ISHARES BBB RATE CORP BOND (LQDB) Institutional Ownership Changes & 13F Activity
ISHARES BBB RATE CORP BOND (LQDB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Bank Of America Corp, Wealth Enhancement Advisory Services, Llc, Citadel Advisors Llc, and Bank Of New York Mellon Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | Sell | -25,866 | -45.4% | 31,108 | $2.69M | Q1 2026 | May 18, 2026 |
| Susquehanna International Group, Llp | Buy | +32,743 | — | 32,743 | $2.83M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +3,863 | — | 3,863 | $334.00K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -2,420 | -11.8% | 18,125 | $1.56M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +530 | +7.0% | 8,055 | $695.48K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -3 | -0.1% | 5,771 | $498.28K | Q1 2026 | May 15, 2026 |
| Insight Wealth Partners, Llc | Sell | -464 | -1.7% | 26,941 | $2.33M | Q1 2026 | May 14, 2026 |
| Jane Street Group, Llc | Buy | +14,189 | +49.7% | 42,746 | $3.69M | Q1 2026 | May 12, 2026 |
| Bank Of New York Mellon Corp | Sell | -17,248 | -42.9% | 22,969 | $1.98M | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management Llc | Sell | -364 | -9.6% | 3,444 | $297.36K | Q1 2026 | Apr 28, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +25,698 | — | 25,698 | $2.22M | Q1 2026 | Apr 08, 2026 |
| Citadel Advisors Llc | Sell | -17,524 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 2026 |
| Us Bancorp \De\ | Sell | -4 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 30, 2026 |
| Ubs Group Ag | Sell | -13 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | Sell | -8 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 28, 2026 |
Frequently asked questions about LQDB activity
Which institutional owners are buying LQDB?
Institutional owners buying LQDB 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 LQDB activity?
"Buy" means an investor increased their reported position in LQDB compared to the prior reporting period. This reflects growing exposure to ISHARES BBB RATE CORP BOND (LQDB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LQDB increasing?
Institutional interest in LQDB 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.