ISHARES INGR CORP BD B/W ETF (LQDW) Institutional Ownership Changes & 13F Activity

ISHARES INGR CORP BD B/W ETF (LQDW). 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 Mather Group, Llc., Private Advisor Group, Llc, Raymond James Financial Inc, Sentinel Advisory Group, Llc, and Wealthshield Partners, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-6,696-37.9%10,951$263.10KQ2 2026Sep 02, 2026
Raymond James Financial IncBuy+36,397+8.7%454,812$10.93MQ2 2026Aug 14, 2026
Bank Of America CorpSell-17,504-1.9%891,169$21.41MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+7,331+16.8%51,060$1.23MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+295295$7.08KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+6+2.0%306$7.00KQ2 2026Aug 14, 2026
Prosperity Consulting Group, LlcSell-1,494-4.8%29,361$705.40KQ2 2026Aug 13, 2026
Morgan StanleyBuy+11$30.00Q2 2026Aug 13, 2026
Wealthshield Partners, LlcSell-25,596-99.5%141$3.40KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+21,186+16.0%153,561$3.69MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+2,175+19.1%13,543$325.39KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+559+5.0%11,710$281.33KQ2 2026Aug 12, 2026
Ima Advisory Services, Inc.Buy+15,40115,401$370.00KQ2 2026Aug 10, 2026
Lloyd Advisory Services, Llc.Buy+19,23719,237$462.18KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+11,777+3.8%324,075$7.79MQ2 2026Aug 07, 2026
Dover Advisors, LlcSell-3,125-12.8%21,292$522.83KQ2 2026Aug 07, 2026
Prime Capital Investment Advisors, LlcBuy+5,433+3.8%148,564$3.57MQ2 2026Aug 05, 2026
Belpointe Asset Management LlcSell-2,183-9.8%20,016$480.89KQ2 2026Jul 31, 2026
Fortis Capital Advisors, LlcSell-2,183-9.8%20,016$480.89KQ2 2026Jul 31, 2026
Mather Group, Llc.Sell-74,180-44.0%94,515$2.27MQ2 2026Jul 27, 2026
Private Advisor Group, LlcSell-44,109-44.3%55,510$1.33MQ2 2026Jul 27, 2026
Nicholas Wealth, Llc.Buy+8,351+47.5%25,941$623.23KQ2 2026Jul 24, 2026
Cra Financial Services, LlcBuy+21+0.2%9,240$221.99KQ2 2026Jul 24, 2026
Sentinel Advisory Group, LlcBuy+28,188+11.3%276,852$6.65MQ2 2026Jul 23, 2026
Mirae Asset Global Investments Co., Ltd.Buy+6,613+27.7%30,458$731.75KQ2 2026Jul 22, 2026
Triumph Capital ManagementBuy+100+322.6%131$3.15KQ2 2026Jul 21, 2026
Ifp Advisors, IncBuy+6666$1.59KQ2 2026Jul 20, 2026
Farther Finance Advisors, LlcBuy+23,237+3872.8%23,837$572.68KQ2 2026Jul 17, 2026
Independent Financial Group, LlcBuy+10,99410,994$264.13KQ2 2026Jul 15, 2026
Wealth Enhancement Advisory Services, LlcSell-1,784-7.8%21,232$501.51KQ2 2026Jul 15, 2026
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Frequently asked questions about LQDW activity

  • Which institutional owners are buying LQDW?

    Institutional owners buying LQDW 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 LQDW activity?

    "Buy" means an investor increased their reported position in LQDW compared to the prior reporting period. This reflects growing exposure to ISHARES INGR CORP BD B/W ETF (LQDW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LQDW increasing?

    Institutional interest in LQDW 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.