Who owns LQDI?
iShares Inflation Hedged Corporate Bond ETF · iShares
22 institutions reported holding LQDI, worth $48.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LQDI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $9.4M | 355,942 | +18,936 shares |
| MML Investors Services, LLC | Springfield, MA | $9.3M | 355,612 | +68,368 shares |
| LPL Financial LLC | Fort Mill, SC | $8.6M | 327,199 | +22,385 shares |
| Ameritas Advisory Services, LLC | Lincoln, NE | $6.8M | 257,513 | +218,855 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.1M | 116,802 | +11,292 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.7M | 103,408 | +55,445 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $2.3M | 86,406 | −178 shares |
| TBH Global Asset Management, LLC | Brentwood, TN | $1.6M | 59,532 | New position |
| Citadel Advisors LLC | Miami, FL | $1.0M | 38,082 | −57 shares |
| SimpliFi, Inc. | San Diego, CA | $956K | 36,360 | −3,948 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LQDI?
22 institutional managers reported holding LQDI in Form 13F filings for June 30, 2026, worth $48.8M in total. The largest reported position was held by Envestnet Asset Management Inc., at $9.4M.
Did institutions buy or sell LQDI last quarter?
Reported 13F value rose 37.5% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LQDI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.