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
Q2 2017Sequoia Financial AdvisorsBuy1,58341,763$5,033
Q1 2017Sequoia Financial AdvisorsBuy1,25540,180$4,738
Q4 2016Sequoia Financial AdvisorsBuy27,85138,925$4,561
Q3 2016Sequoia Financial AdvisorsBuy3,78411,074$1,364
Q2 2016Sequoia Financial AdvisorsBuy6,2247,290$895
Q1 2016Sequoia Financial AdvisorsSell-6,5281,066$8,974
Q1 2016Dodge & Cox Stock FundBuy6,0306,030$716
Q4 2015Sequoia Financial AdvisorsBuy9297,594$907
Q3 2015Sequoia Financial AdvisorsSell-5116,665$774
Q2 2015Sequoia Financial AdvisorsSell-3457,176$830
Q1 2015Sequoia Financial AdvisorsSell-737,521$915
Q4 2014Sequoia Financial AdvisorsSell-3687,594$907
Q3 2014Sequoia Financial AdvisorsBuy387,962$941
Q2 2014Sequoia Financial AdvisorsSell-3727,924$945
Q1 2014Sequoia Financial AdvisorsBuy3458,296$970
Q4 2013Sequoia Financial AdvisorsBuy7,9517,951$908

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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