LQD Institutional Ownership & Shareholders
ISHARES IBOXX INVESTMENT GRA (LQD) is currently held by 1,070 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $32.14B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of LQD tracked by InsiderSet, reporting ownership valued at approximately $2.80B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.68B, representing an estimated loss of -4.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed LQD value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Blackrock, Inc., Meiji Yasuda Life Insurance Co, and several other long-term asset managers with concentrated positions in ISHARES IBOXX INVESTMENT GRA (LQD).
This page ranks the largest institutional LQD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,070
Total Reported Value
$32.14B
Largest Holder
Bank Of America Corp
Largest Position
$2.80B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.18% | 25,658,147 | $2,798,534,145 | $2,675,374,988 | -$123,159,157 | -4.40% | |
| Blackrock, Inc. | 0.03% | 19,248,751 | $2,099,461,238 | $2,007,067,267 | -$92,393,971 | -4.40% | |
| Meiji Yasuda Life Insurance Co | 69.19% | 19,120,368 | $2,085,458,538 | $1,993,680,771 | -$91,777,767 | -4.40% | |
| Morgan Stanley | 0.10% | 17,429,340 | $1,901,018,319 | $1,817,357,282 | -$83,661,037 | -4.40% | |
| Wealthfront Advisers Llc | 2.61% | 12,435,413 | $1,356,330,479 | $1,296,640,514 | -$59,689,965 | -4.40% | |
| Financial Engines Advisors L.L.C. | 2.21% | 11,419,910 | $1,245,569,614 | $1,190,754,016 | -$54,815,598 | -4.40% | |
| Prudential Financial Inc | 1.26% | 10,601,426 | $1,156,297,534 | $1,105,410,689 | -$50,886,845 | -4.40% | |
| Nuveen, Llc | 0.27% | 10,235,200 | $1,116,353,264 | $1,067,224,304 | -$49,128,960 | -4.40% | |
| Japan Science & Technology Agency | 15.77% | 8,506,450 | $869,189,061 | $886,967,542 | +$17,778,481 | +2.05% | |
| Allianz Se | 9.05% | 7,862,205 | $857,530,699 | $819,792,115 | -$37,738,584 | -4.40% | |
| Goldman Sachs Group Inc | 0.09% | 7,493,872 | $817,356,618 | $781,386,033 | -$35,970,585 | -4.40% | |
| Ontario Teachers Pension Plan Board | 4.40% | 6,350,000 | $692,594,500 | $662,114,500 | -$30,480,000 | -4.40% | |
| Envestnet Asset Management Inc | 0.16% | 6,101,242 | $665,462,496 | $636,176,503 | -$29,285,993 | -4.40% | |
| Ameriprise Financial Inc | 0.11% | 5,090,714 | $554,655,189 | $530,808,749 | -$23,846,440 | -4.30% | |
| Wells Fargo & Company/Mn | 0.09% | 4,666,082 | $508,929,533 | $486,532,370 | -$22,397,163 | -4.40% | |
| Northwestern Mutual Investment Management Company, Llc | 5.83% | 4,559,454 | $497,299,648 | $475,414,269 | -$21,885,379 | -4.40% | |
| Lpl Financial Llc | 0.11% | 4,469,538 | $487,492,529 | $466,038,727 | -$21,453,802 | -4.40% | |
| Ubs Group Ag | 0.08% | 4,451,008 | $485,471,443 | $464,106,604 | -$21,364,839 | -4.40% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.24% | 3,997,712 | $436,030,448 | $416,841,430 | -$19,189,018 | -4.40% | |
| Susquehanna International Group, Llp | 0.38% | 3,926,364 | $428,248,521 | $409,401,974 | -$18,846,547 | -4.40% | |
| National Mutual Insurance Federation Of Agricultural Cooperatives | 2.64% | 4,040,400 | $412,848,072 | $421,292,508 | +$8,444,436 | +2.05% | |
| Bnp Paribas | 10.04% | 3,391,228 | $369,881,238 | $353,603,344 | -$16,277,894 | -4.40% | |
| State Of Michigan Retirement System | 1.39% | 3,072,400 | $313,937,832 | $320,359,148 | +$6,421,316 | +2.05% | |
| Royal Bank Of Canada | 0.05% | 2,795,629 | $304,918,000 | $291,500,236 | -$13,417,764 | -4.40% | |
| Citigroup Inc | 0.14% | 2,709,937 | $295,572,880 | $282,565,131 | -$13,007,749 | -4.40% | |
| Barings Llc | 4.76% | 2,720,211 | $277,951,159 | $283,636,401 | +$5,685,242 | +2.05% | |
| Empower Annuity Insurance Co | 100.00% | 2,456,850 | $267,968,630 | $256,175,750 | -$11,792,881 | -4.40% | |
| Schroder Investment Management Group | 0.19% | 2,409,021 | $264,269,603 | $251,188,620 | -$13,080,983 | -4.95% | |
