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LQD Institutional Ownership & 13F Holders | SmartMoneyDB

LQDISHARES TR

IBOXX INV CP ETF · CUSIP 464287242

Smart Money Ownership

Of the 9 tracked institutions holding LQD, 5 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +4.6pt. It's a gauge of who owns the name, not just how many.

$202.8M · 0.1% of book

+6.3pt

Israel Englander

$662.5M · 0.3% of book

+4.0pt

Gotham Asset Management, LLC

$14.7M

+2.5pt

LQD (ISHARES TR) Institutional Ownership Summary

Among the 9 tracked institutional investors we monitor, LQD (ISHARES TR) is held with a combined value of $3.36B across 30,784,053 shares. The largest holder is BlackRock, Inc. with a position worth $2.35B (0.04% of their portfolio). 3 funds opened new positions in the most recent quarter. 4 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$3.36B

Total Shares Held

30,784,053

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+31% shares~$561.4M MILLENNIUM MANAGEMENT LLC+74% shares~$282.6M RENAISSANCE TECHNOLOGIES LLCNew position~$10.0M Bridgewater Associates, LP+2% shares~$2.4M SOROS FUND MANAGEMENT LLCNew position~$2.2M

13F Institutional Holders

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BlackRock, Inc.

0.04% of book+31.4%

$2.35B

MILLENNIUM MANAGEMENT LLC

0.28% of book+74.4%

$662.53M

Fisher Asset Management, LLC

0.07% of book-4.8%

$202.76M

Bridgewater Associates, LP

0.50% of book+2.2%

$111.36M

Gotham Asset Management, LLC

0.04% of book+8.0%

$14.69M

RENAISSANCE TECHNOLOGIES LLC

0.02% of bookNew

$10.03M

SOROS FUND MANAGEMENT LLC

AQR CAPITAL MANAGEMENT LLC

0.00% of bookNew

$576.71K

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$2.35B	21,554,643	0.04%	+31.4%
2	MILLENNIUM MANAGEMENT LLC	$662.53M	6,078,846	0.28%	+74.4%
3	Fisher Asset Management, LLC	$202.76M	1,860,386	0.07%	-4.8%
4	Bridgewater Associates, LP	$111.36M	1,021,700	0.50%	+2.2%
5	Gotham Asset Management, LLC	$14.69M	134,747	0.04%	+8.0%
6	RENAISSANCE TECHNOLOGIES LLC	$10.03M	92,000	0.02%	New
7	SOROS FUND MANAGEMENT LLC	$2.18M	20,000	0.02%	New
8	FMR LLC	$1.79M	16,406	0.00%	-98.0%
9	AQR CAPITAL MANAGEMENT LLC	$576.71K	5,325	0.00%	New

Frequently Asked Questions

Which institutional investors own the most LQD stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of LQD with a position worth $2.35B, representing 0.04% of their portfolio. In total, 9 institutional investors hold LQD with a combined value of $3.36B.

Are hedge funds buying or selling LQD?

In the most recent quarter, 3 funds opened a new position in LQD. Additionally, 4 increased their holdings and 2 reduced their positions.

What percentage of LQD is owned by institutional investors?

Institutional investors hold $3.36B worth of LQD stock across 9 positions. The largest institutional holder is BlackRock, Inc. with $2.35B in holdings.

What is a 13F filing and why does it matter for LQD?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For LQD, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track LQD institutional moves

Get notified when hedge funds change their LQD positions.