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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Gallagher Fiduciary Advisors, Llc, Goldman Sachs Group Inc, Ameriprise Financial Inc, Symetra Investment Management Co, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -21,649 | -0.4% | 6,101,242 | $665.46M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -18,534 | -5.7% | 309,351 | $33.74M | Q2 2026 | Sep 23, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +739 | — | 739 | $80.60K | Q2 2026 | Sep 18, 2026 |
| Integrated Wealth Concepts Llc | Sell | -6,836 | -13.7% | 42,896 | $4.68M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +74 | — | 74 | $8.07K | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -1,300 | -4.7% | 26,525 | $2.89M | Q2 2026 | Sep 03, 2026 |
| 1607 Capital Partners, Llc | Sell | -33,820 | -56.1% | 26,490 | $2.89M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +312 | — | 312 | $34.03K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +12 | +0.0% | 54,724 | $5.97M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +25,743 | +41.5% | 87,794 | $9.58M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +20,308 | +6.6% | 327,250 | $35.69M | Q2 2026 | Aug 19, 2026 |
| Vermillion & White Wealth Management Group, Llc | Sell | -414 | -15.5% | 2,260 | $246.50K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +5,045 | +4.8% | 110,145 | $12.01M | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -709 | -3.9% | 17,646 | $1.92M | Q2 2026 | Aug 18, 2026 |
| American Family Investments, Inc. | Sell | -118,000 | -43.2% | 155,400 | $16.95M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -15,863 | -46.3% | 18,422 | $2.01M | Q2 2026 | Aug 17, 2026 |
| Brasada Capital Management, Lp | Sell | -2,330 | -13.4% | 15,079 | $1.64M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +822 | +9.5% | 9,484 | $1.03M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +395 | +1.2% | 34,422 | $3.75M | Q2 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +323 | +12.5% | 2,917 | $318.15K | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Sell | -268 | -11.2% | 2,121 | $231.00K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -57 | -1.5% | 3,862 | $421.21K | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -54 | -39.7% | 82 | $8.94K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -23 | -2.0% | 1,147 | $125.00K | Q2 2026 | Aug 17, 2026 |
| Gallagher Fiduciary Advisors, Llc | Sell | -32,236,365 | -99.0% | 338,060 | $36.87M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -8,132,603 | -52.0% | 7,493,872 | $817.36M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +5,090,714 | — | 5,090,714 | $554.66M | Q2 2026 | Aug 14, 2026 |
| Symetra Investment Management Co | Sell | -1,616,170 | -68.1% | 755,710 | $82.42K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -1,506,210 | -27.7% | 3,926,364 | $428.25M | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Buy | +918,925 | +1516.4% | 979,525 | $106.84M | Q2 2026 | Aug 14, 2026 |
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.