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
Q3 2021Sequoia Financial AdvisorsSell-28,2748,580$1,141
Q2 2021Renaissance Technologies LLCBuy6,50041,200$5,536
Q2 2021Sequoia Financial AdvisorsSell-51736,854$4,952
Q1 2021Renaissance Technologies LLCBuy21,30034,700$4,513
Q1 2021Sequoia Financial AdvisorsBuy2,57837,371$4,860
Q4 2020Renaissance Technologies LLCSell-2,20013,400$1,851
Q4 2020Sequoia Financial AdvisorsSell-31234,793$4,806
Q3 2020Sequoia Financial AdvisorsBuy35,10535,105$4,729
Q2 2020Dodge & Cox Stock FundSell-985,2041,446,276$194,524
Q2 2020Sequoia Financial AdvisorsSell-31,5550$4,784
Q2 2020Renaissance Technologies LLCSell-5,40015,600$2,098
Q2 2020Matrix Private Capital GroupSell-1,25378$10
Q1 2020Dodge & Cox Stock FundBuy2,425,4502,431,480$300,312
Q1 2020Sequoia Financial AdvisorsBuy3,32831,555$3,897
Q1 2020Matrix Private Capital GroupSell-271,331$164
Q4 2019Sequoia Financial AdvisorsBuy2,82328,227$3,612
Q4 2019Matrix Private Capital GroupBuy1,3581,358$174
Q3 2019Renaissance Technologies LLCBuy3,70021,000$2,677
Q3 2019Sequoia Financial AdvisorsBuy2,52125,404$3,239
Q2 2019Renaissance Technologies LLCSell-38,70017,300$2,152
Q2 2019Sequoia Financial AdvisorsBuy7,57522,883$2,846
Q1 2019Sequoia Financial AdvisorsSell-9,55815,308$1,823
Q4 2018Sequoia Financial AdvisorsSell-2,14424,866$2,805
Q3 2018Renaissance Technologies LLCBuy36,60056,000$6,436
Q3 2018Sequoia Financial AdvisorsSell-24,93927,010$3,104
Q2 2018Sequoia Financial AdvisorsBuy54251,949$5,952
Q1 2018Renaissance Technologies LLCBuy19,40019,400$2,277
Q1 2018Sequoia Financial AdvisorsBuy7,49451,407$6,035
Q4 2017Sequoia Financial AdvisorsSell-86543,913$5,338
Q3 2017Sequoia Financial AdvisorsBuy3,01544,778$5,428

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.

Related LQD Institutional Insights