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iShares BBB Rated Corporate Bond ETF

12 hedge funds and large institutions have $36.6M invested in iShares BBB Rated Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

20% more funds holding

Funds holding: 1012 (+2)

2% more capital invested

Capital invested by funds: $35.9M → $36.6M (+$789K)

0.71% more ownership

Funds ownership: 82.62%83.32% (+0.71%)

Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22M
Bank of America
2
Bank of America
North Carolina
$3.99M +$898K +10,326 +29%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.39M +$240K +2,763 +8%
IWP
4
Insight Wealth Partners
Texas
$2.31M +$60.8K +699 +3%
Citadel Advisors
5
Citadel Advisors
Florida
$1.98M +$148K +1,706 +8%
Jane Street
6
Jane Street
New York
$1.77M -$1.28M -14,758 -42%
IWC
7
Integrated Wealth Concepts
Massachusetts
$651K +$30.4K +350 +5%
Morgan Stanley
8
Morgan Stanley
New York
$508K +$502K +5,769 +576,900%
HI
9
Harbour Investments
Wisconsin
$35.2K +$34.8K +400 New
UBS Group
10
UBS Group
Switzerland
$10.9K +$10.8K +124 New
Osaic Holdings
11
Osaic Holdings
Arizona
$9.91K
CPG
12
Cornerstone Planning Group
New Jersey
$1.41K +$1.39K +16 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
-$336K -3,866 Closed

LQDB Hedge Fund Activity: Q3 2025 in Review

12 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q3 2025, worth a combined $36.6M — up 2.2% from $35.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LQDB positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, adding an estimated $898K. The largest seller was Jane Street, cutting an estimated $1.28M.

  • 12 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q3 2025, up from 10 in Q2 2025.
  • Funds reported $36.6M of iShares BBB Rated Corporate Bond ETF stock for Q3 2025, up 2.2% quarter-over-quarter.
  • 3 funds opened new iShares BBB Rated Corporate Bond ETF positions in Q3 2025 and 1 closed out, a net change of +2 holders.
  • The largest iShares BBB Rated Corporate Bond ETF buyer in Q3 2025 was Bank of America, an estimated $898K added.
  • The largest iShares BBB Rated Corporate Bond ETF seller in Q3 2025 was Jane Street, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2025.