders

$25.98-0.11 (-0.42%)Financial ServicesBATS

Institutional Holders

20

as of Q4 2025

Total Institutional Value

$1.1110002670008001e+46T

% of Float Held

—

QoQ Change in Holders

+4 / -1

Price History

$25.04$25.57$26.09$26.62$27.14Sep 24Jun 25Mar 26

LQDI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SimpliFi, Inc.New Position+42K+$1.1B
ABLE Financial Group, LLCIncreased+722+$14.8M
ENVESTNET ASSET MANAGEMENT INCNew Position+310K+$8.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+130+$3.0M
Ameritas Advisory Services, LLCNew Position+45K+$1.2M
Cambridge Investment Research Advisors, Inc.Increased+4K+$-135K
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+2K+$-677.4M
NewEdge Advisors, LLCIncreased+12K+$-2.0B
Cetera Investment AdvisersIncreased+4K+$-2.6B
MML INVESTORS SERVICES, LLCIncreased+56K+$-6.8B
LPL Financial LLCIncreased+20K+$-7.8B

LQDI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-20K-$1.2B
CITADEL ADVISORS LLCDecreased-4K-$1.0B
OSAIC HOLDINGS, INC.Decreased-647-$146.8M
Kestra Advisory Services, LLCDecreased-1K-$724K
BANK OF AMERICA CORP /DE/Decreased-620-$233K
MORGAN STANLEYClosed Position-1-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SimpliFi, Inc.41,986$1.1B0.47%Share
2ABLE Financial Group, LLC10,094$267.0M0.05%Share
3ENVESTNET ASSET MANAGEMENT INC310,076$8.0M0.00%Share
4LPL Financial LLC311,388$8.0M0.00%Share
5MML INVESTORS SERVICES, LLC309,302$8.0M0.02%Share
6INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC130$3.0M0.00%Share
7NewEdge Advisors, LLC85,398$2.0M0.01%Share
8Cetera Investment Advisers101,609$2.0M0.00%Share
9Ameritas Advisory Services, LLC44,866$1.2M0.04%Share
10Cambridge Investment Research Advisors, Inc.46,082$1.0M0.00%Share
11HARBOUR INVESTMENTS, INC.3,725$98K0.00%Share
12WELLS FARGO & COMPANY/MN0$00.00%Share
13CITADEL ADVISORS LLC34,614$00.00%Share
14SUSQUEHANNA INTERNATIONAL GROUP, LLP27,628$00.00%Share
15BANK OF AMERICA CORP /DE/3,307$00.00%Share
16BANK OF AMERICA CORP /DE/4,775$00.00%Share
17Kestra Advisory Services, LLC25,774$00.00%Share
18JANE STREET GROUP, LLC23,027$00.00%Share
19Rockefeller Capital Management L.P.1,000$00.00%Share
20OSAIC HOLDINGS, INC.4,817$00.00%Share

LQDI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202519$1.4B+3
Q3 202516$22.6B-5
Q2 202521$64.1B+2
Q1 202519$62.4B-3
Q4 202422$19.6B+5
Q3 202417$13.3T-2
Q2 202419$2.7T+2
Q1 202417$516.1T—

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As of Q4 2025, 20 institutional investors hold LQDI (iShares Inflation Hedged Corporate Bond ETF). The largest holder is SimpliFi, Inc. with $1.1B in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own LQDI?

As of Q4 2025, 20 institutional investors report holding LQDI (iShares Inflation Hedged Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of LQDI?

The largest institutional holder of LQDI is SimpliFi, Inc. with $1.1B in shares.

Is institutional ownership of LQDI increasing or decreasing?

This quarter, 4 institutions opened new positions in LQDI and 1 closed their positions.