Who Owns iShares BBB Rated Corporate Bond ETF (LQDB)?Hedge Fund & Institutional Holders
Institutional Holders
18
as of Q4 2025
Total Institutional Value
$4.00000010000001e+48T
% of Float Held
—
QoQ Change in Holders
+5 / -0
Price History
LQDB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Increased | +12K | +$4.0B |
| GOLDMAN SACHS GROUP INC | New Position | +21K | +$1.0B |
| Belpointe Asset Management LLC | New Position | +4K | +$331.0M |
| Bank of New York Mellon Corp | New Position | +40K | +$3.0M |
| Insight Wealth Partners, LLC | Increased | +1K | +$75K |
| Geneos Wealth Management Inc. | New Position | +8 | +$0 |
| US BANCORP \DE\ | New Position | +4 | +$0 |
| MORGAN STANLEY | Increased | +4 | +$-507K |
| HARBOUR INVESTMENTS, INC. | Increased | +584 | +$-35.1M |
| Integrated Wealth Concepts LLC | Increased | +125 | +$-650.9M |
| JANE STREET GROUP, LLC | Increased | +8K | +$-1.8B |
LQDB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Decreased | -5K | -$977.3M |
| UBS Group AG | Decreased | -111 | -$9.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 55,279 | $4.0B | 0.00% | Share |
| 2 | CITADEL ADVISORS LLC | 17,524 | $1.0B | 0.00% | Share |
| 3 | GOLDMAN SACHS GROUP INC | 20,545 | $1.0B | 0.00% | Share |
| 4 | Belpointe Asset Management LLC | 3,808 | $331.0M | 0.01% | Share |
| 5 | BlackRock, Inc. | 250,000 | $21.0M | 0.00% | Share |
| 6 | Bank of New York Mellon Corp | 40,215 | $3.0M | 0.00% | Share |
| 7 | Insight Wealth Partners, LLC | 27,405 | $2.4M | 0.33% | Share |
| 8 | JANE STREET GROUP, LLC | 28,557 | $2.0M | 0.00% | Share |
| 9 | UBS Group AG | 13 | $1.0M | 0.00% | Share |
| 10 | HARBOUR INVESTMENTS, INC. | 984 | $85K | 0.00% | Share |
| 11 | Geneos Wealth Management Inc. | 8 | $0 | 0.00% | Share |
| 12 | MORGAN STANLEY | 5,770 | $0 | 0.00% | Share |
| 13 | OSAIC HOLDINGS, INC. | 114 | $0 | 0.00% | Share |
| 14 | Bank of New York Mellon Corp | 2 | $0 | 0.00% | Share |
| 15 | BANK OF AMERICA CORP /DE/ | 1,695 | $0 | 0.00% | Share |
| 16 | MORGAN STANLEY | 4 | $0 | 0.00% | Share |
| 17 | Integrated Wealth Concepts LLC | 7,525 | $0 | 0.00% | Share |
| 18 | US BANCORP \DE\ | 4 | $0 | 0.00% | Share |
LQDB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 15 | $6.4B | +5 |
| Q3 2025 | 10 | $4.5B | +1 |
| Q2 2025 | 9 | $8.8B | -1 |
| Q1 2025 | 10 | $31.2B | +2 |
| Q4 2024 | 8 | $5.9B | -1 |
| Q3 2024 | 9 | $1.3T | +2 |
| Q2 2024 | 7 | $2.9T | -1 |
| Q1 2024 | 8 | $3.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 18 institutional investors hold LQDB (iShares BBB Rated Corporate Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $4.0B in shares. This quarter, 5 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own LQDB?
As of Q4 2025, 18 institutional investors report holding LQDB (iShares BBB Rated Corporate Bond ETF) in their 13F filings.
Who is the largest institutional holder of LQDB?
The largest institutional holder of LQDB is BANK OF AMERICA CORP /DE/ with $4.0B in shares.
Is institutional ownership of LQDB increasing or decreasing?
This quarter, 5 institutions opened new positions in LQDB and 0 closed their positions.