| Jpmorgan Chase & Co | 0.01% | 2,046,151 | $224,462,833 | $213,352,165 | -$11,110,668 | -4.95% | |
| Migdal Insurance & Financial Holdings Ltd. | 1.37% | 1,965,000 | $214,322,550 | $204,890,550 | -$9,432,000 | -4.40% | |
| Northern Trust Corp | 0.02% | 1,804,239 | $196,788,348 | $188,128,001 | -$8,660,347 | -4.40% | |
| Fisher Asset Management, Llc | 0.06% | 1,783,303 | $194,505,031 | $185,945,004 | -$8,560,027 | -4.40% | |
| Members Trust Co | 5.27% | 1,552,970 | $169,382,437 | $161,928,182 | -$7,454,255 | -4.40% | |
| Barclays Plc | 0.05% | 1,541,878 | $168,172,633 | $160,771,619 | -$7,401,014 | -4.40% | |
| State Of New Jersey Common Pension Fund D | 0.54% | 1,460,991 | $159,350,288 | $152,337,532 | -$7,012,756 | -4.40% | |
| Raymond James Financial Inc | 0.04% | 1,445,708 | $157,683,446 | $150,743,973 | -$6,939,473 | -4.40% | |
| North Dakota State Investment Board | 5.80% | 1,447,198 | $147,874,692 | $150,899,335 | +$3,024,643 | +2.05% | |
| Gds Wealth Management | 6.43% | 1,409,043 | $143,976,022 | $146,920,914 | +$2,944,892 | +2.05% | |
| Mml Investors Services, Llc | 0.27% | 1,199,410 | $130,819,700 | $125,062,481 | -$5,757,219 | -4.40% | |
| Cetera Investment Advisers | 0.11% | 1,103,179 | $120,323,759 | $115,028,474 | -$5,295,285 | -4.40% | |
| Bridgewater Associates, Lp | 0.47% | 1,050,500 | $114,578,035 | $109,535,635 | -$5,042,400 | -4.40% | |
| Farther Finance Advisors, Llc | 0.80% | 1,110,491 | $113,469,978 | $115,790,897 | +$2,320,919 | +2.05% | |
| Man Group Plc | 0.20% | 979,525 | $106,836,792 | $102,135,072 | -$4,701,720 | -4.40% | |
| Capula Management Ltd | 0.46% | 931,663 | $101,616,483 | $97,144,501 | -$4,471,982 | -4.40% | |
| Pnc Financial Services Group, Inc. | 0.05% | 921,223 | $100,477,833 | $96,055,922 | -$4,421,911 | -4.40% | |
| Valmark Advisers, Inc. | 1.07% | 920,761 | $100,427,353 | $96,007,749 | -$4,419,604 | -4.40% | |
| Bank Of Montreal | 0.04% | 894,125 | $97,522,240 | $93,230,414 | -$4,291,826 | -4.40% | |
| Centiva Capital, Lp | 3.27% | 890,406 | $97,116,582 | $92,842,634 | -$4,273,948 | -4.40% | |
| Verition Fund Management Llc | 0.68% | 880,355 | $96,020,320 | $91,794,616 | -$4,225,704 | -4.40% | |
| Sumitomo Mitsui Financial Group, Inc. | 1.79% | 859,205 | $93,713,489 | $89,589,305 | -$4,124,184 | -4.40% |
Frequently asked questions about LQD
-
Who are the largest institutional holders of LQD?
The largest institutional holders of LQD reported in the latest SEC Form 13F filings include Bank Of America Corp , Blackrock, Inc. , Meiji Yasuda Life Insurance Co , Morgan Stanley , and Wealthfront Advisers Llc . InsiderSet ranks institutional holders by their latest reported LQD position.
-
What is LQD institutional ownership?
This page tracks LQD positions reported by institutional investment managers through SEC Form 13F. ISHARES IBOXX INVESTMENT GRA (LQD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
-
How many institutions own LQD?
InsiderSet currently tracks 1,070 institutional managers reporting LQD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LQD shareholders.
-
How much LQD stock do institutions own?
Institutional investment managers disclosed approximately $32.14B in LQD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
-
When was LQD institutional ownership last updated?
The latest LQD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
-
Are institutional LQD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LQD position after the reporting date.
-
Are institutions buying or selling LQD?
Institutional buying and selling can be analyzed by comparing LQD positions across consecutive 13F reporting periods. InsiderSet's LQD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LQD ownership changes.
-
How has LQD institutional ownership changed over time?
InsiderSet tracks LQD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.