iShares BBB Rated Corporate Bond ETF
LQDB
11 hedge funds and large institutions have $35.9M invested in iShares BBB Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% less capital invested
Capital invested by funds: $36.1M → $35.9M (-$142K)
1.09% less ownership
Funds ownership: 83.85% → 82.76% (-1.1%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$630K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$34.1K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$8.52K |
| 4 |
Morgan Stanley
New York
|
+$85 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$538K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$321K |
| 3 |
PWMA
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
-$192K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$78.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $21.7M | – | – | – |
|
|
2
Bank of New York Mellon
New York
| $3.1M | +$630K | +7,401 | +26% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $3.04M | -$321K | -3,771 | -10% |
|
|
4
Jane Street
New York
| $3.03M | -$538K | -6,322 | -15% |
|
|
IWP
5
Insight Wealth Partners
Plano,
Texas
| $2.22M | -$2.9K | -34 | -0.1% |
|
|
6
Citadel Advisors
Miami,
Florida
| $1.8M | +$34.1K | +400 | +2% |
|
|
IWC
7
Integrated Wealth Concepts
Waltham,
Massachusetts
| $612K | +$8.52K | +100 | +1% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $336K | -$78.1K | -917 | -19% |
|
|
PWMA
9
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $62.7K | -$192K | -2,249 | -76% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $9.89K | – | – | – |
|
|
11
Morgan Stanley
New York
| $105 | +$85 | +1 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$4.39K | -51 | Closed |
|
LQDB Hedge Fund Activity: Q2 2025 in Review
11 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q2 2025, worth a combined $35.9M — down 0.4% from $36.1M a quarter earlier.
Fund positioning in LQDB was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $630K. The largest seller was Jane Street, cutting an estimated $538K.
- 11 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $35.9M of iShares BBB Rated Corporate Bond ETF stock for Q2 2025, down 0.4% quarter-over-quarter.
- 1 fund opened new iShares BBB Rated Corporate Bond ETF positions in Q2 2025 and 1 closed out, a net change of 0 holders.
- The largest iShares BBB Rated Corporate Bond ETF buyer in Q2 2025 was Bank of New York Mellon, an estimated $630K added.
- The largest iShares BBB Rated Corporate Bond ETF seller in Q2 2025 was Jane Street, an estimated $538K sold.
Based on aggregated 13F filings for Q2 2025.