ISHARES IBOXX INVESTMENT GRA (LQD) Institutional Ownership Changes & 13F Activity

ISHARES IBOXX INVESTMENT GRA (LQD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, Matrix Private Capital Group, First Eagle U.S. Value, and Dodge & Cox Stock Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy82,10092,000$10,027,080
Q1 2026Sequoia Financial AdvisorsBuy5,39236,607$3,989,769
Q1 2026Matrix Private Capital GroupSell-753$327
Q4 2025Sequoia Financial AdvisorsSell-6,41131,215$3,439,623
Q3 2025Sequoia Financial AdvisorsBuy2,26837,626$4,194,164
Q2 2025Renaissance Technologies LLCSell-115,1009,900$1,085,139
Q2 2025Sequoia Financial AdvisorsSell-4,19335,358$3,875,608
Q1 2025Sequoia Financial AdvisorsBuy36,94639,551$4,298,806
Q4 2024Sequoia Financial AdvisorsBuy1392,605$278,297
Q3 2024Sequoia Financial AdvisorsSell-1,1272,466$278,579
Q2 2024Sequoia Financial AdvisorsSell-11,2973,593$384,830
Q1 2024Renaissance Technologies LLCSell-18,900125,000$13,615
Q1 2024Sequoia Financial AdvisorsSell-93914,890$1,621,847
Q4 2023Sequoia Financial AdvisorsBuy31215,829$1,751,620
Q3 2023Renaissance Technologies LLCBuy81,000143,900$14,681
Q3 2023Sequoia Financial AdvisorsSell-2,90515,517$1,583,054
Q2 2023Renaissance Technologies LLCBuy3,50062,900$6,802
Q2 2023Sequoia Financial AdvisorsSell-1,37418,422$1,992,128
Q1 2023Sequoia Financial AdvisorsSell-2,00919,796$2,169,830
Q4 2022First Eagle U.S. ValueSell-72,13555,140$5,813,410
Q4 2022Sequoia Financial AdvisorsSell-4,60221,805$2,298,924
Q3 2022First Eagle U.S. ValueBuy127,275127,275$13,039
Q3 2022Renaissance Technologies LLCBuy18,20059,400$6,086
Q3 2022Sequoia Financial AdvisorsSell-2,42626,407$2,705
Q2 2022Dodge & Cox Stock FundSell-4,852,5051,795,988$197,613
Q2 2022Sequoia Financial AdvisorsSell-3,18328,833$3,173
Q1 2022Dodge & Cox Stock FundBuy5,202,2176,648,493$804,069
Q1 2022Sequoia Financial AdvisorsSell-11,50532,016$3,872
Q4 2021Sequoia Financial AdvisorsBuy34,94143,521$5,767
Q4 2021Torray FundBuy3,2953,295$437

Frequently asked questions about LQD activity

  • Which institutional owners are buying LQD?

    Institutional owners buying LQD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LQD activity?

    "Buy" means an investor increased their reported position in LQD compared to the prior reporting period. This reflects growing exposure to ISHARES IBOXX INVESTMENT GRA (LQD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LQD increasing?

    Institutional interest in LQD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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