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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mirae Asset Global Investments Co., Ltd.Buy+23,845—23,845$576.57KQ1 2026Aug 12, 2026
Wells Fargo & Company/MnSell-1-100.0%0$2.00Q1 2026Jul 08, 2026
Bank Of America CorpBuy+108,110+13.5%908,673$21.97MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Sell-139-50.0%139$3.36KQ1 2026May 18, 2026
Susquehanna International Group, LlpBuy+24,538+195.6%37,081$896.62KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+12,732+41.1%43,729$1.06MQ1 2026May 15, 2026
Independent Financial Group, LlcSell-10,750-100.0%0$0.00Q1 2026May 15, 2026
Citadel Advisors LlcSell-3,743-17.5%17,647$426.70KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+1,450—1,450$35.06KQ1 2026May 15, 2026
Royal Bank Of CanadaSell-226-43.0%300$7.00KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+157+1.4%11,151$269.63KQ1 2026May 15, 2026
National Bank Of CanadaBuy+10+7.1%150$3.62KQ1 2026May 15, 2026
Sentinel Advisory Group, LlcBuy+248,664—248,664$6.01MQ1 2026May 14, 2026
Raymond James Financial IncBuy+109,599+35.5%418,415$10.12MQ1 2026May 14, 2026
Mgo One Seven LlcBuy+18,259—18,259$441.50KQ1 2026May 14, 2026
Cetera Investment AdvisersBuy+2,985+35.6%11,368$274.88KQ1 2026May 13, 2026
Triumph Capital ManagementBuy+1+3.3%31$750.00Q1 2026May 13, 2026
Stifel Financial CorpBuy+14,469+12.3%132,375$3.20MQ1 2026May 12, 2026
Destiny Wealth Partners, LlcBuy+14—14$339.00Q1 2026May 11, 2026
Prime Capital Investment Advisors, LlcSell-177,833-55.4%143,131$3.46MQ1 2026May 08, 2026
Lpl Financial LlcBuy+144,469+86.1%312,298$7.55MQ1 2026May 06, 2026
Assetmark, IncBuy+744—744$17.99KQ1 2026May 06, 2026
Coordinated Financial Services, Inc.Buy+852+5.5%16,308$394.32KQ1 2026May 04, 2026
Wealthshield Partners, LlcBuy+573+2.3%25,737$622.32KQ1 2026May 01, 2026
Belpointe Asset Management LlcBuy+6,225+39.0%22,199$536.77KQ1 2026Apr 28, 2026
Fortis Capital Advisors, LlcBuy+6,225+39.0%22,199$536.77KQ1 2026Apr 28, 2026
Commonwealth Equity Services, LlcSell-205,266-95.8%9,000$217.62KQ1 2026Apr 27, 2026
Private Advisor Group, LlcSell-4,444-4.3%99,619$2.41MQ1 2026Apr 27, 2026
Nicholas Wealth, Llc.Buy+17,590—17,590$425.34KQ1 2026Apr 22, 2026
Janney Montgomery Scott LlcBuy+16,940—16,940$410.00KQ1 2026Apr 22, 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.