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iShares Inflation Hedged Corporate Bond ETF

17 hedge funds and large institutions have $71.9M invested in iShares Inflation Hedged Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

8% more capital invested

Capital invested by funds: $66.8M → $71.9M (+$5.11M)

1.74% more ownership

Funds ownership: 72.45%74.19% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less funds holding

Funds holding: 2217 (-5)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
17
Holders Change
-5
Holders Change %
-22.73%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
11
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
1
SimpliFi Inc
California
$39.7M +$756K +28,467 +2%
LPL Financial
2
LPL Financial
California
$7.85M +$1.21M +45,480 +18%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.42M +$682K +25,663 +10%
MML Investors Services
4
MML Investors Services
Massachusetts
$6.81M +$86.7K +3,262 +1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.62M +$2.34M +87,984 +951%
NA
6
NewEdge Advisors
Louisiana
$1.96M +$1.86M +70,147 +2,518%
Jane Street
7
Jane Street
New York
$1.16M +$670K +25,224 +141%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.14M +$124K +4,668 +12%
Citadel Advisors
9
Citadel Advisors
Florida
$1.03M -$92.1K -3,467 -8%
KAS
10
Kestra Advisory Services
Texas
$724K -$472K -17,783 -40%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$677K -$374K -14,066 -36%
AFG
12
ABLE Financial Group
Arizona
$252K +$14.9K +562 +6%
Bank of America
13
Bank of America
North Carolina
$234K +$65.2K +2,455 +39%
Osaic Holdings
14
Osaic Holdings
Arizona
$147K +$11.1K +418 +8%
HI
15
Harbour Investments
Wisconsin
$100K
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$26.9K +$26.6K +1,000 New
Morgan Stanley
17
Morgan Stanley
New York
$42
Wells Fargo
18
Wells Fargo
California
$4 -$27 -1 Closed
AAS
19
Ameritas Advisory Services
Nebraska
-$318K -12,066 Closed
Raymond James Financial
20
Raymond James Financial
Florida
-$141K -5,369 Closed
UBS Group
21
UBS Group
Switzerland
-$2.19K -83 Closed
IA
22
IFP Advisors
Florida
-$632 -24 Closed

LQDI Hedge Fund Activity: Q3 2025 in Review

17 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Inflation Hedged Corporate Bond ETF (LQDI) for Q3 2025, worth a combined $71.9M — up 7.7% from $66.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LQDI and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 11 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.34M. The largest seller was Kestra Advisory Services, cutting an estimated $472K.

  • 17 institutional investors held iShares Inflation Hedged Corporate Bond ETF (LQDI) as of Q3 2025, down from 22 in Q2 2025.
  • Funds reported $71.9M of iShares Inflation Hedged Corporate Bond ETF stock for Q3 2025, up 7.7% quarter-over-quarter.
  • 1 fund opened new iShares Inflation Hedged Corporate Bond ETF positions in Q3 2025 and 5 closed out, a net change of -4 holders.
  • The largest iShares Inflation Hedged Corporate Bond ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $2.34M added.
  • The largest iShares Inflation Hedged Corporate Bond ETF seller in Q3 2025 was Kestra Advisory Services, an estimated $472K sold.

Based on aggregated 13F filings for Q3 2025.