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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sentinel Advisory Group, Llc, Commonwealth Equity Services, Llc, Prime Capital Investment Advisors, Llc, Lpl Financial Llc, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | Buy | +23,845 | — | 23,845 | $576.57K | Q1 2026 | Aug 12, 2026 |
| Wells Fargo & Company/Mn | Sell | -1 | -100.0% | 0 | $2.00 | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +108,110 | +13.5% | 908,673 | $21.97M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Sell | -139 | -50.0% | 139 | $3.36K | Q1 2026 | May 18, 2026 |
| Susquehanna International Group, Llp | Buy | +24,538 | +195.6% | 37,081 | $896.62K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +12,732 | +41.1% | 43,729 | $1.06M | Q1 2026 | May 15, 2026 |
| Independent Financial Group, Llc | Sell | -10,750 | -100.0% | 0 | $0.00 | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -3,743 | -17.5% | 17,647 | $426.70K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1,450 | — | 1,450 | $35.06K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -226 | -43.0% | 300 | $7.00K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +157 | +1.4% | 11,151 | $269.63K | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +10 | +7.1% | 150 | $3.62K | Q1 2026 | May 15, 2026 |
| Sentinel Advisory Group, Llc | Buy | +248,664 | — | 248,664 | $6.01M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +109,599 | +35.5% | 418,415 | $10.12M | Q1 2026 | May 14, 2026 |
| Mgo One Seven Llc | Buy | +18,259 | — | 18,259 | $441.50K | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Buy | +2,985 | +35.6% | 11,368 | $274.88K | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | Buy | +1 | +3.3% | 31 | $750.00 | Q1 2026 | May 13, 2026 |
| Stifel Financial Corp | Buy | +14,469 | +12.3% | 132,375 | $3.20M | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, Llc | Buy | +14 | — | 14 | $339.00 | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, Llc | Sell | -177,833 | -55.4% | 143,131 | $3.46M | Q1 2026 | May 08, 2026 |
| Lpl Financial Llc | Buy | +144,469 | +86.1% | 312,298 | $7.55M | Q1 2026 | May 06, 2026 |
| Assetmark, Inc | Buy | +744 | — | 744 | $17.99K | Q1 2026 | May 06, 2026 |
| Coordinated Financial Services, Inc. | Buy | +852 | +5.5% | 16,308 | $394.32K | Q1 2026 | May 04, 2026 |
| Wealthshield Partners, Llc | Buy | +573 | +2.3% | 25,737 | $622.32K | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management Llc | Buy | +6,225 | +39.0% | 22,199 | $536.77K | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, Llc | Buy | +6,225 | +39.0% | 22,199 | $536.77K | Q1 2026 | Apr 28, 2026 |
| Commonwealth Equity Services, Llc | Sell | -205,266 | -95.8% | 9,000 | $217.62K | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, Llc | Sell | -4,444 | -4.3% | 99,619 | $2.41M | Q1 2026 | Apr 27, 2026 |
| Nicholas Wealth, Llc. | Buy | +17,590 | — | 17,590 | $425.34K | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott Llc | Buy | +16,940 | — | 16,940 | $410.00K | Q1 2026 | Apr 22, 2026 |
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.