ISHARES INT HEDG CORP BD ETF (LQDH) Institutional Ownership Changes & 13F Activity
ISHARES INT HEDG CORP BD ETF (LQDH). 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 Morgan Stanley, Raymond James Financial Inc, Bank Of America Corp, Destination Wealth Management, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -3,133 | -14.8% | 18,102 | $1.69M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +404 | +12.3% | 3,689 | $343.53K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -3,282 | -23.6% | 10,639 | $990.84K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +2,541 | — | 2,541 | $236.65K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -1,214 | -98.2% | 22 | $2.11K | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Sell | -227 | -3.7% | 5,851 | $544.90K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +84,932 | +124.2% | 153,334 | $14.28M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +38,463 | +13.1% | 331,327 | $30.86M | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | Buy | +38,286 | +4.1% | 967,931 | $90.15M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -24,182 | -90.0% | 2,685 | $250.00K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -13,503 | -56.3% | 10,499 | $978.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -10,385 | -49.8% | 10,487 | $976.68K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +9,962 | — | 9,962 | $1.10M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Buy | +2,915 | +13.3% | 24,788 | $2.31M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,387 | +3.3% | 43,342 | $4.04M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +359 | — | 359 | $33.44K | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, Llc | Buy | +319 | +13.6% | 2,665 | $248.20K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -51 | -70.8% | 21 | $1.96K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +31 | — | 31 | $2.89K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +126,589 | +57.1% | 348,308 | $32.44M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -9,518 | -18.5% | 41,912 | $3.90M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +2,560 | +6.0% | 45,130 | $4.20M | Q2 2026 | Aug 13, 2026 |
| Capital Square, Llc | Buy | +2,280 | — | 2,280 | $211.00K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -1,893 | -17.1% | 9,170 | $854.02K | Q2 2026 | Aug 13, 2026 |
| Compass Capital Corp | Sell | -40 | -1.5% | 2,676 | $246.89K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1 | — | 1 | $58.00 | Q2 2026 | Aug 13, 2026 |
| Bank Of Montreal | Sell | -22,472 | -39.9% | 33,788 | $3.15M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,568 | — | 1,568 | $146.10K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -228 | -8.5% | 2,463 | $229.38K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -93 | -0.6% | 14,358 | $1.34M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about LQDH activity
Which institutional owners are buying LQDH?
Institutional owners buying LQDH 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 LQDH activity?
"Buy" means an investor increased their reported position in LQDH compared to the prior reporting period. This reflects growing exposure to ISHARES INT HEDG CORP BD ETF (LQDH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LQDH increasing?
Institutional interest in LQDH 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.