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iShares BBB Rated Corporate Bond ETF
LQDB

15 hedge funds and large institutions have $40M invested in iShares BBB Rated Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

25% more funds holding

Funds holding: 12 → 15 (+3)

9% more capital invested

Capital invested by funds: $36.6M → $40M (+$3.38M)

0.21% more ownership

Funds ownership: 83.32% → 83.54% (+0.21%)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.8M
2
Bank of America
Bank of America
North Carolina
+$1.02M
3
Jane Street
Jane Street
New York
+$739K
4
BAM
Belpointe Asset Management
Nevada
+$334K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$148K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$435K
2
UBS Group
UBS Group
Switzerland
-$9.73K
3
CPG
Cornerstone Planning Group
New Jersey
-$1.41K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$21.8M – – –
Bank of America
2
Bank of America
North Carolina
$4.96M +$1.02M +11,604 +26%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.5M +$148K +1,688 +4%
Jane Street
4
Jane Street
New York
$2.49M +$739K +8,433 +42%
IWP
5
Insight Wealth Partners
Texas
$2.39M +$97.5K +1,112 +4%
Goldman Sachs
6
Goldman Sachs
New York
$1.79M +$1.8M +20,545 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.53M -$435K -4,956 -22%
IWC
8
Integrated Wealth Concepts
Massachusetts
$656K +$11K +125 +2%
Morgan Stanley
9
Morgan Stanley
New York
$503K +$351 +4 +0.1%
BAM
10
Belpointe Asset Management
Nevada
$332K +$334K +3,808 New
HI
11
Harbour Investments
Wisconsin
$85.7K +$51.2K +584 +146%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.93K – – –
UBS Group
13
UBS Group
Switzerland
$1.13K -$9.73K -111 -90%
GWM
14
Geneos Wealth Management
Colorado
$697 +$701 +8 New
US Bancorp
15
US Bancorp
Minnesota
$348 +$351 +4 New
CPG
16
Cornerstone Planning Group
New Jersey
– -$1.41K -16 Closed

LQDB Hedge Fund Activity: Q4 2025 in Review

15 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in iShares BBB Rated Corporate Bond ETF (LQDB) for Q4 2025, worth a combined $40M — up 9.2% from $36.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LQDB positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.8M. The largest seller was Citadel Advisors, cutting an estimated $435K.

  • 15 institutional investors held iShares BBB Rated Corporate Bond ETF (LQDB) as of Q4 2025, up from 12 in Q3 2025.
  • Funds reported $40M of iShares BBB Rated Corporate Bond ETF stock for Q4 2025, up 9.2% quarter-over-quarter.
  • 4 funds opened new iShares BBB Rated Corporate Bond ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
  • The largest iShares BBB Rated Corporate Bond ETF buyer in Q4 2025 was Goldman Sachs, an estimated $1.8M added.
  • The largest iShares BBB Rated Corporate Bond ETF seller in Q4 2025 was Citadel Advisors, an estimated $435K sold.

Based on aggregated 13F filings for Q4 2025.