We are live on ! Find out more
LQDI icon

iShares Inflation Hedged Corporate Bond ETF

22 hedge funds and large institutions have $66.8M invested in iShares Inflation Hedged Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

22% more funds holding

Funds holding: 1822 (+4)

5% more capital invested

Capital invested by funds: $63.5M → $66.8M (+$3.21M)

3.12% more ownership

Funds ownership: 69.33%72.45% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
SimpliFi Inc
California
$38.1M +$270K +10,497 +0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.58M +$723K +28,081 +13%
MML Investors Services
3
MML Investors Services
Massachusetts
$6.58M +$902K +35,028 +16%
LPL Financial
4
LPL Financial
California
$6.48M -$1.79M -69,625 -22%
AAS
5
Avantax Advisory Services
Texas
$2.83M +$183K +7,091 +7%
KAS
6
Kestra Advisory Services
Texas
$1.18M +$1.15M +44,697 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.1M +$571K +22,194 +113%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.03M +$41.4K +1,608 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$988K +$92.5K +3,593 +11%
Jane Street
10
Jane Street
New York
$472K +$462K +17,938 New
AAS
11
Ameritas Advisory Services
Nebraska
$318K +$91.9K +3,570 +42%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$243K -$14.2K -550 -6%
AFG
13
ABLE Financial Group
Arizona
$232K
Bank of America
14
Bank of America
North Carolina
$164K +$489 +19 +0.3%
Raymond James Financial
15
Raymond James Financial
Florida
$141K +$138K +5,369 New
Osaic Holdings
16
Osaic Holdings
Arizona
$133K +$109K +4,254 +537%
HI
17
Harbour Investments
Wisconsin
$98.1K -$21.4K -830 -18%
NA
18
NewEdge Advisors
Louisiana
$73.4K +$824 +32 +1%
UBS Group
19
UBS Group
Switzerland
$2.19K +$2.14K +83 New
IA
20
IFP Advisors
Florida
$632
Morgan Stanley
21
Morgan Stanley
New York
$46 +$26 +1 New
Wells Fargo
22
Wells Fargo
California
$18 +$26 +1 New
GJIA
23
Glass Jacobson Investment Advisors
Maryland
-$87.1K -3,421 Closed
PBK
24
Peoples Bank (Kansas)
Kansas
-$9.82K -375 Closed

LQDI Hedge Fund Activity: Q2 2025 in Review

22 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q2 2025, worth a combined $66.8M — up 5.1% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LQDI positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.15M. The largest seller was LPL Financial, cutting an estimated $1.79M.

  • 22 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q2 2025, up from 18 in Q1 2025.
  • Funds reported $66.8M of iShares Inflation Hedged Corporate Bond ETF stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 6 funds opened new iShares Inflation Hedged Corporate Bond ETF positions in Q2 2025 and 2 closed out, a net change of +4 holders.
  • The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q2 2025 was Kestra Advisory Services, an estimated $1.15M added.
  • The largest iShares Inflation Hedged Corporate Bond ETF seller in Q2 2025 was LPL Financial, an estimated $1.79M sold.

Based on aggregated 13F filings for Q2 2025.