iShares BBB Rated Corporate Bond ETF
LQDB
11 hedge funds and large institutions have $36.1M invested in iShares BBB Rated Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
22% more funds holding
Funds holding: 9 → 11 (+2)
0% more capital invested
Capital invested by funds: $35.9M → $36.1M (+$122K)
0.79% less ownership
Funds ownership: 84.64% → 83.85% (-0.79%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$409K |
| 2 |
Bank of New York Mellon
New York
|
+$202K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$187K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$25.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$476K |
| 2 |
PWMA
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
-$385K |
| 3 |
Jane Street
New York
|
-$303K |
| 4 |
IWP
Insight Wealth Partners
Plano,
Texas
|
-$1.97K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $21.5M | – | – | – |
|
|
2
Jane Street
New York
| $3.54M | -$303K | -3,544 | -8% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $3.34M | -$476K | -5,569 | -13% |
|
|
4
Bank of New York Mellon
New York
| $2.44M | +$202K | +2,361 | +9% |
|
|
IWP
5
Insight Wealth Partners
Plano,
Texas
| $2.2M | -$1.97K | -23 | -0.1% |
|
|
6
Citadel Advisors
Miami,
Florida
| $1.75M | +$187K | +2,181 | +12% |
|
|
IWC
7
Integrated Wealth Concepts
Waltham,
Massachusetts
| $598K | +$25.7K | +300 | +5% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $411K | +$409K | +4,783 | New |
|
|
PWMA
9
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $256K | -$385K | -4,499 | -60% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $9.8K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $4.39K | +$4.36K | +51 | New |
|
LQDB Hedge Fund Activity: Q1 2025 in Review
11 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q1 2025, worth a combined $36.1M — up 0.34% from $35.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LQDB positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $409K. The largest seller was Bank of America, cutting an estimated $476K.
- 11 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q1 2025, up from 9 in Q4 2024.
- Funds reported $36.1M of iShares BBB Rated Corporate Bond ETF stock for Q1 2025, up 0.34% quarter-over-quarter.
- 2 funds opened new iShares BBB Rated Corporate Bond ETF positions in Q1 2025 and 0 closed out, a net change of +2 holders.
- The largest iShares BBB Rated Corporate Bond ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $409K added.
- The largest iShares BBB Rated Corporate Bond ETF seller in Q1 2025 was Bank of America, an estimated $476K sold.
Based on aggregated 13F filings for Q1 2025.