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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-21,649-0.4%6,101,242$665.46MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-18,534-5.7%309,351$33.74MQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+739—739$80.60KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcSell-6,836-13.7%42,896$4.68MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+74—74$8.07KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-1,300-4.7%26,525$2.89MQ2 2026Sep 03, 2026
1607 Capital Partners, LlcSell-33,820-56.1%26,490$2.89MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+312—312$34.03KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+12+0.0%54,724$5.97MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+25,743+41.5%87,794$9.58MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+20,308+6.6%327,250$35.69MQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcSell-414-15.5%2,260$246.50KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+5,045+4.8%110,145$12.01MQ2 2026Aug 18, 2026
Copia Wealth ManagementSell-709-3.9%17,646$1.92MQ2 2026Aug 18, 2026
American Family Investments, Inc.Sell-118,000-43.2%155,400$16.95MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-15,863-46.3%18,422$2.01MQ2 2026Aug 17, 2026
Brasada Capital Management, LpSell-2,330-13.4%15,079$1.64MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+822+9.5%9,484$1.03MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+395+1.2%34,422$3.75MQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+323+12.5%2,917$318.15KQ2 2026Aug 17, 2026
Redwood Investment Management, LlcSell-268-11.2%2,121$231.00KQ2 2026Aug 17, 2026
Caitlin John, LlcSell-57-1.5%3,862$421.21KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcSell-54-39.7%82$8.94KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-23-2.0%1,147$125.00KQ2 2026Aug 17, 2026
Gallagher Fiduciary Advisors, LlcSell-32,236,365-99.0%338,060$36.87MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-8,132,603-52.0%7,493,872$817.36MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+5,090,714—5,090,714$554.66MQ2 2026Aug 14, 2026
Symetra Investment Management CoSell-1,616,170-68.1%755,710$82.42KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-1,506,210-27.7%3,926,364$428.25MQ2 2026Aug 14, 2026
Man Group PlcBuy+918,925+1516.4%979,525$106.84MQ2 2026Aug 14, 2026
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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.