Who Owns LQDI?
iShares Inflation Hedged Corporate Bond ETF — Institutional Ownership & 13F Holdings
$26.40
-0.14 (-0.52%)
Market Cap
$107.2M
Shares Outstanding
4,049,503
Institutional Holders
19
Total Inst. Value
$46.9M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
4
Closed Positions
7
Increased
6
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SimpliFi, Inc.New | $37.6M | 1,437,434 |
| 2 | MML INVESTORS SERVICES, LLC | $5.6M | 214,883 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $986K | 37,631 |
| 4 | Cambridge Investment Research Advisors, Inc. | $889K | 33,930 |
| 5 | CITADEL ADVISORS LLC | $513K | 19,589 |
| 6 | Cetera Investment Advisers | $257K | 9,798 |
| 7 | ABLE Financial Group, LLC | $231K | 8,810 |
| 8 | Ameritas Advisory Services, LLCNew | $222K | 8,496 |
| 9 | BANK OF AMERICA CORP /DE/ | $162K | 6,228 |
| 10 | HARBOUR INVESTMENTS, INC. | $119K | 4,555 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SimpliFi, Inc.New | +1.4M | $37.6M |
| MML INVESTORS SERVICES, LLC | +111K | $5.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +38K | $986K |
| Cambridge Investment Research Advisors, Inc. | +137 | $889K |
| CITADEL ADVISORS LLC | +1K | $513K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -98K | $8K |
| BANK OF AMERICA CORP /DE/ | -29K | $162K |
| NewEdge Advisors, LLC | -4K | $72K |
| OSAIC HOLDINGS, INC. | -151 | $21K |
| HARBOUR INVESTMENTS, INC. | -85 | $119K |
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Frequently Asked Questions
How many institutional investors hold LQDI?
As of Q1 2025, 19 institutional investors report holding LQDI (iShares Inflation Hedged Corporate Bond ETF) in their 13F filings.
Which hedge fund owns the most LQDI?
The largest institutional holder of LQDI is SimpliFi, Inc. with $37.6M in shares.
Are institutions buying or selling LQDI?
This quarter, 4 institutions opened new positions in LQDI and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.